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Segmenting Major Donors Versus Planned Givers

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Jim Friend
Jim Friend

I offered this talk in October 2009 at the International Catholic Stewardship Conference in Dallas, Texas

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Segmenting Diocesan Database for Major Givers vs. Planned Givers James S. Friend, Jr . Director, Office of Stewardship and Development Diocese of Allentown
Who Are Your Donors? ,[object Object],[object Object]
Who Are Your Donors? Matching their Needs with Our Mission ,[object Object],IRA Gifts Gift Annuity Gift of Property Unitrust Lead Gifts Transformational Gift Naming Opportunity
Segmentation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Elements of a Major and Planned Gift Development system ,[object Object],[object Object],[object Object],[object Object],[object Object]
Base Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Goal of Prospect Identification ,[object Object],How do we get there?
Identify and Prioritize Who are my best prospects for…?? Major Giving High end Engagement Volunteering Planned Giving
Diocesan Initiatives Catholic Education Education of Seminarians Catholic Charities Diocesan Endowment
Getting Started ,[object Object],[object Object],[object Object],[object Object]
Identifying Prospects for Major and Planned Gifts. ,[object Object],[object Object]
Previous giving behavior ,[object Object],[object Object],[object Object],[object Object],[object Object]
RFM is Nothing New… ,[object Object],[object Object],[object Object]
Capacity Indicators ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Capacity Indicators (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Inclination Indicators ,[object Object],[object Object],[object Object],[object Object],[object Object]
Inclination Indicators (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object]
What Do You Do With the Data? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Simple Searches ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Simple Searches (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Simple Searches (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How do we get there? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Digging Deeper: Exploring their Capacity to Give ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Digging Deeper: Exploring their Propensity to Give ,[object Object],[object Object],[object Object],*Source: www.fundraisingresearch.inf
Your Introspective vs. Their Interest ,[object Object],[object Object],[object Object],[object Object],[object Object]
Profile of one Planned Giving Donor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Profile of Major Donor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions for the Group ,[object Object],[object Object],[object Object],[object Object]

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Segmenting Major Donors Versus Planned Givers

  • 1. Segmenting Diocesan Database for Major Givers vs. Planned Givers James S. Friend, Jr . Director, Office of Stewardship and Development Diocese of Allentown
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  • 8. Identify and Prioritize Who are my best prospects for…?? Major Giving High end Engagement Volunteering Planned Giving
  • 9. Diocesan Initiatives Catholic Education Education of Seminarians Catholic Charities Diocesan Endowment
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