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Hosted by Planned Giving Group of Connecticut

POSTPONED DUE TO CT STATE OF EMERGENCY DECLARATION AND TRAVEL BANS 9:15 am Feeling Uncertain about the SECURE Act?; 10:45 am Donor Stories in Marketing—To Use or Not to Use?

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, March 12, 2020
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
Website for Location
Map for Location



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In between Jobs or Retired $30.00
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Agenda

 


Edward Abdelnour
Senior Vice President, Wealth Strategies Advisor
Bank of America Private Bank

Mar 12 2020 9:15AM


Feeling Uncertain about the SECURE Act?


Ed Abdelnour, Esq. with Bank of America Private Bank (formerly U.S. Trust Company) will take the mystery out of this new legislation.



Claudia Donikian, JD, MBA
President/CEO and Chief Marketing Officer
Pentera, Inc.

Mar 12 2020 10:45AM


Donor Stories in Marketing—To Use or Not to Use?


The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. There has been no formal, large-scale research study conducted on planned giving marketing materials to support or counter those assumptions—until now. The Pentera research study to be presented analyzes two key metrics: the click-through rate and the response rate in tens of thousands of e-newsletters that went to millions of prospective donors over several years. The study includes one surprising key finding: certain types of donor stories can actually decrease response rates. Based on the findings of the study, we will recommend when to use donor stories in marketing materials and when not to, as well as what types to avoid. Attendees will receive guidelines for writing effective donor stories and using donor blurbs to get the best response rates possible.



Registration Fee
Member
No Charge
 
Non-Member
$50.00