LOCATION: University of Waterloo, Needles Hall, NH-3001 , 200 University Avenue West, Waterloo, ON

DATE: July 27, 2010 (Tuesday)

TIME: 12:50 p.m. - 2.30 p.m.            

COST: Members: $25.00 Non-Members: $30.00                     

Note: You must attend this session at the location listed above. If you wish to login from your office/home, please register through www.afpnet.org (US$ 159/member price; US $295/non-member price)

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Presenter

Timothy D. Logan, ACFRE is Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Services for RuffaloCODY. Tim has worked in both the for-profit and nonprofit sectors and has over 29 years' experience in fund raising, nonprofit management and direct response marketing. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH. Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association. He has served as Director of Development Services with Epilepsy Foundation, was Director of Individual Giving at USO World Headquarters, and most recently served as the Senior Director of Development for the National Osteoporosis Foundation. Tim has also spent 12 years as a direct response fund raising consultant and has been a leader in developing innovative direct response programs targeted to major and planned giving donors. Tim is past president of the Mandel Center Alumni Association at Case Western Reserve University, past board member of AFP, Greater DC chapter, and a past member of the AFP National Professional Education committee. Tim is a member of the National Capital Gift Planning Council in Washington, DC. He is active in the Direct Marketing Association Nonprofit Council.

Program Summary

Brochures, mailings, the Internet…all techniques you use to market your planned giving program. But what about those qualified prospects who stay just below your radar? Are you proactively identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies? In this session, you will learn how to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

Target Audience 

Mid-level (3 to 6 years) and senior level (7 to 9 years)

CFRE Accreditation

Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements.

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