Getting the Most ROI from Your Planned Giving Marketing Investment

With budgets tight, new channels and demographics changing from elders to Baby Boomers, the marketing and stewardship rules are changing. How young should I be targeting supporters? What's the right role for the online channel? Are the messages for Boomers different than the ones I used for their elders? What's a best practice for stewarding legacy donors? To get the most ROI, it's important to know what marketing & stewardship strategies and techniques really work. Using case studies and starting with a plan, audience selection, communications, and concluding with stewardship, this session will describe best practices and share what's working.