Conversation & Coffee – March 2024

Conversation & Coffee - Wednesday, March 20, 2024

Topic: New Insights from Data on Planned Giving, Women and Philanthropy, Marketing Legacy Gifts

March 20th, 2024, 1:00 pm - 2:00 pm
Zoom Meetings
Register by March 19th, 2024
FREE

TOPIC: New Insights from Data on Planned Giving, Women and Philanthropy, Marketing Legacy Gifts

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. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response?

To date 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 e-mail metrics: The click-through rate and the response rate from tens of thousands of eNewsletters that went to millions of prospective donors over several years. The study includes the surprising key finding that 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. Guidelines are presented on how to write effective donor stories and donor blurbs to get the best response rates possible

PRESENTER:

Claudine A. Donikian, JD, MBA
President & CEO
Pentera

Claudine A. Donikian, JD, MBA, has been the president/CEO and chief marketing officer of Pentera, Inc. since 2010 and is the first woman CEO in the planned giving marketing industry. Regarded as a top expert in the field, Claudine is a sought-after speaker and keynote speaker on the planned giving and AFP circuits and has presented new research studies at numerous national conferences as well as at the AFP International conference. As the chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera’s clients on their marketing strategy and execution. One of Claudine’s professional areas of expertise is women in philanthropy, and she served as a member of the advisory board for the prestigious Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy for seven years and is also a recent member of the board of directors of the National Association of Charitable Gift Planners (CGP).

Claudine oversees all aspects of Pentera’s business and marketing strategies as well as new-product development, with an emphasis on digital marketing, and she served on the Direct Marketing Association’s Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500%.

WHAT: Conversation & Coffee

WHEN: Wednesday, March 20, 2024

TIME: 1:00 AM -2:00 PM EDT

LOCATION:  Zoom Meeting

WHO: GCPGC members and guests

Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foundation. 

Bring a colleague or board member to learn what the GCPGC is about…

If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.

Members of the 2024 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Jeff Lydenberg of PG Calc and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.

MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.