Alumni surveys for generating planned gift leads
2:00 PM - 3:00 PM CT
Speaker(s): Katy Fendrich-Turner, Development Director, Gift & Estate Planning, The University of Texas at Austin, Madalina Campagna, Operations Manager, Gift Planning, The University of Texas at Austin, Eva Mikes, Program Manager, Gift Planning, The University of Texas at Austin, Adrienne Leyva, Director of Marketing and Communications, The University of Texas at Austin
Competencies: Relationship Building
Elective Session
This roundtable is a discussion on how to use surveys to generate qualified leads for your planned giving team. Session will cover audience segmentation, list development, lead grading, supporting marketing efforts and more. We welcome participation from roundtable attendees so we can learn from one another in regards to how to generate leads as well as cultivate and solicit those who respond to surveys for a legacy gift.