
All Sessions
DRIVE 2024
2 Results Found
11:30 AM - 12:30 PM ET
Philanthropy Research Highlights and How This Supports DEI
I will summarize some of my research findings about bequests and I will explain why I utilized the Panel Study of Income Dynamics (PSID) publicly available dataset. Specifically, I will discuss my research comparing Caucasians and African Americans on their self-rated importance of leaving a bequest to family, charity, and religion, possible reasons for the bequest gap, and what opportunities this presents for education and service to an underserved community. I will wrap up with my study that explores whether lifetime donors to different types of charities also differ in the importance they place on leaving a charitable bequest. As a whole, individuals give more during life, through annual and major gifts, than they do at death. Many of these donors are an untapped resource for planned gifts, some more than others, and this data about which donor types are most likely to be interested in a charitable bequest could inform our conversations about philanthropy.
Speakers: Jennifer Lehman, Program Director, Chartered Advisor in Philanthropy, Wallace Chair, and Assistant Professor, The American College
1:45 PM - 2:45 PM ET
A Home-Grown DX Ecosystem: Building a Sustainable Donor Pipeline
As personalized and curated experiences continue to take over digital and commercial spaces, donor engagement teams must continually innovate to keep up. All-in-one solutions can provide small teams with scalable platforms and comprehensive tools that drive results, but they often come with limitations in product development that don’t meet the needs of individual clients. Over the last year, Georgia State University’s Donor Engagement and Communications team has used data analysis, strategic engagement and personalized outreach to develop an internal donor experience program focused on long-term results: the acquisition and retention of mid-level donors with the aim of carrying them through the “murky middle” and establishing them as our next generation of major donors.
Speakers: Alison Mercer, Executive Director, Donor Engagement & Communications, Georgia State University, Hannah Davis, Pipeline Prospect Analyst, Georgia State University, Michael Rohling, Director, Advancement Communications, Georgia State University
Competencies: Industry or Sector ExpertiseStrategic Thinking