Apra Partner Webinar: Planned Giving Models: Explore the Data Enabling the Analytics
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- Non-member - $42
- Professional Member - Free!
- Associate Member - Free!
For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
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Katherine Swank
Principal Strategic Consultant
Blackbaud
I'm a consummate learner. I'm always learning something new and known for sharing what I’ve learned with others. From the practice of law to fundraising and management positions with Southwestern University School of Law, American Heart Association, Colorado Public Radio, National Multiple Sclerosis Society (HQ), and now at Blackbaud as a strategic analytics professional for 15 years, I've been learning about the planned gift donor and the data behind them. Planned gifts aren’t made in a vacuum; the speed of knowledge in our industry is increasing as are the tools we use to identify the best prospects for these gift types. Nothing is the same as it was when I started fundraising in 1989. Today, teams of data scientists combine thousands of bits of information with AI and robust analytics to understand the donors that make planned gifts. Lawrence and I are honored to share what we've found out to help us all better understand the planned gift donor and explore the data behind them.
Lawrence C. Henze, MPA, JD
Analytics Architect and Senior Principal Consultant
Blackbaud
Lawrence Carroll Henze is the Analytics Architect, Senior Principal Consultant for Blackbaud Target Analytics. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and consulting roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success.
Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.
Lawrence’s particular skill set is based on the use of organizational and third-party data to support strategy development and decision-making which creates a silo-free advancement operation.
Finally, Lawrence has appeared at major and regional fundraising conferences – such as CASE, AHP, AFP, APRA, CGP – in the United States, Canada, and Australia.
