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January Lunch and Learn

  • Quad Cities Community Foundation 852 Middle Road / Suite 100 Bettendorf, IA, 52722 United States (map)

Title: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program.

Presenter: Joe Bull, National Association of Charitable Gift Planners

Workshop Description: This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.

Learning outcomes: Identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders' support of the gift planning program.

Speaker Bio: Joe Bull currently serves as Vice President and Chief Advancement Officer at Wilmington College and is the founder and principal of Philanthropy Advisory Council, LLC. He has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy and the Columbus Zoo and Aquarium, and provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. He is currently the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners--only the second person to have held the top leadership position at both of charitable gift planning’s professional organizations.

This session is free thanks to our co-sponsor, Quad City Giving Council. Please RSVP by January 29.