Maximize Your Planned Charitable Donations - Research, Testing and Insight
July 25, 202011:30 AM-July 25, 202012:30 PM
SamuelGeorge, M.A., Hexcorporation
This session will present the most recent breakthroughs in direct mail marketing for planned giving, including generating results based on your design and content. We'll show you how to put this information to work in practical ways, providing takeaways and suggestions that enable you to connect with more donors. This presentation includes several case studies taken from our client base that illustrate our successful age-segmented messaging technique.
A Case Study on Benefit Improvement While Cutting Costs
July 26, 20209:40 AM-July 26, 202011:00 AM
Sally Ransome explains how she works with clients to evaluate their employee benefit plans to determine where plan design changes might be made and still keep the plan competitive while generating cost savings. A case study is presented.
Discussion of Approaches to Professional Development
July 26, 202011:30 AM-July 26, 202012:30 PM
VanceUpfield, M.B.A., Geolam
In this session, we discuss why, despite the time, energy and money we spend in our training, continuing education and certifications efforts, we do not see the change in personnel development we hoped for. Please come prepared to participate in a lively discussion.