Webinar 1/26: Stacy Sulman,

The Pentera Blog

Webinar 1/26: Stacy Sulman, "Metrics Made Manageable: Making Planned Giving Data Work for You"

As the world relies more and more on data and metrics, you and your planned giving department can too. And you don't need a degree in math. You can use available data to develop realistic and manageable metrics to support your planned giving efforts. This session seeks to demystify data and metrics and provide some basic tools to tell your planned giving success stories to your supervisors, your management, or your board.

Benefits of this session:

  • Learn five steps for making planned giving data work for you.
  • Identify the readily available organizational data—such as legacy event attendance and mailing responses—that you can use to demonstrate your effectiveness.
  • Gain the techniques and confidence to identify and use data to make your own case for planned giving achievement.

You can register for the 1 p.m. ET Webinar here.

Pricing:

*Free—Pentera is here for everyone as a resource in these difficult times; and in support of our planned giving community, we will continue to offer our Webinars as a free service during this crisis.

About the Presenter:

Stacy B. Sulman, J.D., is the chief legal officer and vice president for personalized philanthropy for the American Committee for the Weizmann Institute of Science, where she has worked for more than 13 years. In that capacity, Stacy oversees planned giving and estate settlements, among other areas. Stacy previously served as associate director and general counsel for the Jewish Community Foundation of MetroWest, New Jersey.

Stacy teaches planned giving at New York University's Heyman School for Philanthropy and Fundraising. Stacy has also taught at the University of Arizona College of Law. Stacy currently serves as immediate past president of the Philanthropic Planning Group of Greater New York.

Stacy received her J.D. from the University of Arizona College of Law and her bachelor's degree from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem as a Raoul Wallenberg Scholar.