Pentera Webinar - Metrics Made Manageable: Making Planned Giving Data Work for You
Presented by:
Stacy B. Sulman, J.D.
Chief Legal Officer and Vice President for Personalized Philanthropy
American Committee for the Weizmann Institute of Science
Webinar Description:
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.
Specifically, this session will identify the five steps to using data to make planned giving data work for you. This includes identifying different kinds of organizational data that are readily available within the context of planned giving—whether it be legacy donor prospects, legacy event attendance, responses to mailings, web traffic, or estates in settlement—and then using such data to show your effectiveness. Through this session, it is hoped, you will gain the techniques and confidence to identify and use data to make your own case for planned giving achievement.
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 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.
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