The Planned Giving Study: New Insights from Data on Planned Gifts

presented by Claudine A. Donikian, JD, MBA - President & CEO Pentera

This session presents findings and recommendations from “The Planned Giving Study,” a multiphase research study commissioned by Ms. Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.

An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions:

• What are the characteristics of legacy society members? Are there any changes in membership profiles over time?
• Who changed, or canceled, their planned gifts after they first joined the legacy society?
• How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
• Which types of planned giving vehicles and instruments did these members choose?
• How much did members give or plan to give through their planned gifts?
• Which types of programs received their planned gifts support?

LOCATION:

Centre Club

123 South Westshore Blvd 

Tampa FL 33609

Regular Meal (GF): 

Herb Butter Stuffed Airline Chicken Breast Served with an Andouille Sausage and Creole Tomato Sauce

Vegetarian: 

Mushroom and Swiss Cheese Quiche

PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of the luncheon.  Food service has been extremely delayed in the past due to attendees changing their meal or sending their meal back for changes.

MEETING FEE:

$25.00 Members

$30.00 Guests

Payments may be paid in advance or at the door.  No shows will be billed.

ANNUAL SPONSORS:

• American Cancer Society
• BayCare Mease Countryside, Mease Dunedin, Morton Plant Hospitals
• Community Foundation of Tampa Bay
• Johns Hopkins All Children’s Hospital Foundation
• Johnson, Pope, Bokor, Ruppel & Burns, LLP
• Saint Leo University
• USF Foundation, Office of Gift Planning
• Wells Fargo Private Bank

SPEAKER BIO

Claudine A. Donikian, JD, MBA
President & CEO

Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.