Morning Session (11:00 a.m. - 12:00 p.m.)

Watch for more information coming soon!

Luncheon Session (12:30 p.m. - 2:00 p.m.)

"The Top 10 Planned Giving Experiments of 2019 (Plus, How to Run a Great Experiment)"

Want to know which photos can increase responses to your planned giving newsletter by 30%? Or exactly how effective a legacy challenge campaign is?
 
Want to learn what email a major nonprofit found to be 3 times as effective? Or the most effective language to inspire qualifying charitable distributions? 
 
Come see results from the most interesting experiments run across hundreds of nonprofit organizations and more than $500 million in planned gifts. 
 
We'll review top experiments and test your judgment on a range of tests -- then share how to implement these learnings to make a meaningful impact in your work.
 
Learning Objectives 

By the end of this session, attendees will be able to: 

1. Learn the results of ten game-changing experiments from many of the top planned giving teams in the country

2. Get easy-to-implement improvements to your marketing outreach and messaging in order to increase planned gifts and current gifts from retirement accounts

3. Learn how to run a great experiment (even with few resources and a small audience

Presentation Summary

1. Background
a. Why run experiments? What’s the value of curiosity? 
 
2. Part 1: First five experiments 
a. Single themed messaging vs. Planned giving as one of several options
b. Effects of photos on giving rates
c. The effect of social proof on giving rates
d. Most effective messaging for Qualified Charitable Distributions from IRAs e. How effective is a follow-on ask after a normal donation?
 
3. Part 2: How to run a great experiment
a. In this section, we’ll review the principles of statistically sound experimentation, and share tips on how to run experiments with limited time and resources. Then, audience members will design their own experiments to run when they return, and share with the group.
 
4. Part 3: Five more experiments
a. How campaigns with matches compare to non-match campaigns in terms of participation 
b. How campaigns with matches compare to non-match campaigns in terms of gift size
c. What day of the week offers the highest response rate on planned giving emails
d. What are the most effective Facebook outreach techniques
e. What messages are most effective with volunteers? 
 
5. Q&A

Speaker: 

Patrick Schmitt, Co-CEO, FreeWill

Patrick Schmitt is a leading innovator in the field of fundraising and social impact.
 
From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.  
 
Patrick is the co-founder of FreeWill, a social venture which helps organizations raise more than $2 million per day in new planned gifts and qualified charitable distributions.  
 
Patrick received his Bachelors of Science from Georgetown University and an MBA from Stanford University

Deadline for reservations: September 11, 2019

No refunds after June 4, 2019. No-shows will be billed.

"What Dreams We Weave"

Our annual Planned Giving Day Conference is a unique opportunity to learn about important trends in philanthropy while enriching our own efforts with benefactors, clients and colleagues. 

Our theme this year is “What Dreams We Weave,” reflecting the process of creating legacy dreams for tomorrow. Planned Giving Day provides an opportunity for professionals at all levels to enhance their skill set, to collaborate with others in the field and to gain inspiration from the collective efforts we all bring to enrich our shared communities. Break-out sessions provide a wide range of perspectives unique to the field. Learn more about emerging challenges and innovations in philanthropy to work effectively with donors large and small. Explore essential charitable giving strategies and techniques. Plan now to attend and reap rewards for your donors and your organization.

The registration fee covers attendance at all sessions, continental breakfast, lunch and a Networking Happy Hour at the conclusion of the sessions. Our sponsors and exhibitors look forward to meeting you and engaging in a lively conversation.

Early bird registration closes on Friday, September 27, 2019.

Cancellations must be in writing and made no later than October 26, 2019.

"What Dreams We Weave"

The Planned Giving Council of Greater Philadelphia is pleased to announce important enhancements to our sponsorship opportunities! In consultation with our valued partners, we now offer the following upgrades in our available Planned Giving Day sponsorship packages:

Year-long exposure to the universe of PGCGP members!

• Co-Branding with PGCGP for Platinum, Gold, Silver and Bronze Sponsors
• Recognition of annual sponsorship at three council luncheon events
• Recognition of annual sponsorship at the annual Planned Giving Course

Improved Sponsorship Experience at Planned Giving Day Conference:

• Longer breaks between sessions for more face time with attendees
• Business card drop system for each sponsor/exhibitor
• Premium table at breakout session rooms
• Improved layout of all exhibitor tables

Download the sponsorship prospectus for more information on the various levels of sponsorship and associated benefits.

Click here to download the sponsorship prospectus.