September 12, 2019 @ 11:15 am – 1:15 pm
Saint Louis Club
7701 Forsyth Blvd

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch served at 11:45 am, Openng remarkes and Speaker 12:15 pm concludes at 1:15pm

Topic: ROI of Planned Giving Marketing at MU

Speaker: Dr. James Preston, Asst Exec Dir. Gift Planning & Regional Adv, Mizzou

About the talk:  How do you measure the results of marketing planned gifts at a major university? In 2018, the University of Missouri-Columbia (MU) planned giving office enlisted the help of graduate students in the MU Truman School of Public Administration to help them determine the historic ROI of MU’s planned giving marketing. This presentation will share the results of the project, the impact of an investment in planned giving marketing, a comparison of the results at MU against that of a benchmark institution, and insights for future planning gained through the study.

Learning Objective(s): Please provide a specific, measurable statement of what participants will learn in the program. Learning objectives must be realistic when considering the level of complexity and program outline.

  1. How to measure ROI for planned giving marketing.
  2. How to do effective planned giving marketing.
  3. How to justify a planned giving marketing program from an ROI perspective.

Bring Guest(s) Who have Not Attended Luncheons Before and

Win Chance to Attend Cards vs. Cubs Baseball Game on Sept. 27