Please welcome Kelsey Picken, PhD, CFRE, CSPG as she discusses how we can use tools to identify legacy prospects. 

As third-party data tools increase their capabilities to uncover top prospects, planned giving models continue to lag behind. This presentation illustrates three distinct approaches that any organization--small or large--can easily and immediately implement to better identify key planned giving prospects. By leveraging historical data and narrative-based behaviors, attendees will learn to upend planned giving myths, use data that's readily available, and focus on practical strategies to ultimately elevate portfolios across all gift officer teams.

Join us virtually on Tuesday, October 22nd from 12pm - 1pm CST

Speaker Bio: Recent winner of the Association of Healthcare Professionals “40 Under 40” award, Kelsey Picken, PhD, CFRE, CSPG currently serves as Director, Legacy & Gift Planning, at Children’s Medical Center Foundation in Dallas, with prior experience in higher education, museums, and health care. Her award-winning dissertation examined the power of the multitude to better achieve the public good. Picken currently serves as a board member for the Lone Star and Dallas Councils of Charitable Gift Planners.

Disclaimer: This webinar is open to all. If you are interested in creating/renewing your membership with Apra North Texas, please visit, https://apranorthtexas.wildapricot.org/Join