Causes and Correlates of Charitable Giving in Estate Planning: A Cross-Sectional and Longitudinal Examination of Older Adults Final Report Submitted to the AFP/Donor Compass™ Planned Giving Research Grant Program July 2008 Russell N. James III, J.D., Ph.D. Assistant Professor University of Georgia For more information, visit www.legacyleaders.com or call 215-351-5180. Who is likely to […]
Author Archives: Michele LaPointe
Planned Gift Donor Acquisition: Must Do’s & Must Haves
[fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_text] Lessons learned from millions of telephone conversations [/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ […]
2015
Donor Compass™ 2.0™ is released. This new and improved version incorporates 2 additional measurement components based on an additional 7 years of empirical evidence.
2014
Donor Compass™ releases Donor Compass™ Database Analysis as a stand-alone service.
2011
Royal Ontario Museum Governors partners with Donor Compass™ to execute a 2,200 lead Custom Planned Giving Program targeting their board, donors, members and volunteers.
2010
Colorado State University partners with Donor Compass™ to launch a 4 year Complete Planned Giving Program. Donor Compass™ executes its 125th planned gift focused campaign/project.
2009
Seattle University selects Donor Compass™ to execute their 4 year Complete Planned Giving Program.
2008
Donor Compass™ growth requires that we move to a larger Canadian Headquarters. The George Washington University Foundation selects Donor Compass™ to execute a 4 year Complete Planned Giving Program where conversation/mail messaging was uniquely tailored for each of 7 different alumni segments. The 2 research papers funded by Donor Compass™ in 2006 are released: Causes […]
2007
Donor Compass™ begins marketing its unique 4 year Complete Planned Giving Program that includes: Donor Compass™ Database Analysis (the 1st database analysis tool on the market designed specifically to unlock the hidden planned giving potential in a nonprofit’s database). Focus groups. A 2 phase planned gift prospect acquisition/qualification campaign. 3 years of prospect cultivation/relationship advancement. […]
2006
Through a $50,000 grant to the Association of Fundraising Professionals (AFP) Research Council, Donor Compass™ provides funding to support 2 separate planned giving motivation research projects conducted by: Russell James. Adrian Sargeant & Jen Shang.