Creating Donor Momentum
with Sequential Marketing for
Planned Gifts and Major Gifts of Assets 

Intentional planned giving programs require sequential marketing strategies. This session is designed to provide you with details to conduct your own multi-stepped planning giving marketing campaign while focusing on the greatest ROI. Discover how content and engagement marketing are only the beginning to a comprehensive marketing campaign.

 Our Presenters

Andy Ragone is the CEO, Partner & C-Founder of Pleiades Nonprofit Advisors and a national speaker, writer and recognized thought leader in marketing and gift planning strategies. Through his guidance and leadership, he advises on specialized marketing and moves management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve. In addition to being a Certified Gift Planning Professional, Andy holds a BA in Music from Arizona State University and a Master of Divinity from Phoenix Seminary. He is a Board Chair of the Los Angeles Counsel of Gift Planners and is a regular presenter on best practices in Gift Planning.

Kimberly Jetton is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. Recently, Kimberly has returned to the consulting world as President of Pleiades Nonprofit Advisors, where she helps her clients navigate and excel in gift planning and other fundraising initiatives. Previously, Kimberly served as President and Executive Director of the Orange Catholic Foundation as well as working in development for the Archdiocese of Los Angeles and the Archdiocese Denver. Kimberly holds a CFRE certification, a Masters in Nonprofit Management from Regis University and a BA in Political Science from the University of Arizona.

PGFGS Member: $25
Non Member / Guest:  $40

Registration includes lunch.