PROTOTYPE Unlocking Planned Giving Potential: CU’s Expert Model for Prospect Identification and Lead Tracking

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On-Demand

Cost

Member: $35.00

Non-Member: $59.00

Credit Offered

1 CFRE Credit

1 CSPG Credit

1 CAP Credit

1 Participation Credit

Ali Clark Eggleston

Ali Clark Eggleston has been with the University of Colorado’s Office of Gift Planning since 2013 and currently serves as Assistant Director of Operations. She oversees office operations, manages multi-channel marketing efforts, and supports gift and estate administration. Ali holds a B.S. in Journalism and Geology from Northern Arizona University and an M.P.A. from CU Denver. Before moving to Colorado, she worked for federal agencies and universities in Arizona.

Tatum Smith

Tatum Smith, Gift Planning Specialist, joined the University of Colorado in February 2022, starting on the Annual Giving team at CU System before transitioning to the Office of Gift Planning in 2023 to pursue her passion for gift planning. She began her career in marketing, working with small businesses and nonprofits across Colorado. A Golden, CO native, Tatum holds a B.S. in Philosophy and Public Policy from the University of Northern Colorado.

Learn how the University of Colorado uses an expert modeling approach to build and refine its gift planning opportunity pool, uncovering high-potential planned giving prospects with precision. This session will also explore CU’s integrated lead referral system designed to track “handraisers” and ensure timely, strategic follow-up. Attendees will gain insights into leveraging data-driven methodologies and streamlined workflows to enhance prospecting, improve collaboration, and drive meaningful donor engagement.