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Nuts & Bolts Session: Marketing Funnel

  • 04/12/2022
  • 12:00 PM - 1:00 PM
  • The Catholic Foundation

Registration


THIS EVENT HAS BEEN CANCELLED AND WILL BE RESCHEDULED FOR A LATER DATE
JOIN US FOR FOR OUR NUTS & BOLTS SESSION

APRIL 12, 2022


We Are Meeting "In Person" 

(virtual option not available)


Noon-1:00 p.m.

Complimentary Meal Included

Thanks to Our Sponsor:

PNC BANK


RSVP DEADLINE: Space is Limited

(walk-in will not be available)

Wednesday, April 6, 2022 (5:00 p.m.)


LOCATION:

The Catholic Foundation

12222 Merit Drive, Suite 850, Dallas


"Marketing Funnel"

Andy Ragone and Jill Rode

(Note: Speakers will be virtual)



Marketing Funnels, KLT, and Fully Devoted Fans, From Marketing to Gift Conversion. By offering the right incentivizing content and engagement at each phase of a donor’s journey, a marketing funnel empowers you to scale your processes while remaining personable and relevant each step of the way. In this session, Jill Rode from the Music Academy of the West and Andy Ragone from Crescendo will share the theoretical and practical sides of creating, using and fine-tuning a prospect marketing funnel.

Jill Rode, CFRE. Director of Legacy Giving, Music Academy of the West: Jill Rode, CFRE, has more than 30 years of experience in fundraising and nonprofit management. She has raised millions of dollars for many organizations, including Girl Scouts, Santa Barbara Symphony, Santa Barbara Zoo, American Red Cross, and the YMCA. She currently serves as the Director of Legacy Giving at the Music Academy of the West, one of the nation's preeminent summer schools and festivals for gifted young classically trained musicians.

Andy Ragone, CGPP, Integrated Marketing Specialist, Crescendo Interactive: Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies for Crescendo Interactive. 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.

There is no continuing education credit for this presentation.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org


SPONSORED BY:

Dallas Jewish Community Foundation


We Would Like to Thank All of Our 2022 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Holland & Knight

Texas Presbyterian Foundation

Location Sponsors:

Center for Brain Health at UTD

The Catholic Foundation

Communities Foundation of Texas


DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




About us

The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

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Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.

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