April 4, 2024 – Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program

April 4, 2024 @ 11:45 am – 1:00 pm
Columbus Metropolitan Library - Driving Park Branch
1422 East Livingston Ave. Columbus Ohio 43205
Dale Abrams, Chapter Admin



Thursday, April 4, 2024

Noon-1:15 Lunch and Program

Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program

Presented by Joseph O. Bull, J.D.

In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, “Leaving a Legacy: A New Look at Planned Giving Donors.” Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA’s most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders’ support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.

Joseph O. Bull, J.D. Joe Bull is the founder and principal of Philanthropy Advisory Council, LLC. With 39 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, the Columbus Zoo and Aquarium, and Wilmington College. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving and has also held gift planning positions at Duke and North Carolina State Universities. He is currently the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe was a member of the Planned Giving Today Editorial Advisory Board for 15 years. He is admitted to the Ohio and North Carolina bars.


Columbus Metropolitan Library:
Driving Park Branch

1422 E Livingston Ave. 43205

Parking is available at the library location.


11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program

Lunch will be provided by Katzinger’s Deli

Registration Fee

No Charge for CGPCO Members* – online reservations required 
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.
$45 Guests – online reservations and credit card payments required by the RSVP deadline

Cancellation and Refund Policy

Cancellations received in writing to CentralOhioPlannedGiving@gmail.com by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not receive a refund since we will have paid for your meal.

RSVP Deadline is Noon on Monday, April 1

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