Survey to Scoreboard with Nathan Rice, CFRE -  Virtual Program

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Survey to Scoreboard with Nathan Rice, CFRE - Virtual Program

Learn how the Texas Tech methods work to successfully convert donor survey and marketing responses into documented planned gifts.

When and where

Date and time

Location

Online

Refund Policy

Refunds up to 7 days before event
Eventbrite's fee is nonrefundable.

About this event

  • 1 hour 5 minutes
  • Mobile eTicket

Join us on Friday February 10 for a virtual presentation with Nathan Rice, Senior Director of Gift Planning for Texas Tech University System.(TTUS)

During this session we will dive into a one-time donor survey, along with other gift planning marketing materials, used by the TTU System over the past seven years to generate qualified leads for major gift fundraisers. This includes the research, planning, implementation, response gathering, follow up, gift documentation, stewardship, and evaluation of multiple donor pieces.

The TTUS Office of Gift Planning planned and implemented the survey and marketing materials with the follow up and stewardship being a collaborative effort among all our fundraising professionals. We will walk through the entire process, including successes and short falls.

We will learn:

  1. How to implement a non-profit donor survey
  2. How to effectively follow up on donor survey and marketing responses
  3. How to turn those responses into booked gifts for your organization

Agenda

7:45 AM - Log On

7:55 AM - Welcome and Announcements

8:05 - 9:00 AM - Program

Our Presenter: Nathan Rice, CFRE

Nathan Rice, C.F.R.E., is Senior Director of Gift Planning for Texas Tech University System, where he helps donors achieve their philanthropic goals through gifts from wills, trusts, retirement assets and other financial and tax planning methods. The TTU System is comprised of five component institutions, Texas Tech University, Texas Tech University Health Sciences Center Lubbock, Texas Tech University Health Sciences Center El Paso, Angelo State University, and Midwestern State University.

After graduating college, Nathan volunteered in Honduras with the Peace Corps before beginning his career in personal and real estate lending for Citigroup. He then served as Sales Director and Deputy Executive Director for the Champaign County Convention and Visitor’s Bureau in Champaign, Illinois.

In 2009, Nathan returned to Lubbock as Director of Alumni Relations for Texas Tech University Health Sciences Center, where his role expanded to include development responsibilities for the School of Medicine. Building on his fundraising experience, he soon became Director of Development for the J.T. & Margaret Talkington College of Visual & Performing Arts at Texas Tech University. He joined the Texas Tech University System as a Gift planning Officer in 2014, then as Director in 2016.

He received his undergraduate degree in public relations with a minor in Spanish and his master’s degree in interdisciplinary studies with a focus in higher education administration, finance, and communications from Texas Tech University. Nathan also holds a graduate certificate in charitable financial planning, under Dr. Russell James, at Texas Tech. His wife, Lynsey, is also a Tech grad and they have two girls.

Recommended for:

  • Allied Professionals
  • Attorneys
  • Boards of Directors
  • CPAs
  • Consultants
  • Estate planning professionals
  • Financial Planners
  • Nonprofit Staffs
  • Trust Officers
  • Volunteers