Luncheon Program
Thursday, March 13, 2025 • 12:00 to 1:30 PM PT via Zoom
Title: Building your Donor Persona(s): A Storytelling and Data Approach to Prospecting
Presented by:
Kelsey Picken, PhD, CFRE, CSPG
Director, Legacy & Gift Planning
Children’s Medical Center Foundation - Dallas
Director, Legacy & Gift Planning
Children’s Medical Center Foundation - Dallas
Program Description:
Storytelling is not only imperative for moving a fundraising conversation forward; it also helps us better understand our prospects. But what happens when you overlap these with your organization’s historical donor data? By stretching beyond archetypes and dismantling assumptions, this session will walk through how to uncover your organization's unique donor giving behaviors and values to more clearly identify who your prospects are, as well as stretch you to see who else they could be.
About the Presenter:
Recent winner of the Association of Healthcare Professionals “40 Under 40” award, Kelsey Picken, PhD, CFRE, CSPG currently serves as the director of legacy & gift planning at Children’s Medical Center Foundation in Dallas. Prior to moving to the Metroplex, she served as a fundraiser across higher education, museums, and health care sectors in Los Angeles. Between completing an award-winning dissertation on philanthropy from Claremont Graduate University and becoming a certified Death Doula, Picken aims to ensure that building a legacy is accessible for all. Expanding her commitment to philanthropic excellence, Picken also currently serves as a board member for the Lone Star and Dallas councils of Charitable Gift Planners, as well as the Fort Worth Public Library Foundation.
Storytelling is not only imperative for moving a fundraising conversation forward; it also helps us better understand our prospects. But what happens when you overlap these with your organization’s historical donor data? By stretching beyond archetypes and dismantling assumptions, this session will walk through how to uncover your organization's unique donor giving behaviors and values to more clearly identify who your prospects are, as well as stretch you to see who else they could be.
About the Presenter:
Recent winner of the Association of Healthcare Professionals “40 Under 40” award, Kelsey Picken, PhD, CFRE, CSPG currently serves as the director of legacy & gift planning at Children’s Medical Center Foundation in Dallas. Prior to moving to the Metroplex, she served as a fundraiser across higher education, museums, and health care sectors in Los Angeles. Between completing an award-winning dissertation on philanthropy from Claremont Graduate University and becoming a certified Death Doula, Picken aims to ensure that building a legacy is accessible for all. Expanding her commitment to philanthropic excellence, Picken also currently serves as a board member for the Lone Star and Dallas councils of Charitable Gift Planners, as well as the Fort Worth Public Library Foundation.
Program Fees:
$30 - Member Fees
$45 - Non Member Fees |
Continuing Education Credit:
N/A |