planned giving communications
Post on 15-Jul-2015
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Before we begin...
Credit!Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
✓ Select something simple
✓ Don’t need PhD in psychology or financial services✓ Choose one easy thing that is the right size for your
cause✓ Gets people in your market thinking about the
more complex part✓ Not everyone is your target✓ Gentle, not aggressively marketed
Planned Giving Communications
✓ Cash flow
✓ Tax alleviation
✓ Honoring your loved ones
✓ Show values as a leader
✓ Legacy of your cause continues
Communicate Benefit to the Donor
✓ Start with stories
✓ Inspire them a to leave a legacy
✓ Show how they accomplish a personal goal
Donor Will Feel Good Right Now
✓ Big complex marketing campaigns
✓ Full of swirly cursive calligraphy and hymn quotes
✓ It's about your final will and testament
✓ If you don't direct your money someone else will
Perception
You're ALREADY doing it!
✓ Newsletters✓ Annual Reports✓ Email Campaigns✓ Social Media Campaigns and Presence✓ Individual Conversations
Reality: SURPRISE!!!
Next Masters Circle
● Next Masters Circle session is on May 27th
● Watch your email for instructions
● Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Help us help you
● Submit a question or topic request
http://mosaicnpd.com/masters-circle-topic-request/
● Sign up for our blog
http://www.mosaicnpd.com/feed
● Hang tight for the quick survey
Stay in touch
For additional information:Heidi Hancock, CFREDavid A. Svet
Toll Free 1-800-485-0742
email: info@mosaicnpd.com
Skype: Mosaicnpd
www.mosaicnpd.com
http://www.facebook.com/MosaicNPD
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