planned giving communications
TRANSCRIPT
The Masters CirclePlanned Giving Communications
Your Masters Circle hosts
Heidi Hancock, CFRE David A. Svet
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.
Planned Giving Communications
✓ 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
Planned Giving Communications
Planned Giving Communications
It’s perfectly safe. Trust me.
✓ 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
Planned Giving Communications
Planned Giving Communications
Execution of the Plan
Execution of the Plan
✓ 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!!!
Execution of the Plan
Any questions?
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.
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Stay in touch
For additional information:Heidi Hancock, CFREDavid A. Svet
Toll Free 1-800-485-0742
email: [email protected]
Skype: Mosaicnpd
www.mosaicnpd.com
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