21
The Masters Circle Planned Giving Communications

Planned Giving Communications

Embed Size (px)

Citation preview

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.

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: [email protected]

Skype: Mosaicnpd

www.mosaicnpd.com

http://www.facebook.com/MosaicNPD

http://twitter.com/MosaicNPD

http://www.mosaicnpd.com/feed

Thank youMosaicnpd.com