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TODAY’S SESSION WILL BEGIN AT 1:00PM EST... If you have not yet dialled in to the conference line, please do so now: Call: 1-888-289-4573 Access code: 2200361 Technical Difficulty? Please email Richelle at [email protected] or by calling 1-888-430-9494 ext. 1. CAGP-ACPDP™ Webinar Wednesday’s Presents: The Gift Planning Donor Cycle

How do you market to your legacy donors? CAGP Webinar, September 2012

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The average person is bombarded with 4,000 marketing messages each day. How do we, as planned giving professionals, stand out from the crowd? In this webinar, we’ll review the best practices, quantitative and qualitative research that will steer you in the right marketing direction, ensuring a group of inspired and loyal legacy donors to your cause. You’ll be left with a list of concrete things you can do, right now, to ramp up your program.

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Page 1: How do you market to your legacy donors? CAGP Webinar, September 2012

TODAY’S SESSION WILL BEGIN AT 1:00PM EST...

If you have not yet dialled in to the conference line, please do so now:

Call: 1-888-289-4573

Access code: 2200361

Technical Difficulty? Please email Richelle at [email protected] or by calling 1-888-430-9494 ext. 1.

CAGP-ACPDP™Webinar Wednesday’s Presents:

The Gift Planning Donor Cycle

Page 2: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

2Follow the discussion online, use #CAGPWeb in your tweets!

Today’s Session:

How do you Market to your Donors?

Presenter: Leah Eustace Principal and Chief Idea Goddess

Good Works

[email protected]

Leah Eustace

Leah is a ‘fundraiser’s fundraiser’ with a wide and varied background in charitable fund development. At Good Works, Leah has worked with name-brand clients such as the Canadian Red Cross...

Read Leah’s full bio here.

Follow Leah on Twitter: @LeahEustace

Page 3: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

3Follow the discussion online, use #CAGPWeb in your tweets!

Getting through the clutter

Page 4: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

4Follow the discussion online, use #CAGPWeb in your tweets!

Proceed with caution

Page 5: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

5Follow the discussion online, use #CAGPWeb in your tweets!

What’s in a name?

Page 6: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

6Follow the discussion online, use #CAGPWeb in your tweets!

Use language that resonates

Page 7: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

7Follow the discussion online, use #CAGPWeb in your tweets!

Focus on the right instruments

An estimated 95% of planned gifts in Canada

are bequests.

Page 8: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

8Follow the discussion online, use #CAGPWeb in your tweets!

Why, not how

Page 9: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

9Follow the discussion online, use #CAGPWeb in your tweets!

Communicate with donors in the way in which they prefer to be communicated

Page 10: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

10

Follow the discussion online, use #CAGPWeb in your tweets!

Emotions versus logic

Page 11: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

11

Follow the discussion online, use #CAGPWeb in your tweets!

Tell Stories

Page 12: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

12

Follow the discussion online, use #CAGPWeb in your tweets!

Use appropriate storytellers

Page 13: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

13

Follow the discussion online, use #CAGPWeb in your tweets!

Make your case

Page 14: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

14

Follow the discussion online, use #CAGPWeb in your tweets!

Be personal

Page 15: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

15

Follow the discussion online, use #CAGPWeb in your tweets!

A potential opportunity?

Page 16: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

16

Follow the discussion online, use #CAGPWeb in your tweets!

Think of Jacqueline

Page 17: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

17

Follow the discussion online, use #CAGPWeb in your tweets!

Write for comprehension, not an academic thesis

Page 18: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

18

Follow the discussion online, use #CAGPWeb in your tweets!

Pay attention to design

Why on earth would you want to make something hard to read?

Page 19: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

19

Follow the discussion online, use #CAGPWeb in your tweets!

Use appropriate photos

Page 20: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

20

Follow the discussion online, use #CAGPWeb in your tweets!

Be transparent

Page 21: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

21

Follow the discussion online, use #CAGPWeb in your tweets!

Steward your secret donors

Page 22: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

22

Follow the discussion online, use #CAGPWeb in your tweets!

Break down the silos

Page 23: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

23

Follow the discussion online, use #CAGPWeb in your tweets!

Integrate

Page 24: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

24

Follow the discussion online, use #CAGPWeb in your tweets!

Pay attention to your website

Page 25: How do you market to your legacy donors? CAGP Webinar, September 2012

For more information on upcoming webinars, please visit www.cagp-acpdp.orgFollow us on twitter @CAGP_ACPDP

25

Follow the discussion online, use #CAGPWeb in your tweets!

In summary

Tell your storiesPut yourself in the shoes of your donorsBe authentic and compellingTalk about why, not howUse multichannel marketingUse emotion, not logicBeware of institution-speakYou have one mouth, but two ears

Page 26: How do you market to your legacy donors? CAGP Webinar, September 2012

WE WOULD LOVE TO HEAR WHAT YOU THINK!

Please take a moment to answer 7 quick questions about this webinar, just click here:

http://www.surveymonkey.com/GPW2

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Thank – You For Attending!