Mastermind Groups:Gift Planning

Professional Development

TIMEWe all “have” time. The question is:

How are you choosing to use that time?

•Filled with frenetic activity or purposeful action?•How much more would you accomplish if you were able to simplify and organize your schedule to maximum effectiveness?•Through a systematic, on-going program – you can do more with less effort and in less time. . .

Purpose of the Program

•Improve individual’s performance = Improve the organization’s performance

•Increased revenue generation

•On-going professional development

•Goal setting AND Goal achievement

•Strategy and implementation

What is a Mastermind?Like-minded individualsRegular conversationsMutual support – Give & Receive“Two heads are better than one”Used by:

Andrew CarnegieHenry Ford, Thomas EdisonBenjamin FranklinThousands of other millionaires in the 20th

century

Who is this for?Development Directors

Planned GivingGoal Setting & Achieving

Department Professional/Personal

Anyone at a Non-Profit OrganizationJoin a Gift Planning MastermindCreate a different group – broader

content/objectives

ANY ONE that wants to reach a higher level of performance and success than they are experiencing now.

Mastermind Program

Weekly

•web-based

•Facilitated Discussion– not a lecture

Content

•Building a comprehensive Gift Planning program

•Professional/Personal development

Material

•Written resources

•Discussion – mutual support

Grand SLAM•Simplify

•Leverage

•Accelerate

•Maximize

Increase revenue:

Process

•5 to 6 participants+ Facilitator

•Accountability Partner

•Weekly Conf Call

•Planned Giving Technique

•Professional success achievement

•Preparation

Metrics - Targets

•# of donors approached

•#of donors acknowledge planned gifts/portfolio giving

•$ of new planned gifts

•$ of annual gifts from individuals

•Growth of the endowment

•Met with _______ donors about portfolio giving

•Increase of _____ % in new planned gifts

•$ _____ in acknowledged new planned gifts

•Increase of _______ % in annual individual giving.

•Increase of ________% in their endowment

Benefits•I

ncreased Revenue

•Professional Development

•Definite Plan

•ON-GOING Support for Implementation

•Accountability for Success

•Custom Designed for large organizations

Costs

TIME

•Weekly conference calls: 1 hour/week

EFFORT

•Preparation: up to 30 minutes/week

TIME

•Accountability partner: 10 minutes/day

BUDGET

•$130/month/participant

On-Going GrowthIt’s like Bonsai . . .

An artA scienceNatural flowControl of designWork on it every dayYou are never

finished

CLICK the Bonsai photo to learn more about Mastermind to Personal Power – ½ of the Non-Profit Planned Giving Mastermind Program