Wednesday, July 8th, 2015
4:00 PM - 5:15 PM: Breakout 4
Planned Giving and Membership: Competitors or BFFs?
Question: Are Planned Giving marketing efforts in direct competition with Membership marketing efforts? The answer depends on your organization's culture and the relationship between these two important fundraising programs. Right? We'll show you how Ocean Conservancy doubled their Legacy Society, generated over 750 qualified leads and helped Membership improve their overall results. We will make a compelling case for integration between these two programs and offer a mini clinic to help you overcome rifts, build trust, and encourage these two entities within your organization to become more closely linked for both your benefits and that of your organization.
Learning Outcome #1
By attending this session participants will learn: Increase your Planned Giving Marketing response rates, reduce your marketing expenses, and increase staff resources devotes to your planned giving goals.
Learning Outcome #2
By attending this session participants will learn: Overcome perceived challenges of working with membership and develop a fully integrated marketing program that benefits all sectors of membership and development.
Learning Outcome #3
By attending this session participants will learn: Learn several ways to share resources and the rewards of a well-integrated marketing program.