PLANNED GIVING - THE INCREDIBLE CHANGE AGENT YOU HAVE BEEN WAITING FOR
Friday, July 12th, 2019
2:00 PM - 3:15 PM: Breakout 7
The biggest opportunity for every charity is right here, right now: It's Planned Gifts or Legacies. Planned giving programs are the greatest fundraising opportunity we have seen in generations but are we really engaging everyone we possibly can in this amazing way to connect with our causes? Are we engaging supporters in an inspiring way and helping them express their values through a future gift to our organizations? Are we doing enough to reach a wider audience of people who leave a gift but never tell us during their lifetimes? Are we making legacies inspiring, open and accessible?
This session will give you the tools you need to build a transformational legacy strategy that encompasses all areas of your organization and will help you build real relationships with donors large and small. Through amazing examples from around the world, we will show participants how organizations are combining DRM strategies with DITV and Digital to engage more people in planned gifts than ever before. Kimberley and Stephen will demonstrate how integrating planned giving into your donor journeys will actually enhance your current relationships with donors and support those relationships for the long haul. Through real examples, we will show you how combining channel integration with inspiring creative and solid strategy can elevate your own program.
ACLU will also demonstrate their comprehensive strategies for engagement and how they have integrated digital, mail, phone and video to build on their donor relationships, positioned planned gifts as a natural way to give for donors who want to do more and how they have inspired people to communicate and connect more with the organization through their integrated planned giving marketing program. ACLU will also demonstrate how investment into planned giving has enhanced relationships overall and delivered amazing Lifetime value. We will share specific tips on how you can easily integrate planned giving in a more concrete way into your own donor journey's, and what best practises could work for you.
With so many of the planned gifts we receive not from people we have deep relationships with, we need to look differently at how we are integrate planned giving marketing into our communications and fundraising mix - and this is the session that can help you do just that.
If you want to change the culture of your organization and make planned giving more accessible to many of your donors, then this session should not be missed. We want you to think differently and much more bravely about legacies and see the opportunity and be inspired to integrate planned giving like never before.
See how organizations are inspiring more people to engage with planned giving through integrated marketing approaches
Learn what options in marketing planned giving are right for your organization
Be inspired to change your thinking about planned giving and use it as a tool in great donor engagement
Learning Outcome #1
By attending this session participants will learn: • Learn the tools you need to build a transformational legacy strategy that encompasses all areas of your organization and will help you build real relationships with donors large and small.
Learning Outcome #2
By attending this session participants will learn: • Learn strategies for increased planned giving engagement and how to integrate digital, mail, phone and video to build on current donor relationships
Learning Outcome #3
By attending this session participants will learn: • Understand how organizations are combining DRM strategies with DITV and Digital to engage more people in planned gifts than ever before.
To enhance the attendee's learning experience, we are looking for a variety of presentation styles. Please indicate your style: A discussion