Want to know what all the animals have to do with fundraising? Get the recording here! http://mosaicnpd.com/shop/masters-circle/ The Masters Circle is a monthly online fundraising discussion session where you can connect with, learn from, and share ideas with some of the most innovative fundraisers and nonprofits on the planet. Each month we answer your questions and cover the topics you suggest. Sign up for the next live session! http://results.mosaicnpd.com/masters/ In this session we cover: * How to engage with your supporters without giving the impression that you are looking forward to their demise. * Simple and effective ways to start or enhance a planned giving program by keeping the direct and immediate benefit to your supporter front and center. * Executing your planned giving programs... without feeling like an executioner! Simple and cost effective ways to get the word out and honor your planned givers. We answer questions about: * How to build a planned giving communications campaign * The best kind of communications calendar for a planned giving program Submit a question for the Masters Circle: http://mosaicnpd.com/masters-circle-topic-request/

1. The Masters Circle
Planned Giving Communications

2. Your Masters Circle hosts
Heidi Hancock, CFRE David A. Svet

3. 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.

4. Planned Giving Communications

5. ✓ 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

6. Planned Giving Communications

7. Planned Giving Communications
It’s perfectly safe. Trust me.

8. ✓ Cash flow
✓ Tax alleviation
✓ Honoring your loved ones
✓ Show values as a leader
✓ Legacy of your cause continues
Communicate Benefit to the Donor

9. ✓ Start with stories
✓ Inspire them a to leave a legacy
✓ Show how they accomplish a personal goal
Donor Will Feel Good Right Now

10. Planned Giving Communications

11. Planned Giving Communications

12. Execution of the Plan

13. Execution of the Plan

14. ✓ 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

15. You're ALREADY doing it!
✓ Newsletters
✓ Annual Reports
✓ Email Campaigns
✓ Social Media Campaigns and Presence
✓ Individual Conversations
Reality: SURPRISE!!!

16. Execution of the Plan

17. Any questions?

18. 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.

19. 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

20. Stay in touch
For additional information:
Heidi Hancock, CFRE
David A. Svet
Toll Free 1-800-485-0742
email: info@mosaicnpd.com
Skype: Mosaicnpd
www.mosaicnpd.com
http://www.facebook.com/MosaicNPD
http://twitter.com/MosaicNPD
http://www.mosaicnpd.com/feed

21. Thank you
Mosaicnpd.com