planned giving marketing: how to inspire your donors

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Planned gift marketing: How to inspire your donors Leah Eustace, CFRE Principal & Chief Idea Goddess @LeahEustace

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Presentation to the CAGP Montreal Roundtable on January 16, 2013 by Leah Eustace, CFRE

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Page 1: Planned Giving Marketing: How to Inspire your Donors

Planned gift marketing: How to inspire your donors

Leah Eustace, CFREPrincipal & Chief Idea Goddess

@LeahEustace

Page 2: Planned Giving Marketing: How to Inspire your Donors

Getting through the clutter

Page 3: Planned Giving Marketing: How to Inspire your Donors

What’s in a name?

Page 4: Planned Giving Marketing: How to Inspire your Donors

Use language that resonates

Page 5: Planned Giving Marketing: How to Inspire your Donors

Focus on the right instruments

An estimated 95% of

planned gifts in Canada

are bequests.

Page 6: Planned Giving Marketing: How to Inspire your Donors

Why, not how

Page 7: Planned Giving Marketing: How to Inspire your Donors

Communicate with donors …

in the way in which they prefer to be communicated with

Page 8: Planned Giving Marketing: How to Inspire your Donors

Emotions versus logic

Page 9: Planned Giving Marketing: How to Inspire your Donors

Tell Stories

Page 10: Planned Giving Marketing: How to Inspire your Donors

Use appropriate storytellers

Page 11: Planned Giving Marketing: How to Inspire your Donors

Be personal

Page 12: Planned Giving Marketing: How to Inspire your Donors

Think of Jacqueline

Page 13: Planned Giving Marketing: How to Inspire your Donors

Write for comprehension, not an academic thesis

Page 14: Planned Giving Marketing: How to Inspire your Donors

Pay attention to design

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

Page 15: Planned Giving Marketing: How to Inspire your Donors

Use appropriate photos

Page 16: Planned Giving Marketing: How to Inspire your Donors

Be transparent

Page 17: Planned Giving Marketing: How to Inspire your Donors

Integrate

Page 18: Planned Giving Marketing: How to Inspire your Donors

Pay attention to your website

Page 19: Planned Giving Marketing: How to Inspire your Donors

In summary• Tell your stories• Put yourself in the shoes of your donors• Be authentic and compelling• Talk about why, not how• Use multichannel marketing• Use emotion, not logic• Beware of institution-speak• Be mindful of design• You have one mouth, but two ears

Page 20: Planned Giving Marketing: How to Inspire your Donors

Ecomuseum

Page 21: Planned Giving Marketing: How to Inspire your Donors

The Cancer Research Society

Page 22: Planned Giving Marketing: How to Inspire your Donors

Fondation Hôpital Charles-LeMoyne

Page 23: Planned Giving Marketing: How to Inspire your Donors

Les petits frères

Page 24: Planned Giving Marketing: How to Inspire your Donors

Leah Eustace, [email protected]

@LeahEustace(613) 232-9113 x 100

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