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12 Things Legacy Donors Want From YOU Fraser Green, Chief Strategist & Smartypants www.goodworksco.ca

Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

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Make your donors fall in love… The Planned Giving Counsel of Simcoe County proudly presents Fraser Green. Fraser is a highly respected fundraising consultant and author. He co-wrote Iceberg Philanthropy and authored 3D Philanthropy. His company Good Works helps charities build loyal constituencies by using a combination of market research and philanthropic practices. Learn how to establish a successful philanthropic program based on donor loyalty. Interact with a master and get practical advice on how to engage your donors. Fraser will walk you through the emotional and motivational dimensions of fundraising. As an added bonus he will give some specific advice for your organization. For more information about the Planned Giving Counsel of Simcoe County, please visit: http://www.plannedgivingsimcoe.org/

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Page 1: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

!12!Things!Legacy!Donors!

Want!From!YOU!Fraser!Green,!Chief!Strategist!&!Smartypants!

www.goodworksco.ca!

Page 2: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

What!would!YOU!like!them!to!!say!at!YOUR!90th!birthday?!

Page 3: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

1.!To!leave!a!legacy!for!which!!!!!they’ll!be!remembered!

Page 4: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Every!donor!wants!to!know!she’s!changing!the!world!–!somehow.!

Page 5: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

2.!To!have!impact!on!the!future!

Page 6: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Erik!Erikson!

Gen!!!

generaOvity!

Page 7: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

3.!To!find!meaning!and!!!!!!!!purpose!through!philanthropy.!

Page 8: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

What!God!said!to!Neal!David!Walsch!

Page 9: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

4.!Beliefs!are!the!Krazy!Glue!of!human!relaOonships.!Connect!there.!

Page 10: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Caldiani’s!‘consistency’!as!a!means!of!persuasion.!

Page 11: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

5.!Show!a!consistent!&!coherent!past,!present!and!future!

Page 12: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Would!you!by!a!used!!car!from!this!guy?!

Page 13: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

6.!Fundraisers!and!allied!professionals!are!BOTH!in!the!trust!business.!

Trust/noun!noun:!trust!

firm!belief!in!the!reliability,!truth,!ability,!or!strength!of!someone!or!something.!"relaOons!have!to!be!built!on!trust"!

Page 14: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

7.!What!do!legacy!donors!want!from!fundraisers?!

Page 15: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

why!!

They!want!inspiraOon!to!give!_!NOT!an!instrucOon!manual!!

Page 16: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

8.!What!do!donors!want!from!allied!professionals?!

Page 17: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

how!They!want!to!do!the!!paperwork!with!you!!

Page 18: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Why!are!humans!at!the!!top!of!the!food!chain?!

Page 19: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

9.!Nothing!is!more!important!to!the!human!being!than!to!belong.!

Page 20: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

The!insOtuOon!has!NO!needs!–!ever.!

Page 21: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

10.!Your!job!is!to!connect!people!with!people.!(or!maybe!kidens)!

Page 22: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

Humans!are!EMOTIONAL!animals!(4!primary!emoOons!to!relate!to)!

Page 23: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

!What!Maya!Angelou!said…!

Page 24: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

11.!Your!donors!want!to!share!deep!feelings!with!you.!

Page 25: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

And last, but not least… the neurology proves it"

Page 26: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

12.!No!form!of!human!communicaOon!is!more!powerful!than!storytelling.!

Page 27: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green

The!two!most!important!!moments!in!my!life.!

11:20!p.m.!October!18,!1988!6:35!p.m.!June!21,!1999!

Page 28: Planned Giving Counsel Simcoe County: 2014 Symposium ft. Fraser Green