25
Your Donors have Spoken Leah Eustace, CFRE Principal & Chief Idea Goddess @LeahEustace

Your planned giving prospects have spoken

Embed Size (px)

DESCRIPTION

Leah Eustace's presentation to the CAGP National Conference 2013, on learnings from over 40 focus groups with planned giving prospects.

Citation preview

Page 1: Your planned giving prospects have spoken

Your Donors have Spoken

Leah Eustace, CFREPrincipal & Chief Idea Goddess

@LeahEustace

Page 2: Your planned giving prospects have spoken

Getting through the clutter

Page 3: Your planned giving prospects have spoken

Proceed with caution

Page 4: Your planned giving prospects have spoken

What’s in a name?

Page 5: Your planned giving prospects have spoken

Use language that resonates

Page 6: Your planned giving prospects have spoken

Focus on the right instruments

An estimated 95% of

planned gifts in Canada

are bequests.

Page 7: Your planned giving prospects have spoken

Why, not how

Page 8: Your planned giving prospects have spoken

Communicate with donors …

in the way in which they prefer to be communicated with

Page 9: Your planned giving prospects have spoken

Emotions versus logic

Page 10: Your planned giving prospects have spoken

Tell Stories

Page 11: Your planned giving prospects have spoken

Use appropriate storytellers

Page 12: Your planned giving prospects have spoken

Make your case

Page 13: Your planned giving prospects have spoken

Be personal

Page 14: Your planned giving prospects have spoken

A potential opportunity?

Page 15: Your planned giving prospects have spoken

Think of Jacqueline

Page 16: Your planned giving prospects have spoken

Write for comprehension, not an academic thesis

Page 17: Your planned giving prospects have spoken

Pay attention to design

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

Page 18: Your planned giving prospects have spoken

Use appropriate photos

Page 19: Your planned giving prospects have spoken

Be transparent

Page 20: Your planned giving prospects have spoken

Steward your secret donors

Page 21: Your planned giving prospects have spoken

Break down the silos

Page 22: Your planned giving prospects have spoken

Integrate

Page 23: Your planned giving prospects have spoken

Pay attention to your website

Page 24: Your planned giving prospects have spoken

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 25: Your planned giving prospects have spoken

Thank you!

Leah Eustace, CFREPrincipal and Chief Idea Goddess

Good Works

613.232.9113 x [email protected]

@LeahEustace