Every Annual Fund Donor is a Planned Gift Prospect

فهرست عناوین اصلی در این پاورپوینت

فهرست عناوین اصلی در این پاورپوینت

● Developing A Proactive Planned Giving Marketing Plan
● Session Objectives
● Planned Giving Marketing
● Your Objectives
● The Second Donor Pyramid
● PG Trends
● Planned Giving Marketing
● Three Stages of Planned Giving
● The Development Gap
● 5 Steps to Close the Development Gap
● Identifying Planned Giving Donor Prospects
● Continuous Lifetime Giving
The Giving Lifecycle
● Purpose of the Annual Fund
● Analyzing Annual Giving Behavior—File Analysis
● The Biggest Predictor…
● Every Annual Fund Donor is a Planned Gift Prospect
● Internal Data
● External Data
● Types of Analysis
● PG Affinity Indicators
● Lifestage Annual Fund
● Probability/Possibility
● Using Enhanced Data
● Enhanced/Other Selects-External
● Enhanced/Other Selects–Internal
● Donor Rating Scores
● Planned Giving Prospect Matrix
● Developing a Proactive Planned Giving Marketing Plan
● Step 1
● Self-Selected or Proactive?
● The Most Important Factors
● PG Segmentation Hierarchy
● PG Constituent Segmentation Matrix
● What About Non-Donors?
● Step 2
● Segmentation for Gifts
● Age Based Gifts
● Gifts of Wealth
● At What Age, Wealth?
● Step 3
● Purpose of the Marketing Message
● Step 4
● PG Marketing Methods
● Purpose of the Medium
● Continuum of Direct Response
● Step 5
● Identify the Value Thread
● Donor Centered Messaging
● PG Donor Clusters
● Cluster Marketing
● Cluster Examples
● Special Populations
● Cluster Messaging
● Step 6
● Developing the Plan
● Planned Giving Marketing Matrix
● Planned Giving Marketing Plan Shell
● Planned Giving Marketing Plan
● Planned Giving Marketing Plan
Age Distribution
● Step 7
● An Integrated Department
● PG Free Rider Opportunities
● Free Rider Methods
● The One Thing
● Train Your AF Callers
● Face to Face
The MGO’s Role—PG Colombo
● Check Your Website
● Steps to Develop Your Plan
● In Summary
● RuffaloCODY

نوع زبان: انگلیسی حجم: 3.29 مگا بایت
نوع فایل: اسلاید پاورپوینت تعداد اسلایدها: 71 صفحه
سطح مطلب: نامشخص پسوند فایل: ppt
گروه موضوعی: زمان استخراج مطلب: 2019/06/07 11:01:45

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.۷۵۶.۷۴۸۳, www.ruffalocody.com, gift, give, donor, plan, marketing, affinity, pg, high, ., identify, wealth,

توجه: این مطلب در تاریخ 2019/06/07 11:01:45 به صورت خودکار از فضای وب آشکار توسط موتور جستجوی پاورپوینت جمع آوری شده است و در صورت اعلام عدم رضایت تهیه کننده ی آن، طبق قوانین سایت از روی وب گاه حذف خواهد شد. این مطلب از وب سایت زیر استخراج شده است و مسئولیت انتشار آن با منبع اصلی است.

http://ncgpc.org/documents/N/national-capital-gift-planning-council/2010/Logan-Session-Handout-final.ppt

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عبارات پرتکرار و مهم در این اسلاید عبارتند از: .۷۵۶.۷۴۸۳, www.ruffalocody.com, gift, give, donor, plan, marketing, affinity, pg, high, ., identify, wealth,

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www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ developing a proactive planned giving marketing plan timothy d. logan acfre national capital gift planning council may ۱۳ ۲ ۱ www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ session objectives use the annual fund to identify the best most qualified pg prospects in your data base using wealth information and pg scoring models understand the benefits of proactive pg marketing recognize the importance of using segmentation in pg marketing discuss the seven steps to develop an integrated planned giving marketing plan www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ planned giving marketing planned giving in the development process www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ your objectives immediate impact more gifts accelerated gift income long term increase program performance www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ the second donor pyramid planned giving www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg trends web wills cga’s comprise bulk of gifts crt’s decreasing donor advised funds family foundations npt krause and mangone stand alone programs decline increased collaboration with major gifts mass appeal marketing losing effectiveness special populations www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ planned giving marketing identify prospects who are ready for moves management face to face find prospects who are ready now www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ three stages of planned giving marketing gift planning stewardship www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ the development gap www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ ۵ steps to close the development gap identify your best prospects develop segments for marketing implement a marketing program qualify individual donors develop clusters education stewardship cultivation solicitation path www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ identifying planned giving donor prospects giving analysis enhanced data scoring www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ continuous lifetime giving the giving lifecycle dove et al ۲ ۲. www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ purpose of the annual fund secure new donors secure annual gifts upgrade existing donors identify major and planned giving prospects www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ analyzing annual giving behavior—file analysis measures of affinity loyalty passion if it’s about building a relationship how do we measure the strength of that relationship measures of ability wealth assets need to look at the total donor relationship www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ the biggest predictor… major gifts annual gift size is the single largest predicator of future large gifts planned giving frequency of af giving is the single largest predictor of planned gifts www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ every annual fund donor is a planned gift prospect every donor—has capacity to make a bequest many donors—have capacity to fund a charitable gift annuity cga some donors—can also fund other gift instruments charitable lead trust charitable remainder trust etc. www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ what data can we use to analyze the file www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ internal data demographic information email address source of name gift history cumulative giving lotof donor interest obtained actively or passively www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ external data age marital status of children education income stock real estate holdings email address www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ types of analysis giving patterns rfm recency of giving frequency money—size of gift giving history loyalty length of time on the file lotof continuous giving frequency over time high affinity non donors enhanced data selects www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg affinity indicators pg society attended events reunions board past board volunteer season tickets travel program www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ lifestage annual fund donors go through a cycle identify and target older lapsing annual fund donors develop relationship with institution begin planned gift marketing annuitize annual fund gift www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ probability possibility ability capacity data wallet affinity propensity interest heart www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ using enhanced data wealth information pg scoring models www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ enhanced other selects external age wealth rating planned giving indicators you can help make these pay off recent death in household donors to other charities lack of presence of living children james ۲ ۸ birth of first grandchild james ۲ ۸ church attendance rooney ۲ ۸ www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ enhanced other selects internal multi newsletter responders upgrade downgrade age gifts lotof title gender miss specific school college specific program donor loyalty scores volunteered email web hits www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ donor rating scores point system pyramid passion index www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ planned giving prospect matrix wealth high low high donor affinity philanthropic intent low c ۲ ۵ timothy d. logan acfre high low affinity if we could only get them to give us a million bill gates joan kroc high high affinity you already know them. you have buildings named after them. low low affinity you don’t want to spend money on them low high affinity they want to know more www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ developing a proactive planned giving marketing plan www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ step ۱ file segmentation for planned giving www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ self selected or proactive proactive marketing produces results and identifies more planned gifts. www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ the most important factors age frequency of giving loyalty length of time on file lotof recency of giving other key touch points www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg segmentation hierarchy multi year multi givers cut by age internal affinity scores including affinity touch points pg scores use wealth rating if appropriate for gift www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg constituent segmentation matrix affinity high low high number of gifts low c ۲ ۶ timothy d. logan acfre few gifts high affinity former faculty employees grateful patients board awardees many gifts high affinity multiple year givers legacy society few gifts low affinity advisors pg committee many gifts low affinity parents www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ what about non donors high affinity non donors donor loyalty scores affinity indicators based on touch points www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ step ۲ which type of planned gift www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ segmentation for gifts age based gifts bequest cga retirement assets wealth based gifts trust daf other combination life estate insurance deferred cga pif www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ age based gifts well…..age ۵۵ to ۸ other analyses based on direct mail rfm analysis recency of giving ۲۴ months frequency of giving over a specified period ۷ —sagrestano length of time on the file lotof average gift is not important title gender— dearth of results data www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ gifts of wealth length of time on the file lotof largest one time gift lotg total cumulative giving wealth rating indicator prospect research www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ at what age wealth dove et al. ۲ ۲. www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ step ۳ what is the purpose of the message www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ purpose of the marketing message education top of mind stewardship call to action ask www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ step ۴ choose the marketing media www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg marketing methods direct mail newsletters web telephone e mail press releases professional networks donor seminars face to face www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ purpose of the medium marketing channel direct mail piece postcard newsletter website email magazine telephone visits seminars events professional networks purpose identify educate educate top of mind identify top of mind qualify call to action qualify call to action educate qualify educate identify top of mind www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ continuum of direct response face to face telephone call video tape direct mail mass ads interactive non interactive personalization targeting www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ step ۵ develop a donor centered message www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ identify the value thread build the bridge in your messaging. if i am a ۶ year old with a ۷ million estate—i need to know my ۷ million will be put to good use—or i will give it elsewhere. they need to show me that they know me. from kay sprinkel www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ donor centered messaging crafting your legacy unlock the value of your assets using your real estate creatively increase your retirement income providing income to your elderly parents paying for college for your children or grandchildren sagrestano ۲ ۸ www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ pg donor clusters adding the donor’s information www.ruffalocody.com ۸ .۷۵۶.۷۴۸۳ cluster marketing age planned giving readiness immediacy of gifts comfort with legacy death wealth existing legacy society member board members development committee members …

کلمات کلیدی پرکاربرد در این اسلاید پاورپوینت: .۷۵۶.۷۴۸۳, www.ruffalocody.com, gift, give, donor, plan, marketing, affinity, pg, high, ., identify, wealth,

این فایل پاورپوینت شامل 71 اسلاید و به زبان انگلیسی و حجم آن 3.29 مگا بایت است. نوع قالب فایل ppt بوده که با این لینک قابل دانلود است. این مطلب برگرفته از سایت زیر است و مسئولیت انتشار آن با منبع اصلی می باشد که در تاریخ 2019/06/07 11:01:45 استخراج شده است.

http://ncgpc.org/documents/N/national-capital-gift-planning-council/2010/Logan-Session-Handout-final.ppt

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