Legacy Ministry Marketing Plan and Materials List
(Please review first 12 month timeline to coordinate)
DURING THE FIRST 6 MONTHS (on the timeline)
1. Define Your Vision and Communicate to Leadership
· Incorporate in Church Statement
· Believe it/Share it!
· Brochure and person-to-person asking materials
· Website
2. Get Leadership on Board
· First the Pastors
· Presentations to Church Council, Finance Committee, Trustees and major donors
· Ask for Personal Commitments, one-on-one meetings
· Testimonies in meetings and one-on-one meetings
· Regular Leadership Reporting
DURING THE SECOND 6 MONTHS (on the timeline)
3. Communicate to the rest of the congregation
· Sermons on Planned Giving
· Newsletter Articles, brochure, website
· Targeted Group Presentations
· Tag lines on emails, bulletins and projection screens
· Membership Mailings
4. Educate
· Workshops/Seminars
· List Professionals in Congregation
· Speaker’s Bureau
· GUMF Resources
5. Challenge Your Donors
· Letter of introduction to member 55+ and remaining top 10% donors
· One-on-one Meetings
· Membership Mailings
6. Make it Easy to Give
· Train/Identify Key Players
· Brochures in Pews
· Wills Instruction
· Acknowledgement Forms
7. Celebrate
· Acknowledge Estate Gifts
· Identify Planned Givers
· Annual Recognition Event
· Regular Reports to Church
Possible Materials for your Legacy Giving Marketing Program
Item Person Responsible Timeline
□ Endowment brochure ______
□ Comprehensive gift acceptance policy with a ______
provision for named funds
□ Legacy Gift Confirmation Form ______
□ Leadership presentation PowerPoint ______
□ Training PowerPoint on how to prayerfully request a gift. ______
□ One-on-one presentation PowerPoint ______
□ Frequently asked questions for presentations ______
□ Sample bequest language (in the PowerPoint presentation)______
□ Examples of planned gifts (in the PowerPoint presentation) ______
□ Donor recognition information (in the PowerPoint presentation)______
□ Planned Giving educational materials on the website ______
□ List of resource professionals in the congregation ______
□ Tag lines on emails, info on newsletters, projection screens ______
□ Written and audio testimonies of givers ______
□ Annual report ______
□ List of Speaker’s Bureau ______
□ Written plan for marketing the Planned Giving ______
Program
□ ______
□ ______