Your one page guaranteed to work one page legacy plan
•
3 recomendaciones•944 vistas
AFP Presentation
Recomendados
Más contenido relacionado
La actualidad más candente
La actualidad más candente (19)
Destacado
Similar a Your one page guaranteed to work one page legacy plan
Similar a Your one page guaranteed to work one page legacy plan (20)
Más de WWF-Australia
Más de WWF-Australia (20)
Último
Último (20)
Your one page guaranteed to work one page legacy plan
- 1. Your One-Page Guaranteed*-to-Work Legacy Program (*Guaranteed-to-Work if You Have Donors and You Execute the Plan with Good Copy, Stories and Design) Sean Triner Sean.triner@paretofundraising.com
- 2. Commercial in confidence ©Pareto Fundraising 2012
- 3. The Best Legacy Strategy …. Ever?
- 4. Commercial in confidence ©Pareto Fundraising 2012
- 8. Start with some data
- 9. Write down your estimate…
- 11. Write down your estimate…
- 13. What about your legacy plan
- 14. PARETO FUNDRAISING BENCHMARKING INDIVIDUAL GIVING: TRENDS REPORT 2012 © 2012
- 15. 2012 Members
- 16. Average legacy by year, excluding gifts below $1k 2002 $50 2003 $46 2004 $50 2005 $49 2006 $58 Year 2007 $59 2008 $53 2009 $56 2010 $56 2011 $53 $0 $10 $20 $30 $40 $50 $60 $70 Thousands Average Bequest Amount 16 PFBM9_IncomeSummary_v1.xlsm
- 17. Pledged legacy rate by year of first gift 0.6% Expect longer term donors to be more likely to put you in their will: 0.5% • They are older. • They have been asked more times. • They are committed supporters. 0.4% 0.3% 0.2% 0.1% 0.0% 2002 2003 2006 2009 2004 2005 2007 2008 2010 2011 PFBM9_Analysis_ALL_v5.xlsm 17
- 18. Pledged legacy rate by recency of cash gift (months) 1.0% Recency of cash gift also correlates with 0.9% likelihood to be a legacy pledger 0.8% 0.7% 0.6% 0.5% 0.4% 0.3% 0.2% 0.1% 0.0% 0-12 13-24 25-36 37-48 49-60 61-72 73-84 85+ PFBM9_Analysis_ALL_v5.xlsm 18
- 19. Pledged legacy rate by number of cash gifts 3.0% Number of previous cash gifts correlates strongly with intention to legacy 2.5% 2.0% 1.5% 1.0% 0.5% 0.0% 10+ 9 8 7 6 5 4 3 2 1 PFBM9_Analysis_ALL_v5.xlsm 19
- 20. Pledged legacy rate by Value of highest cash gift 7.0% 3,500 6.0% 3,000 5.0% 2,500 4.0% 2,000 3.0% 1,500 2.0% 1,000 1.0% 500 0.0% 0 Conf BQ Penetration No. of Conf BQ 20 PFBM9_Analysis_ALL_v5.xlsm
- 21. Pledged legacy rate by type of support 4.0% Donors who support more in life intend to 3.5% support more in death, with the absolute exception of face to face recruited donors. 3.0% 2.5% 2.0% 1.5% 1.0% 0.5% 0.0% PFBM9_Analysis_ALL_v5.xlsm 21
- 24. The Survey Let’s have a look….
- 25. Survey Follow up When asking about monthly gifts too MG = monthly giving
- 27. Legacy pack - example