People - Volunteer Driven Selecting the right volunteers (Criteria) Character Listener Connector Committed to a legacy gift personally Knows little about planned giving Not a current financial planner
Resources Printed Material Video’s Online Resources List of approved Lawyers & Financial Advisors Business Card with Volunteer’s Name Sample Script for Presentation Other?...
Training Volunteer is selected and screened Should be aware of the organization Coached in articulating the impact clearly Give volunteer access to Leave a Legacy Group for networking and support.
Partnerships Local “Leave a Legacy” Group or CAGP (Canadian Association of Gift Planners) AFP (Association of Fundraising Professionals) Access to other charities and partners to ask questions Leave a Legacy National Website Other partnerships…
Warning / Caution Be aware of undue influence with the potential donor Directing someone to a specific partner (Lawyer or Advisor) Directing someone to a specific product (I.E. ONLY insurance)
First Steps Start with yourself Board Volunteers and former board members Build legacy giving into all communications. Not, “would you consider us in your will”, but a testimony of someone who has done it or someone who did and the impact today. Focus on narrative (stories) and get coached is needed. Remember that your sharing impact not product or process. Add to your web site and include legal name and charity #
Suggestions from Fraser Green Tell stories of others who have made a bequest. Deeply personal. WHY not HOW. Speak to the cause not the organization. People give to the UW to help homeless. Past – Present & Future. What are the needs 15 years from now. Never tell a donor that they need a will or give financial advice. Reassure donor that you will be careful with their money. Use BIG serif fonts. 13 point min. Clean layout. Photos of money at work. Shots of board members around a table accomplish nothing.
Example Of A Volunteer’s Presentation “Hospice Kingston”
Prime the Pump - Table Groups 1.Pick a movie, play, book, song, poem or TV show that has had a deep impact on you. (You can pass if you wish) 2.Share briefly what it is and why it is impactful to you? (45 seconds each) 3.What is it about that impact that aligns with the mission or outcomes of the current organization you serve or volunteer with?