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Legacy Strategy - Coggle Diagram
Legacy Strategy
Where to advetise/promote?
Toronto Star (Ad for mount pleasant cemetary)
Zoomer Magazine
Healthcare publications?
Long-term care publications?
Good Times Magazine
AARP The Magazine
Reader's Digest
Fifty-five Plus Magazine
Hospital Digital Screens
Who to target?
long-term donors
monthly donors
donor who give every year
donors aged 55+
Mid-level donors
Marketing Channels that work Best
Direct Mail still works best for 55+
2 legacy specific mailings/ year
1 donor story pirece
1 "how-to" piece
Estate Planning Seminars
lawyers
financial planners
accountants
Legacy Giving Brochure
Why it matters
Donor Stories
Types of gifts
FAQ
Develop multi-year journey
newsletter stories
social posts
annual report section
Email signatures
Goals
Secure future unrestricted revenue
Deepen donor loyalty
Build ling-term sustainability
Once established, what can we do?
annual appreciation lunch
special updates
Should we come up with a name? Planned giving or legacy feels cold and transactional
Avoid tax heavy language & legal jargon
WEbsite
Do we need to make any changes?
