📄 SayPro Planned Giving Information Page – Website Publication Document.

Initiative: SayPro Monthly Donor Education Program – SCMR-2
Managed by: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Under the Oversight of: SayPro Marketing Royalty (SCMR)
Platform: https://saypro.online
Timeline for Completion: April 2025
Primary Objective: To publish a comprehensive, interactive, and visually engaging Planned Giving Information Page to serve as SayPro’s central educational resource on legacy and estate-based contributions.

🔹 Purpose of the Planned Giving Information Page

The SayPro Planned Giving Information Page is designed to be a permanent, interactive, and educational feature of SayPro’s digital presence. Its purpose is to:

1. Educate current and prospective donors on what planned giving is and why it matters.
2. Inspire legacy-based donations that contribute to SayPro’s long-term sustainability.
3. Engage donors through interactive content, tools, and personalized pathways.
4. Convert interest into action through contact forms, downloads, and follow-up systems.
5. Position SayPro as a thought leader in ethical and strategic giving.

🔹 Core Components of the Information Page

The page must be developed using SayPro’s official templates and branding standards and be hosted under a dedicated URL (e.g., saypro.online/plannedgiving).

🔸 1. Hero Section (Introduction)

• Headline Example: “Leave a Legacy. Change the Future with SayPro.”
• Visuals: High-quality imagery of communities impacted by SayPro’s work
• Call to Action (CTA): “Start Your Legacy Journey Today” with button linking to donor interest form

🔸 2. What is Planned Giving?

• Concise definition and examples (wills, trusts, insurance, retirement plans, etc.)
• Benefits to donors (tax, legacy, values)
• Benefits to SayPro (sustainability, growth, impact)

🔸 3. Types of Planned Giving Options

• Bequests in Wills and Trusts
• Charitable Gift Annuities
• Life Insurance Policies
• Retirement Accounts
• Real Estate Donations
• Donor-Advised Funds (DAFs)
• Each option must include:
  • Plain language explanation
  • Visual icon or illustration
  • Estimated impact example
  • Downloadable fact sheet (PDF)

🔸 4. Donor Stories and Testimonials

• Quotes, video clips, and short narratives from SayPro legacy donors
• “Why I Gave” series, sharing motivations behind planned gifts
• Impact photos and testimonials from programs funded by legacy donations

🔸 5. Interactive Tools

• Legacy Calculator: Estimates financial impact of different giving options
• My Giving Planner: Personal checklist tool to prepare for legacy contributions
• Live Chat Support: Embedded GPT-powered assistant or donor officer contact

🔸 6. Downloadable Resources

• “SayPro Legacy Giving Guide” (PDF booklet)
• “Checklist: How to Include SayPro in Your Will”
• “Planned Giving 101” Slide Presentation
• Annual Impact Report

🔸 7. Events and Webinars

• Upcoming education sessions listed with registration links
• Archived webinar replays available for download or viewing
• CTA to subscribe to SayPro Donor Insights Newsletter

🔸 8. Contact and Next Steps

• Embedded contact form with CRM integration
• Options to request a consultation, schedule a call, or receive printed material
• Direct phone/email details for SayPro Donor Education Specialist

🔹 Design and User Experience Guidelines

🔹 Backend and Integration Specifications

• CMS: Must be managed within SayPro’s secure website backend
• Analytics: Google Analytics and internal dashboard tracking page visits, click-throughs, and form submissions
• CRM Integration: Automatically adds form leads to SayPro donor CRM system
• Update Schedule: Reviewed quarterly; updated annually or after major legislative/tax changes

🔹 Maintenance and Continuous Improvement

The page is a living document and should evolve with donor feedback, financial trends, and SayPro’s programmatic developments. A maintenance log must be kept to:

• Track changes and edits
• Schedule content reviews
• Document user engagement statistics
• Plan new downloadable content and webinar embeds

🔹 Required Deliverables

🔹 Post-Publication Monitoring

Once published, the following must be monitored weekly for the first month:

• Page Views
• Downloads
• Conversion Rate (form submissions)
• Bounce Rate
• Session Duration
• Top Content Interactions

Weekly reports must be submitted to the SCMR Oversight Team.

🔹 Conclusion

The launch of the SayPro Planned Giving Information Page is a cornerstone of our April 2025 donor education strategy. It will serve not only as a gateway to knowledge but as a powerful digital engine to foster deep, long-term relationships with donors who believe in the lasting mission of SayPro.