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📋 SayPro Workshop Agenda Template.
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Email: info@saypro.online Call/WhatsApp: Use Chat Button 👇
Title: SayPro Planned Giving Donor Education Workshop
Theme: Empowering Your Legacy: Understanding Planned Giving Options with SayPro
Platform: In-person or Virtual via https://saypro.online
Duration: 2.5 Hours
Audience: SayPro donors, prospects, community stakeholders
✅ Workshop Overview
| Detail | Information |
|---|---|
| Date | [Insert Date] |
| Time | [Insert Time] |
| Location/Platform | [Insert Venue or Online Link] |
| Host | SayPro Donor Education Specialist (SCMR-2) |
| Facilitators | [Insert Names & Roles of Speakers/Trainers] |
| Number of Participants | [Insert Expected Attendance] |
| Materials Needed | Projector, handouts, SayPro Donor Guide, feedback forms |
| SayPro Contact Person | [Insert Name, Phone, Email] |
🕐 Workshop Agenda Schedule
| Time | Activity | Lead Person | Details |
|---|---|---|---|
| 09:00 – 09:15 | Welcome & Registration | Workshop Host | Greet participants, distribute name tags and handouts |
| 09:15 – 09:30 | Opening Remarks & SayPro Overview | SayPro Fundraising Office Rep | Brief overview of SayPro’s mission and goals |
| 09:30 – 09:50 | What is Planned Giving? | Donor Education Specialist | Define planned giving and its significance |
| 09:50 – 10:15 | Types of Planned Giving Options | Legal/Financial Expert or Facilitator | Wills, trusts, annuities, insurance policies |
| 10:15 – 10:35 | Tax Benefits & Legacy Impact | Tax Advisor or Financial Facilitator | High-level overview of tax advantages, charitable legacy |
| 10:35 – 10:50 | Break & Informal Networking | All Staff | Light refreshments / interactive poll |
| 10:50 – 11:15 | SayPro’s Planned Giving Program Explained | SayPro SCMR-2 Lead | Showcase SayPro’s planned giving portal and process |
| 11:15 – 11:40 | Interactive Donor Q&A Panel | All Facilitators | Answer participant questions, address common concerns |
| 11:40 – 12:00 | Success Stories & Testimonials | SayPro Donors (if available) | Share real examples of impact through legacy gifts |
| 12:00 – 12:15 | How to Take the Next Step | Donor Education Specialist | Walkthrough on enrolling in SayPro’s planned giving |
| 12:15 – 12:30 | Feedback Collection & Closing Remarks | Workshop Host | Collect feedback, share appreciation, provide contact links |
🗂 Supporting Documents and Materials Checklist
- SayPro Donor Guide (Printed or Digital)
- Workshop Agenda (Printed for Participants)
- Planned Giving Options Brochure
- FAQ Handout on Planned Giving
- Feedback/Survey Form
- Contact Sheet for Follow-Up
📢 Promotion Channels
- SayPro Website Banner
- Email Invitations
- WhatsApp Groups or SMS
- Social Media Campaign (SayPro Facebook, LinkedIn, Instagram)
- SayPro Newsletter Feature
📝 Post-Workshop Action Items
| Task | Responsible Person | Deadline |
|---|---|---|
| Send thank-you email to participants | CRM Manager / Assistant | Within 24 hours |
| Upload workshop recording to platform | Media Coordinator | Within 48 hours |
| Analyze feedback and create summary | Donor Education Specialist | Within 72 hours |
| Add all contacts to CRM for follow-up | SayPro Admin | Same day |
| Schedule follow-up 1-on-1 consultations | SayPro Fundraising Office | Within 1 week |
🎨 Design Notes
- Use SayPro branding throughout the presentation (logo, colors, fonts)
- Incorporate engaging visuals like icons, infographics, and slides
- Ensure all presentations are uploaded to the SayPro platform for future reference
🧾 Notes
- Customize time allocations based on audience and platform (shorter for virtual)
- Ensure legal and financial topics are communicated with general clarity (avoid personal advice unless qualified professionals are present)
- Collect visuals or testimonials ahead of time if showcasing donor stories
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