Your cart is currently empty!
📘 SayPro April 2025 Task: Conduct Two Online or In-Person Sessions on Planned Giving Benefits.
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 👇
Program: SayPro Monthly Donor Education Initiative (SCMR-2)
Managed by: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Oversight By: SayPro Marketing Royalty (SCMR) Oversight Team
Platform: https://saypro.online
Timeline: By April 30, 2025
Target Audience: Existing and prospective SayPro donors, partners, and stakeholders
🔹 Purpose of the Task
The primary aim of this initiative is to host two comprehensive donor education sessions—delivered either online or in person—focused on the benefits of planned giving for both donors and SayPro as a nonprofit organization. These sessions will serve to inform, inspire, and activate deeper philanthropic engagement through strategic, long-term contributions.
These sessions will not only promote awareness but also drive donor conversions and strengthen SayPro’s fundraising ecosystem. They are critical to supporting the April 2025 activities of the SayPro Monthly Donor Education (SCMR-2) campaign.
🔹 Strategic Objectives
- Educate Donors
Clearly explain the tangible and intangible benefits of planned giving to individuals and families. - Promote SayPro’s Mission
Show how planned giving supports SayPro’s long-term projects and sustainability. - Strengthen Relationships
Foster trust and commitment through face-to-face or real-time engagement. - Encourage Action
Motivate attendees to take the next step in their giving journey—e.g., naming SayPro in a will, donating a life insurance policy, or scheduling a consultation with a financial advisor. - Collect Feedback
Use session interactions to gather insights into donor questions, hesitations, and motivations.
🔹 Session Requirements and Specifications
Each session should follow a high-quality structure, combining informative content, interactive components, and opportunities for audience engagement.
| Session Element | Description |
|---|---|
| Length | 60–90 minutes |
| Format | Live via Zoom, Google Meet, Microsoft Teams, or hosted in-person at a SayPro-approved venue |
| Capacity | Minimum 20 participants per session (combined virtual and in-person) |
| Materials | Slide presentation, handouts, Q&A sheet, session outline, feedback form |
| Facilitators | SayPro Donor Education Specialists or trained SCMR-2 representatives |
| Registration Process | Through SayPro website with automated confirmations and reminders |
🔹 Suggested Titles for the Sessions
- “Legacy Living: The Benefits of Planned Giving for You and Your Community”
- “Impact that Lasts: How Planned Giving Strengthens Nonprofits and Empowers Donors”
These titles must be visually represented in all session promotional materials and carry SayPro branding.
🔹 Core Topics to Be Covered
📌 Session Part 1: Introduction to Planned Giving
- What is planned giving?
- Types of planned gifts
- Myths and misconceptions
📌 Session Part 2: Donor Benefits
- Tax advantages (income, estate, capital gains)
- Leaving a lasting legacy
- Aligning values with giving
- Creating a philanthropic identity
📌 Session Part 3: Organizational Benefits
- Stability and long-term planning for SayPro
- Ability to expand impact and reach
- Lower fundraising costs over time
- Diversified revenue stream
📌 Session Part 4: Real-Life Examples & Case Studies
- Testimonials from past planned givers
- Sample scenarios (e.g., including SayPro in a will, gifting retirement assets)
📌 Session Part 5: Interactive Q&A
- Open discussion with attendees
- Answering frequently asked questions
- Invitation to connect with SayPro fundraising officers
🔹 Promotional Activities
To ensure strong participation, SayPro teams must use the following methods for promotion:
- 📧 Email invitations via SayPro CRM
- 📱 Social media posts on Facebook, LinkedIn, and Instagram
- 📰 Newsletter and blog announcements
- 🖥️ Web banners and pop-ups on saypro.online
- 📞 Direct phone outreach to past donors and interested participants
Each promotional message must be tracked and submitted as part of the session report.
🔹 Session Materials and Deliverables
Each team must develop and submit the following for each session:
- ✅ Session Outline and Agenda
- ✅ SayPro-branded Slide Deck (PPT or Google Slides)
- ✅ Participant Handout: “Top 10 Benefits of Planned Giving”
- ✅ Feedback Form (paper or Google Form)
- ✅ Attendance Report
- ✅ GPT Prompt Log (if AI was used for content generation)
- ✅ Follow-up Email Template for All Attendees
🔹 Post-Session Follow-up
Follow-up is a critical component of the session. Each facilitator or team must:
- Send a thank-you and recap email within 48 hours
- Include access to a recorded replay (if applicable)
- Provide links to SayPro’s planned giving resources page
- Schedule one-on-one consultations with interested participants
- Update CRM with engagement status and notes
🔹 Evaluation and Success Metrics
| Metric | Target |
|---|---|
| Attendance | At least 20 participants per session |
| Engagement | 75%+ response rate on feedback forms |
| Leads Generated | Minimum 5 prospective planned givers per session |
| Follow-Up Completed | 100% follow-up within 5 business days |
| Content Quality | Rated 4 out of 5 or higher on feedback forms |
These metrics must be summarized in a Session Summary Report and submitted to the SayPro Fundraising Office within 7 days post-session.
🔹 Conclusion
These sessions are pivotal for embedding planned giving as a core aspect of SayPro’s donor strategy. By educating, engaging, and activating donors in a direct, personal way, SayPro can strengthen its foundation for long-term sustainability and deepen its impact in the communities it serves.
Leave a Reply