SayPro Webinar Agenda Template: Planned Giving Webinar.

SayPro Webinar Agenda Template: Planned Giving Webinar

Introduction

Webinars are an excellent way to engage with potential donors, educate them about planned giving opportunities, and provide them with the information they need to make informed decisions. The following SayPro Webinar Agenda Template is structured to ensure that all essential topics related to planned giving are covered in an informative and engaging manner. This template is designed to be customizable, providing flexibility for different speakers, times, and audience needs.

Webinar Title: “Creating a Lasting Legacy: Planned Giving with SayPro”

Objective: Educate participants about planned giving options, benefits, and the steps to get involved with SayPro’s planned giving program.

Webinar Duration: 60–90 minutes

(Adjustable depending on depth of discussion and audience interaction)

Webinar Agenda

1. Welcome and Introduction (5 minutes)

• Speaker: Webinar Host or Moderator
• Content:
  • Welcome the attendees and introduce SayPro’s mission.
  • Briefly explain the importance of planned giving and its impact on SayPro’s future.
  • Introduce the speaker(s) for the session.
  • Overview of the agenda and logistics (e.g., how to ask questions, where to find resources).

2. Understanding Planned Giving (10-15 minutes)

• Speaker: Planned Giving Specialist or Speaker 1
• Content:
  • What is Planned Giving?
    • Explanation of planned giving as a way to support SayPro’s mission through future donations.
    • Brief overview of the different types of planned giving (bequests, charitable remainder trusts, retirement plan gifts, etc.).
  • Why Consider Planned Giving?
    • The benefits for donors: legacy creation, tax advantages, and ensuring long-term support for SayPro’s programs.
    • Discuss how planned giving allows individuals to make a larger impact than they might be able to during their lifetime.

3. Types of Planned Giving Options (15–20 minutes)

• Speaker: Planned Giving Expert or Speaker 2
• Content:
  • Bequests (Wills & Trusts)
    • Explanation of how a bequest works and how it can be incorporated into a will or trust.
    • Benefits: simple to set up, tax advantages, and flexibility.
  • Charitable Remainder Trusts (CRT)
    • How CRTs allow donors to receive income while supporting SayPro in the future.
    • Tax benefits and how the gift can be structured.
  • Retirement Plan Gifts and Life Insurance
    • Donating retirement plans and life insurance policies to SayPro.
    • Tax efficiency and easy designation as beneficiaries.
  • Donor-Advised Funds (DAF) and Other Options
    • Quick overview of DAFs and other less common types of planned gifts.

4. The Impact of Planned Giving (10 minutes)

• Speaker: Development Officer or Speaker 3
• Content:
  • Share real-life examples or case studies of how planned gifts have impacted SayPro and its beneficiaries.
  • Highlight a few key programs or initiatives that have been supported by planned gifts.
  • Emphasize the importance of legacy giving for future generations and the sustainability of SayPro’s mission.

5. How to Get Started with Planned Giving (10–15 minutes)

• Speaker: Planned Giving Coordinator or Speaker 4
• Content:
  • Steps for Donors: Walk through the steps for setting up a planned gift, such as consulting with a financial advisor, reviewing estate planning documents, and contacting SayPro for support.
  • SayPro’s Planned Giving Process: Outline the personalized support and resources SayPro offers to help donors navigate the planned giving process.
  • Provide contact details for the planned giving team or a dedicated phone/email for inquiries.

6. Donor Recognition and Benefits (5–10 minutes)

• Speaker: Donor Relations Officer or Speaker 5
• Content:
  • Legacy Society: Introduce SayPro’s Legacy Society, recognizing donors who have made planned gifts.
  • Benefits: special recognition, invitations to exclusive events, updates on the impact of gifts, etc.
  • Confidentiality: Assure attendees that planned gifts can be kept confidential if desired.

7. Q&A Session (10–15 minutes)

• Moderator: Webinar Host or Moderator
• Content:
  • Open the floor to attendee questions.
  • Encourage participants to ask about specific planned giving options, the process, or any concerns they may have.
  • Provide clear and concise answers. If necessary, mention that the SayPro team is available for personalized consultations after the webinar.

8. Closing Remarks and Call to Action (5 minutes)

• Speaker: Webinar Host or Moderator
• Content:
  • Thank attendees for joining the webinar and engaging in the discussion.
  • Remind them of the ways they can get in touch with SayPro’s planned giving team for more information or to begin the process.
  • Provide clear instructions on how to get involved (e.g., “To learn more about planned giving or to discuss options, visit [Website] or contact [Phone Number/Email]”).
  • Encourage attendees to share the webinar with others who may be interested in leaving a legacy with SayPro.

Speaker Roles Overview

1. Webinar Host or Moderator:
   • Facilitates the flow of the webinar, introduces each speaker, and manages the Q&A.
   • Ensures the session stays on schedule.
2. Planned Giving Specialist:
   • Leads the discussion on the types of planned giving and answers questions about the mechanics of each option.
3. Development Officer:
   • Talks about the real-world impact of planned giving and its importance for SayPro’s mission and sustainability.
4. Planned Giving Coordinator:
   • Guides attendees on the practical steps to take if they are considering making a planned gift.
5. Donor Relations Officer:
   • Highlights donor recognition, including the Legacy Society, and how SayPro appreciates and honors planned gift donors.

Additional Notes

• Technology and Setup: Ensure the webinar platform supports video, audio, screen sharing, and interactive features like polls or chat for the Q&A session.
• Presentation Materials: Provide a downloadable PDF of the presentation slides or a recording of the webinar for attendees to reference after the session.
• Follow-Up: After the webinar, send a thank-you email to attendees, including a link to the recorded session, additional resources on planned giving, and contact information for further inquiries.

Conclusion

This SayPro Webinar Agenda Template is designed to structure a comprehensive and engaging planned giving webinar. It ensures that key topics are covered, speakers are appropriately introduced, and the overall flow of the session is organized to maximize participant engagement and understanding. Adjustments can be made to the timing and content as needed, but this template provides a solid foundation for running an informative and impactful webinar on planned giving.