🔷 SayPro Key Responsibilities Document

Title: Research and Preparation of Educational Content on Planned Giving Options
Department: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Linked Program: SCMR-2 – SayPro Donor Education (Planned Giving)
Reporting To: SayPro Fundraising Office & SCMR Oversight Team
Platform for All Work: https://saypro.online

🧭 Purpose of This Responsibility

The core objective of this responsibility is to equip SayPro’s current and potential donors with the knowledge and tools to make informed, ethical, and impactful long-term giving decisions. Planned giving, often referred to as legacy or estate giving, encompasses a variety of financial strategies donors can use to contribute to SayPro through their wills, trusts, insurance policies, retirement accounts, and more.

This responsibility supports SayPro’s broader mission of sustainability, trust-building, and donor empowerment while ensuring legal compliance and alignment with global philanthropic best practices.

🎯 Strategic Goals

1. Educate donors and prospects about the full spectrum of planned giving options.
2. Demystify legal and financial terminology in ways that are accessible to diverse audiences.
3. Inspire long-term support through stories, case studies, and real-world impact examples.
4. Support SayPro’s vision of ethical giving and social innovation through sustainable funding.
5. Facilitate informed donor decisions that align with their values, financial goals, and legacy aspirations.

🧩 Key Responsibilities in Detail

1. Conduct In-Depth Research on Planned Giving Options

• Investigate various forms of planned giving, including:
  • Bequests and Wills
  • Charitable Remainder Trusts (CRTs)
  • Charitable Gift Annuities
  • Life Insurance Designations
  • Retirement Plan Beneficiary Designations
  • Endowments and Named Funds
  • Real Estate and Tangible Property Donations
• Analyze South African, continental African, and international legal frameworks on estate planning and charitable giving.
• Stay informed about evolving tax regulations, financial instruments, and donor trends.

Tools: Legal databases, financial publications, philanthropic journals, and consultation with estate attorneys.

2. Develop High-Quality, Multi-Format Educational Content

Create donor-centric resources across multiple formats, including:

• Printed Materials: Brochures, donor guides, and info-sheets
• Digital Publications: E-books, blog posts, FAQs
• Interactive Media: Slide presentations, infographics, donor decision trees
• Video Content: Explainer videos, recorded webinars, interviews with financial experts
• Web Portal Resources: Online learning modules and downloadable resources hosted on https://saypro.online

Each resource should:

• Use plain language and avoid legal jargon where possible.
• Be visually engaging and aligned with SayPro branding.
• Reflect the values of transparency, inclusivity, and long-term impact.

3. Tailor Content for Diverse Audiences

• Segment content based on the audience: young professionals, retirees, corporate donors, diaspora supporters, etc.
• Translate complex concepts into regionally relevant and culturally appropriate language.
• Customize examples and case studies for different income levels and giving capacities.
• Provide multilingual versions where necessary to accommodate SayPro’s diverse supporter base.

4. Collaborate with Internal and External Experts

• Work with:
  • Financial planners and estate attorneys
  • SayPro’s legal and compliance advisors
  • Content creators, graphic designers, and editors
  • SCMR Oversight Team for message alignment
• Conduct interviews or expert panels to gather insights and validate the accuracy of materials.
• Facilitate internal training workshops to help SayPro staff understand and explain planned giving.

5. Maintain Legal, Ethical, and Financial Accuracy

• Ensure all educational materials are compliant with tax laws, estate planning regulations, and donor rights policies.
• Include disclaimers encouraging donors to consult personal legal and financial advisors.
• Regularly review and update content to reflect new legislation or financial product changes.

6. Design Content for Use in Donor Campaigns and Events

• Develop planned giving materials for use in:
  • Donor education webinars
  • Legacy donor appreciation events
  • Fundraising campaigns focused on sustainability
  • Email automation series and newsletters
• Ensure materials are compatible with SayPro’s digital campaign tools and email systems.
• Incorporate calls-to-action, contact links, and donor engagement forms.

7. Upload and Manage All Content on SayPro Online

• All final content must be:
  • Uploaded to the SayPro Online platform
  • Tagged appropriately for internal searchability
  • Approved by the SCMR Oversight Team before public release
• Utilize SayPro’s Donor Education Library and Resource Center for distribution.
• Track views, downloads, and engagement metrics via SayPro’s analytics dashboard.

8. Evaluate Impact and Iterate Based on Feedback

• Collect donor feedback on educational materials using:
  • Online surveys
  • Focus groups
  • Analytics reports (click rates, video views, form submissions)
• Regularly assess:
  • What formats are most effective
  • Which topics need clarification
  • Which demographics are underrepresented
• Use findings to refine future educational content and improve donor outcomes.

📊 Key Performance Indicators (KPIs)

🛡️ Confidentiality and Ethics

• All content must respect the confidentiality of any donor testimonials or data used.
• Any sensitive financial information must be anonymized or approved for public use.
• Content creators must adhere to SayPro’s Donor Privacy Policy, Digital Ethics Policy, and Planned Giving Code of Conduct.

📝 Summary

Creating educational content on planned giving is not just about providing information—it is about building a culture of legacy, sustainability, and trust. Through this responsibility, SayPro is able to:

• Empower donors with financial and estate planning knowledge
• Promote long-term sustainability for its initiatives
• Solidify its role as a leader in ethical, transformative giving on the African continent and beyond

This responsibility is vital to SayPro’s mission and must be executed with professionalism, diligence, and deep respect for donor intentions.