📘 SayPro Tasks to Be Completed During April 2025.

Task Focus: Prepare at Least 5 Educational Modules About Planned Giving
Department: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Program: SayPro Monthly Donor Education Initiative (SCMR-2)
Platform: https://saypro.online
Deadline: April 30, 2025
Managed by: SayPro Donor Education Specialists and SCMR Oversight Team

🔹 Objective of the Task

The purpose of this task is to develop a minimum of five (5) high-quality, interactive educational modules that clearly explain various aspects of planned giving. These modules will be utilized during live donor workshops, integrated into SayPro’s digital learning hub, and distributed through the official SayPro platform to current and prospective donors. Each module must be accessible, engaging, and aligned with SayPro’s standards of ethical giving, digital innovation, and community impact.

🔹 Strategic Importance

Preparing these modules serves several strategic purposes:

1. Educate and Empower Donors: Increase awareness about planned giving vehicles and how they benefit both the donor and the nonprofit.
2. Sustainability for SayPro: Encourage long-term giving commitments that ensure financial stability and scalability of SayPro initiatives.
3. Reinforce SayPro’s Brand Positioning: Position SayPro as a trusted thought leader in philanthropic planning and donor education.
4. Enhance Donor Confidence: Provide transparent, well-structured information to build trust among existing and future donors.
5. Drive Digital Engagement: Expand the use of SayPro’s online platform as a primary medium for donor interaction and knowledge dissemination.

🔹 Requirements for Each Module

Each educational module should meet the following criteria:

🔹 Suggested Topics for the Five Modules

The modules should collectively cover both foundational and advanced aspects of planned giving. Below are five suggested topics, though employees may propose alternatives pending SCMR approval:

📘 Module 1: Understanding Planned Giving

Objective: Introduce donors to the concept, purpose, and types of planned giving.
Key Topics:

• Definition and principles of planned giving
• Comparison to traditional giving
• Benefits for donors and nonprofits
• Examples of planned gifts

📘 Module 2: Wills, Bequests, and Legacy Gifts

Objective: Explain how to include SayPro in a will or estate plan.
Key Topics:

• Types of bequests (general, specific, residuary, contingent)
• Legal language samples
• Case studies of legacy donors
• Benefits of making SayPro a residual beneficiary

📘 Module 3: Life Insurance and Retirement Plan Giving

Objective: Teach donors how to use life insurance or pension plans as giving vehicles.
Key Topics:

• Naming SayPro as a beneficiary
• Transferring ownership of policies
• Tax advantages
• Policy conversion strategies

📘 Module 4: Charitable Trusts and Annuities

Objective: Explore more complex giving structures with potential for income generation.
Key Topics:

• Charitable Remainder Trusts (CRT)
• Charitable Lead Trusts (CLT)
• Gift annuities
• Lifetime income options for donors

📘 Module 5: Digital Tools for Planned Giving with SayPro

Objective: Highlight SayPro’s digital ecosystem that supports planned giving.
Key Topics:

• Using the SayPro platform for information and pledges
• SayPro CRM and donor tracking
• SayPro-branded resources, brochures, explainer videos
• Accessing educational content and reports

🔹 Production & Collaboration Process

1. Content Drafting
   • Use GPT to assist with generating outlines, FAQs, and sample scripts.
   • Drafts to be prepared using SayPro templates and style guides.
2. Review & Quality Assurance
   • Internal peer-review process.
   • Final approval by the SCMR Oversight Team.
3. Design & Upload
   • Final materials designed using SayPro’s visual identity.
   • Upload to https://saypro.online in both downloadable and viewable formats.
4. Integration into Workshops
   • Modules must be easily integrated into SayPro donor education sessions.
   • Trainers and specialists must be briefed and trained on delivery.

🔹 Deliverables

Each employee or assigned content team is expected to deliver:

• ✅ 5 fully developed educational modules
• ✅ At least 1 accompanying slide deck or video per module
• ✅ 1-page donor handout or guide per module
• ✅ One short quiz or interactive activity per module
• ✅ Submission confirmation on SayPro platform

🔹 Evaluation Criteria

The success of the module preparation task will be evaluated based on:

• 📘 Content Quality and Relevance
• 🎓 Clarity and Educational Value
• 🖥️ Technical Compatibility with SayPro Platform
• 🎯 Alignment with Strategic Goals
• 🗓️ Timeliness of Submission

🔹 Final Notes

Preparing these five modules is not just a deliverable—it’s a commitment to SayPro’s mission of promoting ethical, impactful, and sustainable philanthropy. These modules will serve as long-term assets that help educate generations of donors, ensuring that SayPro thrives for years to come.