📘 SayPro Planned Giving Commitment Initiative.

Objective: Drive 20 New Planned Giving Commitments or Expressions of Interest

Program: SayPro Donor Education Initiative – SCMR-2
Department: Fundraising, Sponsorships, Donations & Crowdfunding
Oversight: SayPro Marketing Royalty (SCMR)
Platform: https://saypro.online

🎯 Strategic Goal

The key objective of this initiative is to secure at least 20 new planned giving commitments or serious expressions of interest from SayPro donors and prospects by the end of the second quarter (June 2025). These commitments will contribute to SayPro’s long-term financial sustainability and foster a culture of legacy philanthropy among its supporter base.

📌 What Constitutes a “Planned Giving Commitment or Interest”?

A qualifying planned giving interest includes any of the following:

• A formal declaration of intent to leave a legacy gift to SayPro (e.g., via a will, trust, or annuity).
• A signed letter of intent confirming the donor’s plan to include SayPro in their estate.
• A scheduled consultation with SayPro’s donor liaison to discuss planned giving.
• An expression of intent submitted through SayPro’s portal or via email/post.
• A request for planned giving documentation, such as estate gift forms or sample bequest language.

📅 Timeline & Milestones

🛠️ Methods for Driving Commitments

1. Donor Education & Awareness

• Run planned giving webinars and in-person workshops explaining options, benefits, and tax advantages.
• Distribute donor guides and FAQ booklets to over 200 contacts.
• Publish content from the GPT-generated repository that highlights real-life stories and examples.

2. Personalized Follow-Up

• Use SayPro CRM to identify and tag high-potential planned giving candidates.
• Conduct one-on-one consultations (via Zoom or in person) with interested donors.
• Send personalized follow-up emails 3–5 days after each event.

3. Engagement Forms & Surveys

• Embed a dedicated “Planned Giving Interest Form” on https://saypro.online.
• Include estate planning questions in post-event surveys.
• Encourage donors to download and return SayPro’s letter of intent.

4. Incentives & Recognition

• Recognize legacy donors on SayPro’s website and offer honorary membership in the “SayPro Legacy Circle”.
• Offer free estate planning workshops for confirmed prospects.
• Provide downloadable guides with customizable will templates.

🧾 Required Documents & Tools

• Planned Giving Commitment Form (fillable PDF and online)
• SayPro Letter of Intent Template
• CRM Activity Log Sheet
• Follow-Up Call Scripts
• Monthly Donor Engagement Summary
• Donor Journey Mapping Tool

📊 Monitoring & Evaluation

📈 Expected Outcomes

• 20+ legacy gift intentions or serious leads in Q2 2025
• An expanded pool of SayPro donors aware of legacy giving benefits
• Increased usage of SayPro’s donor education tools and platform features
• Establishment of a legacy donor recognition culture within SayPro

🧭 Long-Term Benefits

• Strengthened financial future through diversified giving streams
• Reduction in dependence on short-term fundraising
• Stronger emotional and ethical alignment between donors and SayPro’s mission
• Data-driven insights into legacy donor behaviors and preferences

🔚 Conclusion

Driving 20 new planned giving commitments is not just a numbers goal—it represents a transformational step toward building a future-ready, mission-aligned, and values-driven support base. Through thoughtful education, strategic follow-up, and meaningful relationship-building, SayPro aims to foster a culture where giving is not just an act—but a legacy.