📘 SayPro Legacy Donor Recognition Program Proposal.

Proposal to Establish a Structured Recognition Program for SayPro’s Planned Giving Donors

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

🔍 Purpose of the Legacy Donor Recognition Program

The SayPro Legacy Donor Recognition Program aims to honor, celebrate, and acknowledge donors who have committed planned gifts or estate gifts to SayPro. The program will:

• Build lasting relationships with legacy donors by recognizing their generosity and vision.
• Encourage future planned giving commitments by showcasing the value and impact of legacy gifts.
• Enhance donor stewardship through tailored engagement and personalized appreciation.
• Promote a culture of philanthropy and legacy giving within the SayPro community.

🎯 Objectives

• Identify and formally recognize individuals who include SayPro in their wills, trusts, or other planned giving instruments.
• Create multiple tiers of recognition to reflect varying levels and types of legacy gifts.
• Provide meaningful and ongoing engagement opportunities for legacy donors.
• Utilize recognition as a tool to inspire new donors to consider planned giving.

📋 Program Components

1. Donor Recognition Tiers

Develop tiered levels of recognition based on the nature or estimated value of the planned gift:

• Founders Circle: Legacy donors committing major planned gifts (e.g., $100,000+)
• Heritage Circle: Mid-level planned gifts ($25,000 to $99,999)
• Legacy Circle: All other planned giving donors and expressions of intent

Each tier receives distinct benefits and recognition appropriate to their commitment.

2. Recognition Benefits

• Personalized thank-you letters and certificates
• Invitations to exclusive SayPro Legacy Donor events (virtual and in-person)
• Feature profiles on the SayPro website and quarterly newsletters (with donor permission)
• Commemorative gifts such as plaques, pins, or digital badges
• Early access to educational resources and planned giving workshops
• Regular updates on SayPro’s impact and progress toward mission goals

3. Legacy Donor Wall

• Establish a virtual “Legacy Donor Wall” on the SayPro website showcasing names (with permission) of donors by recognition tier
• Option to create a physical donor recognition display at SayPro offices or events

4. Confidentiality and Privacy

• Respect donor privacy preferences rigorously; all public acknowledgments are opt-in
• Securely maintain donor records with SayPro CRM integration

🛠️ Implementation Plan

Phase 1: Planning and Development (Month 1)

• Define recognition tiers, benefits, and policies
• Develop program branding and collateral (certificates, letters, event invitations)
• Coordinate with SayPro Marketing and Legal for messaging compliance

Phase 2: Donor Identification and Outreach (Months 2-3)

• Review existing planned giving donor records
• Contact known planned givers to inform them about the program and invite enrollment
• Launch promotional campaign on https://saypro.online and via CRM emails

Phase 3: Launch and Engagement (Month 4)

• Host inaugural Legacy Donor virtual reception or event
• Publicly unveil the Legacy Donor Wall online
• Begin regular communications and stewardship activities

Phase 4: Ongoing Stewardship and Reporting (Ongoing)

• Maintain active engagement through newsletters, events, and personal outreach
• Track program participation and impact metrics
• Report quarterly to SayPro Fundraising Office and SCMR Oversight Team

📈 Expected Benefits

• Increased donor retention and planned giving commitments
• Strengthened donor loyalty and community sense
• Enhanced SayPro brand reputation as a thoughtful and appreciative organization
• Better data management and engagement through CRM integration
• A clear framework for future donor recognition and stewardship efforts

💡 Additional Recommendations

• Consider honoring legacy donors annually during a special “SayPro Legacy Day”
• Develop digital storytelling content featuring legacy donor impact stories
• Offer opportunities for donors to direct their legacy gifts toward specific SayPro programs or initiatives
• Utilize feedback from legacy donors to continually improve the program

🧭 Conclusion

The SayPro Legacy Donor Recognition Program is a vital initiative to formally recognize and celebrate the generous visionaries who sustain SayPro’s mission through planned giving. By establishing this program, SayPro will not only honor its donors but also inspire new legacy gifts that secure the organization’s future impact.