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SayPro Planned Giving Campaign Content Calendar.

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Document Title: Planned Giving Campaign Content Calendar
Department: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Program: SayPro Monthly Donor Education (SCMR-2)
Platform: Managed via https://saypro.online


Introduction

The Planned Giving Campaign Content Calendar is a structured, strategic tool that outlines all educational, promotional, and engagement content to be deployed as part of SayProโ€™s ongoing donor education and planned giving awareness initiatives. It provides a month-by-month schedule of messaging themes, delivery channels, content types, responsible personnel, and target audience segments.

This calendar ensures that SayProโ€™s planned giving communication is coordinated, consistent, timely, and aligned with the broader objectives of the SCMR-2 program. It supports both digital and offline efforts and is a foundational element of SayProโ€™s donor engagement infrastructure.


Purpose

The Planned Giving Campaign Content Calendar is designed to:

  • Provide a roadmap for planned giving messaging throughout the year.
  • Ensure timely delivery of educational materials across all communication platforms.
  • Synchronize SayPro team activities related to content production, scheduling, and publishing.
  • Help identify thematic opportunities tied to key months (e.g., tax season, estate planning month).
  • Enable SayPro to evaluate the performance of specific messages and adjust future content accordingly.
  • Foster a strong, predictable rhythm of engagement with current and potential planned givers.

Calendar Structure

The content calendar is organized into the following columns:

DateTheme/TopicContent TypeChannelTarget AudienceOwnerStatusNotes

1. Date

Indicates the specific day/week/month when the content will be published or sent.

2. Theme/Topic

Describes the core message or subject area. Example topics include:

  • Introduction to Wills and Bequests
  • Why Planned Giving Matters
  • Life Insurance as a Legacy Tool
  • Legacy Giving Testimonials

3. Content Type

Indicates the format of the content. Examples:

  • Article or Blog
  • Social Media Post
  • Email Newsletter
  • Video Explainer
  • Donor Testimonial
  • Live Webinar
  • Infographic
  • Printed Brochure

4. Channel

Specifies the platform or distribution method:

  • SayPro Website
  • Email Automation
  • WhatsApp Messaging
  • Facebook / Instagram / LinkedIn
  • In-Person Workshop
  • SayPro Virtual Events (Zoom)

5. Target Audience

Identifies the primary group for the message:

  • General Supporters
  • Active Donors
  • Major Donors
  • Prospective Planned Givers
  • Retirees
  • Faith-Based Supporters
  • Youth + Family Donor Units

6. Owner

Designated SayPro team member responsible for creation, approval, and distribution.

7. Status

Tracks progress:

  • Planned
  • In Draft
  • In Review
  • Scheduled
  • Published
  • Archived

8. Notes

Any additional information such as engagement goals, links to resources, or follow-up actions.


Sample Monthly Themes

Hereโ€™s an example layout of thematic focus by month:

MonthTheme
JanuaryNew Year, New Legacy โ€“ Setting Giving Goals
FebruaryLove Your Legacy โ€“ Family & Future Giving
MarchFinancial Literacy Month โ€“ Smart Giving
AprilTax-Smart Giving Strategies
MayHonoring Mothers Through Legacy Giving
JuneYouth & Generational Wealth Conversations
JulyMid-Year Review โ€“ Impact of Planned Gifts
AugustEstate Planning Month โ€“ Prepare & Provide
SeptemberBack to School, Back to Giving
OctoberEthical Giving Month
NovemberGratitude and Giving โ€“ Donor Appreciation
DecemberYear-End Giving โ€“ Closing the Circle

Weekly Cadence Example

DayActivity
MondayBlog Post / Article
TuesdaySocial Media Post (Visual or Quote)
WednesdayWebinar or Video (Live or Pre-recorded)
ThursdayDonor Testimonial / Legacy Story
FridayEmail Campaign or Newsletter
WeekendPassive Social Engagement + Scheduled Posts

Integration With SayPro Tools

The calendar must be created and updated via SayProโ€™s digital engagement ecosystem on https://saypro.online. Key integrations include:

  • CRM Synchronization: Ensures content is customized and segmented.
  • Email Marketing Tools: For automated delivery of planned giving series.
  • GPT Content Generator: Assists with drafting blog posts, FAQs, and donor scripts.
  • Analytics Dashboard: Tracks engagement, conversion, and donor behavior.

Responsibilities

  • Content Lead: Oversees calendar development, team assignments, and alignment with SCMR-2 objectives.
  • Writers/Designers: Generate, format, and prepare content.
  • Digital Team: Schedule posts and monitor delivery on all channels.
  • M&E Officer: Reviews analytics and generates performance reports.
  • Fundraising Office: Ensures alignment with donor segmentation and strategic objectives.

Review & Update Process

  • The calendar is updated quarterly in a planning session with all content stakeholders.
  • A monthly check-in ensures that topics are adjusted based on current events or donor feedback.
  • Performance metrics from prior months inform future content optimization.
  • Donor surveys and feedback forms help identify gaps and emerging needs.

Strategic Benefits

๐ŸŽฏ Consistency

Maintains message alignment and professional delivery across platforms.

๐Ÿ“ˆ Performance Tracking

Allows for analysis of donor engagement patterns and content effectiveness.

๐Ÿง  Thought Leadership

Builds SayProโ€™s reputation as a knowledgeable, ethical leader in legacy giving.

๐Ÿ“… Predictable Workflow

Helps SayPro staff manage workloads and deadlines efficiently.


Conclusion

The Planned Giving Campaign Content Calendar is a mission-critical resource that transforms SayProโ€™s donor education efforts into a coordinated, data-driven, and impact-focused system. It reflects SayProโ€™s commitment to transparency, education, and donor empowermentโ€”one message at a time.

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