Agenda LEAVE A LEGACY™ Working Group Session Monday, April 30, 2012 - 3 p.m. – 4:30 p.m. Tompkins Funeral Home, Davis Drive, Kingston, ONObjective:To review activity to date and plans to promote LEAVE A LEGACY™ during May 2012.Group DiscussionPartners to DatePartner List updated on National LEAVE A LEGACY™ SEO pageInsert – Fifty-five Plus Magazine May 2012 – gone to printAd sales modest – reduced editorial to ensure partner list with contact information includedMain Event for May – Panel Discussion – Belleville May 29th , Kingston, May 30thLoyalist College May 29th, St. Lawrence College May 30thModerator – Bill Petruck, President Funding MattersPanel Members being finalizedCAGP national office to facilitate online registration and prepare e-blast to send outInformation to be posted to LEAVE A LEGACY™ SEO websiteCoordinators – Tim Brown, lead for Quinte, Liz Dobbs Jones, lead for KingstonAdditional LEAVE A LEGACY™ Activity:May 3rd – Lunch & Learn – Partner Derek Cooped on Legacy GivingMay 3rd – Editorial and Ad for Event in EMC Kingston/Frontenac 57K households andBelleville, Quinte West, North East and North West Editions for 80K householdsMay 14th – Evening Session – Partner Kathryn Wright on Estate Settlement ChangesDeclarations to Municipal CouncilsSubmitted to both Belleville and Kingston for 2012Social MediaLinked in Up and Working, Facebook and Twitter – Chris Winter leadPSA information sent to Greg Hinton at Bell Media for radio ads – April 25thPlan for Coming Year 2012 – 2013
May 2012 – Supplement Education event Belleville, KingstonNovember 2012 Partnership with AFP National Philanthropy Day Education session on Gift PlanningJanuary – March Membership DriveOther:Need for a media firm – any suggestionsPSAs – Radio, TV – volunteers to help coordinate?
LEAVE A LEGACY™ Southeastern Ontario Update of Activity – March 26, 2012General Overview of Activity to date (since working group meeting late March 2011) • Proceeded with contract work through Bestway Marketing Solutions (Colleen Killorn) who has been working with LEAVE A LEGACY™ programs for over seven years in Nova Scotia and the last two in Vancouver. She has recently assumed virtual coordinator role for South Saskatchewan and this summer with Southeastern Ontario. • Developed Partnership Benefits Package including recognition levels, associated costs and benefits. • Created database of prospects which continues to be worked on. • Completed first email invitation August 2011. Plans for second mailing November 2011. • Local LEAVE A LEGACY™ website live October 28th, registered as www.leavealegacyseo.ca ; domain .com also registered and will dovetail. • Sponsorship of Education Session with speaker Paul Nazareth at AFP National Philanthropy Day November 15th. LEAVE A LEGACY™ will have air time to promote program and receive recognition and profile on all material for event. • Evening session for professional advisors hosted in Kingston by Scotia Private Client Group LEAVE A LEGACY™ overview provided - November 2011. • Grant application completed and approved for $4K Fall 2011 to promote program. • Identified LEAVE A LEGACY™ Champion in Belleville/Kingston markets with plan to roll out as program grows. Belleville – Lois Hodgins, Tim Brown, Hazel Lloyst; Kingston – Korin Flindall, Chris Winter, Liz Dobbs Jones • Social Media sites set up January 2012 including Linked In, Facebook, Twitter, YouTube, 411.ca, Chamber.ca profile, • Slideshare account will have centralized, updated resources available to partners including PowerPoint presentations, ads, resource material etc. • PowerPoint presentation created for general overview of LEAVE A LEGACY™ SEO program.
Partners to Date:ORGANIZATION CONTACT LEVELAlbert College Timothy Brown BronzeAlzheimer Society of Belleville-Hastings-Quinte Laura Hare SilverAlzheimer Society of Kingston Vickie Poffley BronzeBMO Harris Private Banking Helme Good SilverBMO Nesbitt Burns Anne Desgagnes BronzeCanadian Red Cross Lois Hodgins BronzeCataraqui Region Conservation Authority Michael Bell BronzeCommunity Foundation for Kingston & Area Vikram Varma GoldFaithLife Financial Dawn Harris BronzeGlenwood Cemetery Company Sandra Latchford SilverGordons Estate Services Nicky Soulis GoldHospice Kingston Natasha Girard BronzeKingston Home Base Housing Dawn Sadler BronzeKathryn Wright at Kingston Financial Centre Kathryn Wright BronzePathways Foundation Deborah Paus SilverQueen’s University Linda Pearson GoldScotia Private Client Group Korin Flindall BronzeScotiaMcLeod - Derek Cooper Derek Cooper BronzeSecura Financial - Kingston office TBA TBASeniors Association Kingston Region Diane Luck GoldSt. Lawrence College Frank Lockington GoldSouthern Frontenac Community ServicesCorporation Kathryn OHara BronzeThe Anglican Diocese of Ontario The Rev. Canon David Smith SilverThe Prince Edward County Community Care forSeniors Foundation Debbie MacDonald Moynes SilverUniversity Hospitals Kingston Foundation Liz Dobbs Jones GoldWilkinson & Company LLP Jennifer Fisher GoldWinter Financial (with Investors Group) Chris Winter BronzeAs at March 8, 2012 Total 27 Partners
Upcoming Activity/Plans • First Supplement planned for May 2012 as centre section of Fifty-Five Plus magazine, being coordinated by Colleen Fitzpatrick Killorn of Bestway Marketing. • Approach local councils in each municipality in region in March/April 2012 to proclaim May as LEAVE A LEGACY™ month. • Event planned for May 29th in Belleville at Loyalist College and May 30th at St. Lawrence College in Kingston – “Building Your Legacy” Panel Discussion.Investigate cost/opportunity to have banners made for LEAVE A LEGACY™ month.Partnership Promotion
Suggested Activities (in consultation/coordination with Bestway Marketing) • Encourage all members of working group to sign up for Partnership • Invite all partners and members of working group to commit to contact 5 centres of influence or not for profits to encourage partnership • Develop information package/scripting for partners and others to promote LEAVE A LEGACY™ partnerships • Approach Upper Canada Law Society to send out notification to all members.Media OutreachSuggested Activities (in consultation/coordination with Bestway Marketing) • Develop list of Radio stations in region and contact information • Identify individual willing to approach with PSA (opportunity for corp.media partnership) • Develop list of Television stations in region and contact information • Identify individual willing to approach with PSA • Develop list of Print media in region and contact information • Identify individual willing to approach with filler ads • Explore other advertising options i.e. Billboards, cost, locations etc. • All partners to promote LEAVE A LEGACY™ on their own websites with link to lalseo website •