Your one page guaranteed to work one page legacy plan

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Your one page guaranteed to work one page legacy plan

  1. 1. Your One-Page Guaranteed*-to-Work LegacyProgram (*Guaranteed-to-Work if You HaveDonors and You Execute the Plan with GoodCopy, Stories and Design) Sean Triner Sean.triner@paretofundraising.com
  2. 2. Commercial in confidence ©Pareto Fundraising 2012
  3. 3. The Best LegacyStrategy ….Ever?
  4. 4. Commercial in confidence ©Pareto Fundraising 2012
  5. 5. Start with some data
  6. 6. Write down your estimate…
  7. 7. Source of contributions
  8. 8. Write down your estimate…
  9. 9. What about your legacy plan
  10. 10. PARETO FUNDRAISING BENCHMARKINGINDIVIDUAL GIVING: TRENDS REPORT 2012 © 2012
  11. 11. 2012 Members
  12. 12. Average legacy by year, excluding gifts below $1k 2002 $50 2003 $46 2004 $50 2005 $49 2006 $58Year 2007 $59 2008 $53 2009 $56 2010 $56 2011 $53 $0 $10 $20 $30 $40 $50 $60 $70 Thousands Average Bequest Amount 16 PFBM9_IncomeSummary_v1.xlsm
  13. 13. Pledged legacy rate by year of first gift0.6% Expect longer term donors to be more likely to put you in their will:0.5% • They are older. • They have been asked more times. • They are committed supporters.0.4%0.3%0.2%0.1%0.0% 2002 2003 2006 2009 2004 2005 2007 2008 2010 2011 PFBM9_Analysis_ALL_v5.xlsm 17
  14. 14. Pledged legacy rate by recency of cash gift (months)1.0% Recency of cash gift also correlates with0.9% likelihood to be a legacy pledger0.8%0.7%0.6%0.5%0.4%0.3%0.2%0.1%0.0% 0-12 13-24 25-36 37-48 49-60 61-72 73-84 85+ PFBM9_Analysis_ALL_v5.xlsm 18
  15. 15. Pledged legacy rate by number of cash gifts3.0% Number of previous cash gifts correlates strongly with intention to legacy2.5%2.0%1.5%1.0%0.5%0.0% 10+ 9 8 7 6 5 4 3 2 1 PFBM9_Analysis_ALL_v5.xlsm 19
  16. 16. Pledged legacy rate by Value of highest cash gift7.0% 3,5006.0% 3,0005.0% 2,5004.0% 2,0003.0% 1,5002.0% 1,0001.0% 5000.0% 0 Conf BQ Penetration No. of Conf BQ 20 PFBM9_Analysis_ALL_v5.xlsm
  17. 17. Pledged legacy rate by type of support4.0% Donors who support more in life intend to3.5% support more in death, with the absolute exception of face to face recruited donors.3.0%2.5%2.0%1.5%1.0%0.5%0.0% PFBM9_Analysis_ALL_v5.xlsm 21
  18. 18. The SurveyLet’s have a look….
  19. 19. Survey Follow up When asking about monthly gifts too MG = monthly giving
  20. 20. Legacy pack - example

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