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The Stakeholder Pillars are the foundation of the program:
 Nonprofit – become the “Charity Of Choice” in the minds of your donors
 Development Professional And Team – multiply the results of your planned giving efforts
with limited time and money
 Nonprofit’s Major Donors – engage major donors at a higher level of impact as Legacy
Champions, without requiring additional monetary gifts from them
 Planned Giving Conversations and Gifts – create a predictable and sustainable flow of
planned giving conversations that can lead to more legacy gifts.
The Eight Strategic Program Results are built on The Four Stakeholder Pillars:
1. Provide an Elegant Method For Legacy Champions To Bring Their “Circle Of Influence”
2. Communicate Long Term Stability Through A Sustainable Planned Giving Program
3. Position You And Your Team As A Trusted, Donor-Centric Resource
4. Maintain Program Visibility Through Staged Repetition Of Donor Touches
5. Discover Your Millionaire Donors Next Door
6. Uncover And Recognize Donors With Existing Legacy Gifts
7. Re-Energize Disconnected Donors
8. Create Planned Giving Momentum Through The “Snowball Effect”
Strategic Program Goals
The Donor Motivation Formula
Direct
Mail
Champion
Strategy
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your
tax/legal advisor regarding your own specific tax/legal situation. Securities and investment advisory services offered through Securian Financial
Services, Inc. Member FINRA/SIPC. Strategic Financial Partners of Kansas City is independently owned and operated. Branch Office: 1755 Tel-
star Drive, Suite 501 Colorado Springs, CO 80920 T – (719) 548-8511 1585732 DOFU 09072016