CF Estate Gift Mini Campaign Masterclass

Join us for a masterclass on how to generate awareness and leads for estate gifts.

Do your current donors know the lasting impact they can make on your community by considering an estate gift? Are you confident you’ve found (and are in regular communication with) your charitable-minded community members who might want to leave a legacy through planned giving? This masterclass will show you the back roads of setting up a mini campaign specially designed to increase awareness of estate gifts through your foundation. When you’ll leave, you’ll be ready to put this plan into action, and you’ll even get to see the results and data collected from other community foundations who have already implemented this process.

What You'll Learn:

Building a Donor Message That Sticks:

• Get into the minds of donors who are new to estate planning.
• Explore the motivations of long-term planners who haven't considered charitable gifts.
• Learn how to communicate the importance of supporting their community after their lifetime.
• Learn how to communicate why your community foundation is the ideal vehicle for leaving an estate gift.

Content Creation:

• Detailed outline for a mini campaign which includes Meta (Facebook and Instagram), email, newspaper, YouTube, and streaming TV platforms.
• Learn our media recommendations for a variety of audiences so you know you’re reaching the right people
• Easy tips and tricks for creating campaign videos that get donors to pay attention

Email Marketing:

• Sequence of three impactful emails to send to your existing donors and estate gift prospects.
• Techniques for acquiring email addresses of charitably-minded individuals in your region.

Technical Setup:

• Learn how to set up campaigns in Meta Ads Manager (Facebook and Instagram) and Mailchimp.

Why Attend?  This masterclass is packed with actionable tips and tactics you can implement immediately. Whether new to estate gift fundraising or looking to enhance your current efforts, this session will show you how to make the biggest impact with the least  pain for you and your team.

Presenters

Lori Bower, President at BowerComm

Lori Bower is a highly accomplished strategic communications and marketing executive with over 25 years of experience, specializing in community development, nonprofit/foundation growth strategies, and business-to-business marketing.

Jo Hoffman, Director of Digital Marketing at BowerComm

Jo Hoffman is an emerging leader in the social and digital media world. She's honed her skills in lead generation, online sales, and email automation - putting them to use for the benefit of the nonprofits and business clients she works with across the globe.