2018 Day 3 Materials
We talk about making mission possible, about dreaming together, and defining the factors of success. We talk about framing our conversations around our "why" and incorporating these communications strategies into our donor interactions. Throughout the day, we'll dive deep into defining major gifts, constituency models, roles and responsibilities, how to make asks for major gifts, and setting goals.
We'll also talk about generational characteristics of Matures, Baby Boomers, Generation X, Millennials, and Generation Z. We'll explore strategies of reaching each generation in the context of stewardship.
The final day will focus on planned giving and the science of giving. We'll return to the "why" and how relationships and expressions of values and priorities are central to successful stewardship. We'll explore tried and true strategies of donor advised funds and endowments as well as case studies of people who are of different generations.
Unfolding Project Resource
We'll end our time together by talking about how to incorporate measurable objectives of stewardship into Bishop visitations and how to unfold Project Resource and intentional stewardship training and resources in your own diocese.
NOTE: These resources will be available after March 15 online here.
Different formats, same presentation: Keynote Presentation, Powerpoint Presentation, PDF
InDesign File (for customization of your own use) | PDF
Further Reading & Resources
Inside the Mind of the Bequest Donor
Planned Giving on Demand, Episcopal Church Foundation
Donor Advised Funds, Episcopal Church Foundation