We're excited to get started.
STEP 1: Check out the Masterclass materials if you weren't able to be at our virtual class. Did you attend the class? Feel free to skip ahead to STEP 2.
STEP 2: Join your first coaching call. Coaching call schedule:
STEP 3: Create a webpage on your site for planned giving using style and content cues from the provided templated (note: if you already have one with a contact form, add pieces from the template below that are helpful to you)
STEP 4: Shoot/edit your explainer video using scripts and shooting guide below.
STEP 5: Gather a photo and quote from a donor who has made a legacy gift.
STEP 6: Import and revise the 3 email templates. Then, set up your MailChimp automation journey to current donors (excluding those who have made legacy gifts).
STEP 7: Edit the social posts and tiles. Boost posts for Traffic/Link Clicks to people in your service area. Or, if you would like to get to more detailed advertising options through Meta Ads Manager, hop on a coaching call and our team can help!