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Legacy Marketing at Bible Society John Ranford Fundraising Officer: Strategy and Innovation Incorporating contributions from Claire Routley Head of Legacy Giving
Our starting point ,[object Object],[object Object]
We did some research
Christians and Legacies ,[object Object],[object Object],[object Object]
Sector Legacy investment (as a percentage of total expenditure) ‏ ,[object Object],[object Object],[object Object],[object Object],[object Object]
Can we afford to invest?
Legacies: the key
Bible Society Legacy analysis  ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],How much potential?
Choosing a strategy ,[object Object],[object Object]
Touchpoints ,[object Object],[object Object],[object Object],[object Object]
…  Its all about touchpoints ,[object Object],[object Object],[object Object],[object Object]
[object Object]
Life-stages time-line Will-making prompts Typical Bible Society messages (current) 'Defensive will-making in early life Bible Society needs your legacy Bible Society needs your legacy New messaging …   New messaging …   New messaging …   New messaging …   Life-stage Bible Society needs your legacy
'Pro-active' will-making in later life Will-making prompts Typical Bible Society messages Bible Society needs your legacy Bible Society needs your legacy Bible Society needs your legacy New messaging …   Life-stage
Our strategy process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Audience
Profile ,[object Object],[object Object],[object Object]
Who to talk to? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Warm Audience Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cold Audience objectives 2011-12 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Promotion examples
Legacy brochure
Integrated legacy message across communications ‘ Bible Society relies on the prayers, donations and legacies of supporters’
[object Object]
Write your own legacy mailing
Talk about… ,[object Object],[object Object],[object Object],[object Object]
 
 
Telephone  ,[object Object],[object Object],[object Object]
Customer service More  than a third  of the charities  did not respond  to requests made by researchers posing as potential legacy givers
We Don’t… ,[object Object],[object Object],[object Object],[object Object]
What are the big challenges? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Now let’s dream…
Legacy KPIs in Bible Society
Embedding legacy marketing
What about the other 50%? ,[object Object],[object Object]
Choosing a strategy ,[object Object],[object Object]
Can awareness produce legacies? ,[object Object],[object Object],[object Object]
●  Bible Society ● Care for the Family ● CMS ● The Leprosy Mission    ●  Livability ● Tearfund ● Scripture Union ● Stewardship
Only 18% of churchgoers said their church teaches about legacy giving
Christian Legacy Vision ,[object Object]
Christian Legacy ,[object Object],[object Object]
Phase 1 advertising
Phase 2 advertising
Phase 3 advertising
Phase 4 advertising
Interim results
biblesociety.org.uk 01793 418100

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Legacy marketing and Bible Society John Ranford

Editor's Notes

  1. Conclusion: Single childless women - are more likely to leave a legacy - leave larger legacies
  2. Now its fantastic that the rate of charitable legacy giving is going up (though its still only 7% so there is huge potential there) But what particularly concerns us as Christian charities is to ensure that we get a fair slice of the cake. And its great that the demise of large numbers of baby boomers will swell the legacy coffers, but The other big picture we need to consider is the shrinking number of Christians
  3. Women – live longer – leave almost 70% of legacy income 80-89 – pledgers live longer Well off – in asset terms – pledgers leave larger estates Single – as a proxy for childless
  4. This slide is basically saying that you should look outside the warm donor base – some of the wider audiences might be even more appropriate for a legacy message than donors
  5. What do people want to know? Your achievements Your direction of travel We talked here about if you couldn’t afford a brochure, your annual report and a legacies insert might be a good place to start, as the annual report – at least in theory – contains much of the info that a potential legacy donor might want to know
  6. This is our chief exec. We talked about how an interview with your chief executive is a good way to formulate a legacy mailing. Ask them why they work for you, what motivates them, future plan, people they’ve met who’ve inspired them, where they’d like to see the org in the future etc etc.
  7. This is a bit of academic research on how best to talk about legacies. What its basically saying is legacies should eb visionary and big picture and less about the day to day nuts and bolts of what you do. Abstract v concrete – when taking decisions in the future people prefer to think abstract rather than concrete, so talking about reducing suffering rather than £10 buys a meal Superordinate v subordinate – why rather than how – so what successful achievement of mission would mean rather than nuts and bolts Decontextualised v contextualised – rather than helping x no of people in x no of ways, why work is of broader social significance Promotion of primary values – organisational values that appeal to ideal moral identity Strcutured v unstructured – long term plan for the organisation
  8. This is referring back to the earlier P in the 7 Ps slide about process. It often gets overlooked, but everything you invest in marketing can be wasted unless you think carefully around customer service – making sure you get back to people who enquire for example
  9. Can we influence these? Should we try? You bet we should!
  10. But its important to note that we are not purely altruistic and only interested in growing the market. It is built in to our objectives that we want to promote the individual member charities wherever possible, And achieve higher visibility through the consortium than we could on our own.
  11. We have a vision of a world transformed by the generous giving of Christians in their wills. we want to challenge Christians to a kind of giving that could help leave a 'Christian legacy' to future generations.
  12. Phase one featured comments from well known Christian speakers writers and personalities.
  13. Phase 2 featured the CEOs of all member companies – we are just showing a sample of 3 here
  14. Phase 3 featured testimonials about why different supporters were going to leave a legacy to their charity of choice
  15. And finally phase 4 featured stories about how relatives had left legacies and why
  16. Responses are still coming in, and we haven’t had time to analyse them properly yet, but there look to be some interesting results. There seems to be a small increase in those saying legacy giving is taught in their church – though it is still very low. And a drop in those who have never thought of leaving sa legacy to a Christian charity