good bites...legacies 14_09_2011

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14 th September, 2011 Good Bites… On Legacies

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The UK legacy market is estimated to be worth around £1.9 billion* a year yet many charities struggle to create effective strategies and communications that tap into this. Striking the right balance between inspiring a supporter to want to leave you a legacy and overcoming the barriers that stop them doing so is essential within your legacy marketing strategy. Only by understanding people and their motivations, then using this insight effectively, can you create the right offer (not ask!) that genuinely engages, inspires and reassures.Speakers Roger Lawson, Strategy & Planning Director, Paul Newman, Senior Planner and Debbie Clark, Planner, The Good Agency shared some of the most effective legacy marketing in the sector. Rob Cope, Director, Remember a Charity shared insights on how Remember a Charity can share your burden.* Legacy Foresight 2009

TRANSCRIPT

Page 1: Good Bites...legacies 14_09_2011

14th September, 2011

Good Bites…On Legacies

Page 2: Good Bites...legacies 14_09_2011

Roll up…Roll up

Page 3: Good Bites...legacies 14_09_2011

Roll up…Roll up

The legacy propositiongenerator

Page 4: Good Bites...legacies 14_09_2011

Roll up…Roll up

The legacy propositiongenerator

Page 5: Good Bites...legacies 14_09_2011

Legacy proposition generator

Page 6: Good Bites...legacies 14_09_2011

British Red Cross

Great Ormond Street Hospital

Shelter

WWF

Cancer Research UK

Alzheimers Society

Christian Aid The Horse Trust

Macmillan

It’s all the same

Page 7: Good Bites...legacies 14_09_2011

Getting someone to leave you a gift is difficult

Page 8: Good Bites...legacies 14_09_2011

Our sector has forgotten the basics

• People give to people

• Before we reassure, we have to inspire

• Emotion first, then the rational argument

• People don’t remember what you say… … they remember how you make them feel

Page 9: Good Bites...legacies 14_09_2011

Inspiration

Action

Page 10: Good Bites...legacies 14_09_2011

It’s a story

INSPIRATION

BARRIERS

RELEVANCE

SHARED VALUES

CLOSENESS TO CAUSE

EXPERIENCE

FAMILY 1ST PEOPLE LIKE ME DO THIS TYPE OF THING

LARGE / SMALL GIFTS

IMPORTANCE OF LEGACY

INCOME

OFFER NOT ASK

PARTNERSHIP

CONTINUATION OF ORGANISATIONAL

MESSAGE

ACTI

ON

POSITIONING

VISION

IMPACT

Page 11: Good Bites...legacies 14_09_2011

Inspiration =

Proposition + Craft

Page 12: Good Bites...legacies 14_09_2011

Propositions to consider

Page 13: Good Bites...legacies 14_09_2011

Future generations

Page 14: Good Bites...legacies 14_09_2011

Future generations

Page 15: Good Bites...legacies 14_09_2011

Future generations

Page 16: Good Bites...legacies 14_09_2011

Partners in achieving change

Page 17: Good Bites...legacies 14_09_2011

Partners in achieving change

“Remember the RSPB in your will

and we can continue restoring and

preserving the world’s natural

habitats. Which means that future

generations can experience a world

as magnificent as the one you live in.

“Together, we can make sure these

incredible moments last forever.”

Page 18: Good Bites...legacies 14_09_2011

Partners in achieving change

Page 19: Good Bites...legacies 14_09_2011

Personal versus landscape level

Page 20: Good Bites...legacies 14_09_2011

Personal versus landscape level

Page 21: Good Bites...legacies 14_09_2011

Appreciation / Thank you

Page 22: Good Bites...legacies 14_09_2011

Personal to target audience

Page 23: Good Bites...legacies 14_09_2011

Personal to target audience

Page 24: Good Bites...legacies 14_09_2011

Personal to the target

Page 25: Good Bites...legacies 14_09_2011

Shared Values

• Spirit of humanity

• Heritage

• Ethos

• Beliefs

“Appalled at the suffering of those left to die due to

lack of care after the Battle of Solferino, Henry

Dunant proposed the creation of a neutral and

impartial organisation to help relieve suffering in

times of war. So the Red Cross Movement was born.

Just as Henry Dunant was moved to help his fellow

human beings in a time of great suffering, you too

can reach out a hand of humanity to those in

distress years from now. By including a gift in

your will to British Red Cross, you can help to

keep the spirit of humanity alive through

whatever is to come.”

Page 26: Good Bites...legacies 14_09_2011

Shared Values

Page 27: Good Bites...legacies 14_09_2011

Shared values

Page 28: Good Bites...legacies 14_09_2011

Vision

“Make a lasting stand against the

injustice of poverty – for this generation

and the next.”

Page 29: Good Bites...legacies 14_09_2011

Vision

Page 30: Good Bites...legacies 14_09_2011

Craft

Page 31: Good Bites...legacies 14_09_2011

Reasons to believe

Page 32: Good Bites...legacies 14_09_2011

A legacy is an offer, not an ask

Page 33: Good Bites...legacies 14_09_2011

Brand promise

Page 34: Good Bites...legacies 14_09_2011

Brand promise

“Gifts in Wills are absolutely

vital to our work. They

enable us to look to the

future, invest in long-term

programmes, and plan for a

world where no child is born

to die.”

Page 35: Good Bites...legacies 14_09_2011

Over the long term

Page 36: Good Bites...legacies 14_09_2011

Emotive

“A gift that could change a million lives”

Page 37: Good Bites...legacies 14_09_2011

Relevant to motivations

“The work of our crews relies entirely upon the generosity of

people like you.

Please consider how a gift in your Will could help save lives for years

to come.”

Page 38: Good Bites...legacies 14_09_2011

Please remember…

Proposition + Craft

= Inspiration

Action

Page 39: Good Bites...legacies 14_09_2011

Thank you