Camp Legacy Program: Getting Ready for Summer April 23, 2013

Camp Legacy Program:Getting Ready for Summer

April 23, 2013

B) Audio pane – Select audio format. Click Audio Setup to verify Speakers & Microphone.

C) Questions pane–Attendees can submit questions and review answers.

D) Type your question and click Send to submit it to the organizer

A) Grab Tab – Click double-arrows to open/close Control Panel. Click square to toggle Viewer Window between full screen/window mode. Click hand icon to raise/lower hand. Click mic icon to mute/unmute your audio

April 23 Agenda1. Feeding the legacy team2. Using the summer3. Finding new legacy members4. Reaching a wider audience5. Being at camp6. Thanking & promoting7. Gathering testimonials8. Planning ahead – stewarding & outreach9. Keeping volunteer leaders engaged10. Annual Conference

Feeding the Legacy Team Say thank you! Publicly acknowledge efforts Ask enthusiastic donors onto the team Connect with past passionate staff

Your list should be ready now in April!– New legacy prospects to ask– Current legacy donors to thank & steward

Personal invitations to camp – Any time it works for the donor Gatherings (board meetings, alumni reunions,

visitors’ day) –

Assign each donor to a team member. Arrange meetings for conversations & testimonials.

Using the Summer

Finding new legacy members:Boosting your prospect list

Former staff, camp nurses & doctors, rabbis, Jewish educators

Parents & grandparents of current staff Alumni who send their kids Loyal donors giving small amounts regularly Ask camp & program directors – who do you

know who is most in love with camp?

Stories of “Surprising” Legacy Prospects

40 year-old rabbi came to camp with his family to teach – “We had not planned to ask him, but he saw the brochure on the table and made his legacy pledge unsolicited.” – Don’t forget the younger, dedicated people!

Stories of “Surprising” Legacy Prospects

At alumni gathering, camp director talked to an old friend about new happenings; mentioning legacy program, the friend surprised him saying he’d certainly make a legacy promise. He hadn’t planned to ask this friend, a $36/year donor.– Don’t forget the smaller, loyal supporters!

Reaching a wider audience – Groups of potential legacy donors

Use personal stories/testimonials “live” at gatherings

Handout/display legacy brochure, but not the letter of intent form: a “soft sell”

Ask for people interested in planned giving to come speak to you afterwards Also ask people to come talk if they have already put camp in their will

Being at camp Legacy Impact

– Point out places at camp that exist because of legacy gifts from previous generations

– Mention legacy in multiple places around camp (list donor names, legacy materials, etc.)

Create physical recognition at camp– Book of life– Walls, plaques, artwork– Walkways, bricks– Planting trees

Use the natural settings– Take the donor for a walk by the lake, past their favorite campfire site or tree

Thanking & Promoting Publicly honor legacy donors at gatherings

– Alumni events– Board meetings– Visitors’ day

Gathering TestimonialsGet it on tape!

Thank you for your meaningful pledge to ensure our camp’s future for generations to come.

What motivated you to establish a legacy gift for our camp?  

What are your dreams for the future of our camp? How do you think your legacy will help make it a reality?

How would you like to be remembered by your family, friends and within our camp community?

Are you comfortable sharing with me the details of your legacy gift?

Planning Ahead: Stewarding Donors

Make a plan with timeline – USE YOUR DATABASE for regular contact

At least 2-3 personal “touches” per year– Invitations to camp & to events– Handwritten camper note, holiday card, or gift– Handwritten note on newsletter, or news items of interest

Honor legacy donors – Give them an aliyah during Shabbat services

Planning Ahead : Marketing the Whole Camp

Community Include boxes for “already have left a charitable

gift in my estate plans” & “interested in legacy or planned gifts” on:– Alumni & parent surveys – Annual gift letter– Your website

Planning Ahead : Marketing the Whole Camp

Community Include legacy society testimonials & photos on

your materials – make sure it is prominent and not “hidden.”

Make sure you follow up quickly on leads – set up personal meetings.

Keeping Volunteer Leaders & Boards Engaged

Get a third party (Federation executive, Grinspoon mentor) to present the legacy case to your board.

Ask an enthusiastic legacy donor to join the team – even for a small number of new conversations.

Remind board members that camp is family – alumni, campers, parents, staff – legacy work is “taking care of that family.”

Use charts in board presentations to show % of board, alumni & staff giving.

Continue to acknowledge & appreciateteam members in creative ways.

Grinspoon Camp Legacy Results As of February 2013

Participating 50 camps: Nearly 3,100 Legacy Pledges Estimated $79 million $1.65 million realized

Reporting In Call or email your mentor or David

Sharken anytime during the summer

Mid-year reports due August 30th

Check-in call in October

Grinspoon Conference – Nov. 3rd & 4th

Annual ConferenceDraft Legacy Workshops for

November 3 & 4, 2013: Finding New Legacy Donors (Outreach) Engaging Lay Leaders on Your Legacy Team Stewarding Legacy Donors Camp Legacy Relationships w. Local Jewish Federations Special Care: What To Do When a Legacy Donor Dies Sustaining Your Legacy Efforts After the JCamp 180Incentive Grants End Legacy Members’ Roundtable Using Technology to Boost Your Legacy Efforts Introduction to the Legacy Program (For Camps Applying for the 2014 program) 

Summer Time is Legacy Time!

Camp Legacy Program:Getting Ready for Summer

April 23, 2013