Major Gifts Marketing Tasks TO DO DATE Mail or email 1st Quarter “Be Prepared” newsletter Topic: Mail or email 2nd Quarter “Be Prepared” newsletter Topic: Mail or email 3rd Quarter “Be Prepared” newsletter Topic: Mail or email 4th Quarter “Be Prepared” newsletter Topic: Include a Drop-In article in the council newsletter (1st Quarter) Topic: Include a Drop-In article in the council newsletter (2nd Quarter) Topic: Include a Drop-In article in the council newsletter (3rd Quarter) Topic: Include a Drop-In article in the council newsletter (4th Quarter) Topic: Put "Will Sez" cartoons in your council newsletter. Regularly check web site – – for updates and new tools. Donors & prospects subscribe to GiftLegacy eNewsletter, via Send Wills Survey to council Executive Board and mailing list. Collect Wills Survey results and enter into BSA donor profiles. Send thank you letter to those who indicated on their Wills Survey they had made a council gift. Send more information to those who indicated on the Wills Survey an interest in making a gift. Invite selected donors/prospects to the council Scout show. Invite selected donors/prospects to the BSA National Annual Meeting Invite donors/prospects to the Major Gifts Week at Philmont Training Center or Florida SeaBase Invite selected donors/prospects to at least one of the council summer/day camps. Conduct a service club presentation on Scouting and major giving. Develop a list of charitable income trust prospects for the next quarter's emphasis. Mail Thanksgiving and/or Christmas holiday cards to key donors and prospects. Send birthday card to all major donors and prospects. Make sure council’s Case Statement includes a case for endowment gifts. Use Foundation Directory to create list of Top 10 prospects to fund Scouting in your area. Use Wealth Engine to research your council’s Top 20 individual donors/prospects Promote electronic eNewsletters for donors and professionals.
Major Gifts Marketing Tasks TO DO DATE Mail or email 1st Quarter “Be Prepared” newsletter Topic: Mail or email 2nd Quarter “Be Prepared” newsletter Topic: Mail or email 3rd Quarter “Be Prepared” newsletter Topic: Mail or email 4th Quarter “Be Prepared” newsletter Topic: Include a Drop-In article in the council newsletter (1st Quarter) Topic: Include a Drop-In article in the council newsletter (2nd Quarter) Topic: Include a Drop-In article in the council newsletter (3rd Quarter) Topic: Include a Drop-In article in the council newsletter (4th Quarter) Topic: Put "Will Sez" cartoons in your council newsletter. Regularly check web site – – for updates and new tools. Donors & prospects subscribe to GiftLegacy eNewsletter, via Send Wills Survey to council Executive Board and mailing list. Collect Wills Survey results and enter into BSA donor profiles. Send thank you letter to those who indicated on their Wills Survey they had made a council gift. Send more information to those who indicated on the Wills Survey an interest in making a gift. Invite selected donors/prospects to the council Scout show. Invite selected donors/prospects to the BSA National Annual Meeting Invite donors/prospects to the Major Gifts Week at Philmont Training Center or Florida SeaBase Invite selected donors/prospects to at least one of the council summer/day camps. Conduct a service club presentation on Scouting and major giving. Develop a list of charitable income trust prospects for the next quarter's emphasis. Mail Thanksgiving and/or Christmas holiday cards to key donors and prospects. Send birthday card to all major donors and prospects. Make sure council’s Case Statement includes a case for endowment gifts. Use Foundation Directory to create list of Top 10 prospects to fund Scouting in your area. Use Wealth Engine to research your council’s Top 20 individual donors/prospects Promote electronic eNewsletters for donors and professionals.