|
   |
|||||||
| ||||||||
|
10 steps to start benefiting from North Coast Legacy right away 1. Familiarize yourself, your office partners and staff with the North Coast Legacy program. 2. Run a series of articles about North Coast Legacy in any newsletters or regular communication that you have with clients. Include any testimonials from your clients about their giving. 3. Mail North Coast Legacy brochures to your clients with a personally signed cover letter. 4. Use the North Coast Legacy logo in all materials about gift planning. 5. Add a line asking about interest in charitable giving to any estate planning questionnaire or survey. 6. Prepare a template letter of response to promptly respond to any inquiries along with a packet of information. Set aside time to follow-up. 7. Submit a story about planned giving to be included within on-going print marketing efforts such as newspaper inserts. 8. Assist in data gathering to help assess community-wide North Coast Legacy effectiveness in changing behavior. 9. Share North Coast Legacy where you play or pray, and with family and friends. 10. Join the North Coast Legacy steering committee and help raise community awareness. FAQs | Site Map | Home | Contact Us |
