Who are We? Stefanie Marsden Kristi Posewitz TPF Relationship Manager TPF’s Director of Marketing • • Key partner liaison Brand and people advocate • • Stewardship and generosity expert Relationship builder • • Dedicated to helping others Focused on expanding mission • • Baseball and choir mom Ballet and choir mom • • Acclaimed vocalist Wannabe chef • •
Today’s Agenda 1. Vision: What is Your Intended Message? 2. Strategy: From Initial Planning to Activation 3. Marketing: Make an Impression 4. Celebration: Joys and Thank Yous 5. Growth: The Three Es
What is your generosity message? Generosity is … Stewardship is … Spiritual Personal Return Ultimate Life Choice to God Manager Trust Virtue Spiritual Discipline Lifestyle
**Source: 2013 State of the Plate, responses of 1,804 “tithers” from 2,141 survey participants. Getting Started … Four questions to spark the conversation: 1. What does a better world look like to you? 2. If all your needs were met, and you had an extra $1MM what would you do with it? 3. How much should you leave your family? How much is too much? 4. Where do you enjoy spending your time and energy?
Focus Encourage Ignite the Living Spirit of Generosity and Stewardship Model Activate
Initial Strategic Considerations • Integrate generosity and stewardship into everything you do. It is part of Christian discipleship. • Start with God first. Then your mission and vision. Not numbers and budget. • Implement a strategy for communicating your Church’s financial status. This strategy should be designed to build trust and communicate transparent integrity. • Implement a strategy for consistently communicating your generosity message. Select no more than five key words or phrases that can be integrated into all communications. • Plan and initiate consistent conversations with your congregation and church leaders about stewardship and nurturing the resources of the church. • Create a financial ministry that focuses on budgeting and money management. • Be the example. • Teach with stories.
Audience Messaging Platforms Objectives Branding Communications Strategy and Plan
Communications Strategy and Plan What you want to accomplish Actionable list Define goal Eliminate conflict
Generosity Messaging and Branding How can your generosity message stand out? Why is member support so important? Initial messaging Logo and corresponding art INSPIRE!
Target Audiences Who are you talking to? What makes each group special? What resonates with each group?
Communications Platforms Learn to navigate the wide variety of choices Which ones will you leverage? Which one will be most important? Key driver of execution
Spread the Word to Fuel the Fire “Give and it will be given to you. A good measure, pressed down, shaken together, and running over will be poured in your lap. For with the measure you use, it will be measured to you.” Luke 6:39
It’s time to take an active approach to growing your spirit of generosity. Integrate your generosity message throughout all communications.
TPF’s Planned Giving Communications Supersets An Illustrated Guide to Communicating Your Planned Giving Program
VISION CONTENT
Why Celebrate? “The best and most beautiful WHY CELEBRATE - People celebrate for all kinds of reasons. Birthdays, things in the world cannot holidays, sports—even something as seemingly inconsequential as a child riding a bike can cause great be seen or even touched— excitement and celebration. What ties all of this together? It’s simple. We celebrate because these are all they must be felt with the “The e bes est and most things we value. beautiful be ul t things gs in heart.” the he w world canno nnot be seen een o or even even are fundamental Helen Keller tou ouched - th they m must t to who we are at be f felt w lt with th th the TPF and to the church as a whole, hea eart.” why NOT Helen Keller celebrate them now? This type of celebration creates hope and provides church members with the
It’s not just a phrase …
Celebration Ideas • Start the tradition of a Birthday Fund • Designate a day of service • Incorporate Legacy Sunday • Form a Legacy Society • Hold an annual legacy dinner/lunch/reception for those who have given or plan to give to the legacy of the church • Recognize scholarships • Use a Moment for Mission • Implement 500 in 5 years
What do I do now? 1. Evaluate 2. Evolve 3. Enjoy
Enabling and Expanding Mission, Toget ether er. This is how one should regard us, We are a non-profit financial as servants of services firm that exists to help others enable and expand mission. Christ and stewards of the What can we do for you? mysteries of TPF offers: God.” Competitive investment products at a • low price I Corinthians 4:1 Permanent funds development and • education Carefully crafted legacy giving solutions • VISIT TPF.ORG TO LEARN MORE
Questions & Discussion Thank you! Stefanie Marsden Kristi Posewitz Relationship Manager Director of Marketing stefanie.marsden@tpf.org kristi.posewitz@tpf.org www.tpf.org www.tpf.org
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