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Marketing Committee
26 January 2012 (PDF)
27 October 2011
Present: CJ Robinson, Fred Hebblewhite, Jennifer Blum, Liz Sheahan, Bob Stack, Kelly Caughlan
Resource Guides
1. Kelly Caughlan will draft a cover letter to accompany an invoice to renew their ad in the resource guides. Letters and invoices will be emailed by Bruce Beaman
2. Fred Hebblewhite will create a standard invoice for $25 for all renewals. Checks payable to PG for PC and sent c/o Community Foundation of Central Wisconsin.
3. Ads can be viewed at www.plannedgivingportagecounty.org. Any changes should be sent to Fred Hebblewhite by February 15.
Website and Database
Bruce Beaman will be asked to continue the great job he does maintaining both our website and our database.
Minnesota Planned Giving Conference
The Minnesota Planned Giving Conference will be held November 1 - 2, 2011. The Wisconsin Partnership for Philanthropic Planning holds workshops as well. Committee discussed attending in 2012.
2012 Marketing Task Force Chair
CJ Robinson volunteered to lead the PG for PC Marketing Committee for 2012. A special thank you to Bob Stack for his leadership efforts in 2011.
2012 Meeting Dates
January 26, April 26, July 26, October 25.
2012 Goals
1. CJ Robinson will draft a letter to all local television, radio and cable general managers requesting air time for our PSA’s. The committee will than divide up the contact list and make follow up requests via phone.
2. Committee will explore other possible cost effective means to communicate a unified call to action with regards to charitable gifting. Ideas included: online ads, community drive, billboards, service club presentations, WSPO radio show.
3. Find ways to better distribute the resource guides and determine their effectiveness.
23 June 2011
Present: Marian Helm, Kelly Caughlan, Fred Hebblewhite.
Resource Guides
Fred will coordinate the changes, additions and invoices. Marian will do design and order 250 from DigiCopy to be ready for the September 8th meeting. Marian will have a proof for us on August 15. All changes need to be back to Marian by August 22.
Steering Members
Kelly will email Steering members with the following:
- Attend the next Steering Committee meeting on Thursday, September 8 at 9:30 a.m. in the United Way Community Room;
- Mark your calendar and help promote! Basic estate planning seminar – Tuesday, September 27, 2011 – 6PM-8PM – Memories Wedding and Banquet Hall, Plover. Flyers available via email or for large quantities email aje@andlaw.com;
- Reserve your nonprofit booth space for the Tuesday, September 27 estate seminar at Memories in Plover by emailing dmossak@andlaw.com setup by 5:30 p.m. tear down after event around 8:30 p.m.;
- Free to PG for PC members - The Ultimate Quick Reference Planned Giving Pocket Guide – email Kelly Caughlan for your free copy yfoundation@spymca.org;
- Available to you - print ads and 30 second commercials on charitable gifting – email Kelly Caughlan if interested yfoundation@spymca.org;
- Display the nonprofit and professional advisors in your business/organization! Guides and free plastic holders available at the United Way office.
Marketing Committee
24 February 2011
Members present: Liz Sheahan, Fred Hebblewhite, Marian Helm, Jennifer Blum, Bruce Beaman
March 15 Seminar
Will be at the Jensen Center in Amherst. Fred will send the flyer to Bruce for the PGPC Web site.
Video PSAs
Liz will contact Marx Creative about changing our URL.
Web
Bruce suggested an email to all current members reminding them that if they have a Web site it should include a link to the PGPC site. We may also want to make the PSAs available to members to place on their sites. At present, the PSAs can be accessed only through the plannedgivingwi.org site. Bruce will put them on the PGPC site. He can email the PSA files to other members.
Logo
Marian's willing to develop a logo for plannedgivingwi.org.
Resource Guides
Fred reported there aren't many copies of the professional advisors guide left, and he'll check on printing 100 copies for the upcoming seminars. There are enough non-profits guides left for the rest of the year. Both advisors and non-profits should be asked for a nominal fee whenever the guides are reprinted.
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