LEAVE A LEGACY Qubec And your legacy! What will it be? Action Plan - - PowerPoint PPT Presentation
LEAVE A LEGACY Qubec And your legacy! What will it be? Action Plan 2010 LEAVE A LEGACY TM Qubec , is comprised of 163 charitable organizations that support its mission which is to encourage the population of Quebec to make a planned
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LEAVE A LEGACYTM Québec, is comprised
163 charitable
that support its mission which is to encourage the population of Quebec to make a planned gift to one or more charities via their fiscal, financial or estate planning.
We are particularly proud of our program’s accomplishments this year. In 2009 alone, we saw the launch of a new advertisement, a more aggressive media plan, two radio campaigns and a new bilingual Web
Many thanks to our partners who make the execution of our annual plan possible, to the volunteers on the organizing committee for their judicious advice and to those on the recruiting committee for their unfailing commitment.
Lucille Grimard President
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Create awareness and promote planned gifts, notably amongst people aged 35 to 49 years old, as well as people 50 years and over;
Offer partner organizations support in promoting planned gifts in order to allow them to reach the greatest number of donors and encourage new organizations to join the program;
Convince professionals working in the financial, tax or legal field to recommend planned gifts to their clients.
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Increase awareness and visibility of planned gifts:
Continue using the new publicity with different celebrities and place advertisements and columns in print media targeted according to their clientele and their scope;
Produce two radio campaigns: one in May and one in November in the greater Montreal and Quebec areas. Evaluate the impact of our message using this media and produce another message if needed. Include an English station in these two campaigns and produce the appropriate message;
Follow-up with contacts in order to access a network of regional media for our advertisements;
Maintain press relations with national and regional media.
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Promote organizations, carry out support activities and communication tools:
maintain an informative and dynamic Web site;
produce and distribute an annual directory of partners;
revise brochures intended for donors;
serve our clients through the 1-888 number.
Encourage networking through conference activities:
invite partners to all conferences of the Round Table of
Metropolitan Montreal (CAGPTM).
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Collaborate with professional associations:
renew partnerships with the Chambre des notaires, the Chambre de la sécurité financière and the Ordre des comptables agréés;
distribute the directory of partner organizations;
place our advertisement in L’Entracte (newspaper of the Chambre des notaires du Québec);
place an article or advertisement in the journal of the Chambre de la sécurité financière;
maintain and promote the section of the Web site for professionals.
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Advantages
Benefactor $5,000 Friend $2,500 Platinum $1,000 Gold $500 Silver $325
Testimonial of one of your donors on our Web site and in the press kit.
Yes
Name of your organization mentioned as an example in the infomercials or editorials.
Yes
A thank-you message to the friends and benefactors in the Directory
Yes Yes
Name of your organization and resource person in all advertisements in the magazines Le Bel Âge, Virage and Senior Times.
Yes Yes
Name of your organization in the advertisement of the newspapers Les Affaires and the Journal du Bel Âge.
Yes Yes Yes
Name of your organization in all advertisements placed in daily newspapers.
Yes Yes Yes
Name of your organization in the advertisements placed in the three national dailies.
Yes Yes Yes Yes
Name of your organization on our Web site with a hyperlink to yours.
Yes Yes Yes Yes Yes
Information sheet on your organization in the Directory of partner
Yes Yes Yes Yes Yes
Information on conferences that deal with planned gifts.
Yes Yes Yes Yes Yes
Free directories.
50 25 10 5 2
Additional pamphlets and bookmarks at cost.
Yes Yes Yes Yes Yes
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Benefactors ($5,000)
Name of your organization in editorials or infomercials
Name of your organization in all printed advertisements in magazines (Bel Âge, Virage, Senior Times)
Name of your resource person in all advertisements published in these magazines
Name of your organization in all printed advertisements in the special sections of weeklies such as the one in Les Affaires and the Journal Bel Âge
Name of your organization in all printed advertisements in the special sections of dailies
A testimonial of one of your donors on the Web site and in the press kit
Name of your organization on our Web site with a hyperlink to yours
Invitation to all conferences of the Round Table
An information sheet on your organization in the Directory of partner organizations
A thank-you message to all benefactors in the Directory of partner organizations
50 copies of the Directory of partner
Promotional and informative material at cost Friends ($2,500)
Name of your organization in all printed advertisements in magazines (Bel Âge, Virage, Senior Times)
Name of your resource person in all advertisements published in these magazines
Name of your organization in all printed advertisements in the special sections of weeklies such as the one in Les Affaires and the Journal Bel Âge
Name of your organization in all printed advertisements in the special sections of dailies
Name of your organization on our Web site with a hyperlink to yours
Invitation to all conferences of the Round Table
Information on conferences that deal with planned gifts
An information sheet on your organization in the Directory of partner organizations
A thank-you message to friends in the Directory
25 copies of the Directory of partner
Promotional and informative material at cost
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Platinum ($1,000)
Name of your organization in all printed advertisements in the special sections of weeklies such as the one in Les Affaires and the Journal Bel Âge
Name of your organization in all printed advertisements in the special sections of dailies
Name of your organization on our Web site with a hyperlink to yours
Invitation to all conferences of the Round Table of Metropolitan Montreal
An information sheet on your organization in the Directory of partner organizations
10 copies of the Directory of partner
Promotional and informative material at cost
Gold ($500)
Name of your organization in the advertisements placed in the three national dailies. (La Presse, Le Devoir, The Gazette or Le Soleil)
Name of your organization on our Web site with a hyperlink to yours
Invitation to all conferences of the Round Table of Metropolitan Montreal
Information on conferences dealing with planned gifts
An information sheet on your organization in the Directory of partner organizations
5 copies of the Directory of partner organizations
Promotional and informative material at cost Silver ($325)
Name of your organization on our Web site with a hyperlink to yours
Invitation to all conferences of the Round Table of Metropolitan Montreal
An information sheet on your organization in the Directory of partner organizations
2 copies of the Directory of partner organizations
Promotional and informative material at cost
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The French media campaign was submitted by the students of the Societal Marketing Chair of the Université de Montréal and their professor Richard Leclerc.
Based on the theme « Et vous, que laisserez-vous? », the French advertisement mentions important people who left their mark on Quebec’s history or who currently contribute to the improvement of society.
volunteer in order to make our message better known to our target
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In 2010, the prominent figures will be:
French campaign English campaign
In 2010, we plan to adapt the French media concept in order to launch an English version of the advertisement.
Exposure in targeted media throughout the year:
« Le don d’œuvres d’art »
by François Lecompte,
Thornton, « Léguer à un
journalists
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A French radio campaign was produced based on the same theme as the printed advertisements and broadcasted from September 7 to 27, 2009 and again from November 2 to 23, 2009 in both Montreal and Quebec.
Translation of the French radio message (for 2010): Alphonse Desjardins left us a prosperous cooperative model… Émile Nelligan, beautiful poetry… Lucille Teasdale, her passion for medecine… Maurice Richard, his passion for victory! And your legacy! What will it be? You can also make a gesture that will have a positive effect on future generations, simply by making a planned gift. For more information, speak to your legal or financial advisor or visit the Web site of Un Héritage à partager, www.en.unheritage.org
The message was broadcasted 342 times in September and 368 times in November on CJPX (classic radio) in Montreal and Québec, on CFOM-FM (102.9) in Québec and CHMP-FM (98.5) in Montreal.
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The new Web site was launched in the fall of 2009. It contains:
A French and English version; Information pages on planned gifts; A glossary, resources and
testimonials;
A blog on topical subjects and a
section for questions and answers;
And more.
Direct Access: ⇒ For legal and fiscal advisors
=> For organizations
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The 2009 Directory of organizations was distributed to all partner organizations; it was also inserted in the September edition of Entracte, the journal of the Chambre des Notaires du Québec. The directory is bilingual and contains various information:
Technical sheets on the various types of planned gifts along
with case studies;
A memory aid for legal and financial professionals; The name, address and phone number of all partners of the
program with a description of their activities.
You will find a copy of the directory online, with all the partner organizations arranged by sector, at the following address: www.en.unheritage.org/find-an-organization
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The President of the Program: Lucille Grimard, Heart and Stroke Foundation of Québec
Chantal Thomas, University of Montreal
Sylvie Bouchard, Fondation de l’UQAM
Francine Cardinal, Saint-Joseph’s Oratory of Mount-Royal
André Franche, Wings of Hope
Marcelle Gravel, Jules and Paul-Émile Léger Foundation
Agathe Grinberg, Héma-Québec Foundation
François Labelle, Société des Missions- Étrangères de la Province de Québec
Richard Laplante, consultant in planned gifts
Maryse Legault, Leprosy Relief Canada
Lise Londei, consultant
Danielle Richer, Sainte-Justine UHC Foundation
Pierre-Jacques Roy, La Fondation de l’Université de Sherbrooke
Committee:
Sylvie Bouchard, Fondation de l’UQAM
André Franche, Wings of Hope (Québec) inc.
Richard Laplante, consultant in planned gifts
Martin Massé, consultant in planned gifts
Chantal Thomas, University of Montreal