Who are We? Stefanie Marsden Kristi Posewitz TPF Relationship - - PowerPoint PPT Presentation

Who are We?

Stefanie Marsden Kristi Posewitz

• TPF Relationship Manager
• Key partner liaison
• Stewardship and generosity expert
• Dedicated to helping others
• Baseball and choir mom
• Acclaimed vocalist
• TPF’s Director of Marketing
• Brand and people advocate
• Relationship builder
• Focused on expanding mission
• Ballet and choir mom
• 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?

Stewardship is…

Ultimate Manager Return to God Lifestyle Spiritual Discipline Personal Choice

Generosity is…

Virtue Spiritual Life Trust

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?

Ignite the Living Spirit of Generosity and Stewardship

Focus Model Activate Encourage

• 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.

Initial Strategic Considerations

Communications Strategy and Plan

Objectives Messaging Branding Audience Platforms

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

“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

Spread the Word to Fuel the Fire

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 e bes est and most be beautiful ul t things gs in the he w world canno nnot be seen een o

• r even

even tou

• uched - th

they m must t be f felt w lt with th th the hea eart.” Helen Keller

People celebrate for all kinds of reasons. Birthdays, holidays, sports—even something as seemingly inconsequential as a child riding a bike can cause great excitement and celebration. What ties all of this together? It’s simple. We celebrate because these are all things we value. are fundamental to who we are at TPF and to the church as a whole, why NOT celebrate them now? This type of celebration creates hope and provides church members with the

Why Celebrate?

“The best and most beautiful things in the world cannot be seen or even touched— they must be felt with the heart.”

Helen Keller

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

1. Evaluate 2. Evolve 3. Enjoy What do I do now?

This is how one should regard us, as servants of Christ and stewards of the mysteries of God.”

I Corinthians 4:1

Enabling and Expanding Mission, Toget ether er. We are a non-profit financial services firm that exists to help

• thers enable and expand mission.

What can we do for you?

TPF offers:

• Competitive investment products at a

low price

• Permanent funds development and

education

• Carefully crafted legacy giving solutions

VISIT TPF.ORG TO LEARN MORE

Questions & Discussion

Stefanie Marsden

Relationship Manager stefanie.marsden@tpf.org www.tpf.org

Kristi Posewitz

Director of Marketing kristi.posewitz@tpf.org www.tpf.org

Thank you!