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Storytelling for Gift Planning Success

Storytelling for Gift Planning Success. Help Champions with Their Stories… Board Members Happy Clients Referral Partners. Exercise 1: Clarifying Your Values. Mission!. Accomplish. Share / Revise. Core Four: Who are we? Our Founding? Our Vision? Our Accomplishments? +

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Storytelling for Gift Planning Success

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  1. Storytelling for Gift Planning Success • Help Champions with Their Stories… • Board Members • Happy Clients • Referral Partners Exercise 1: Clarifying Your Values Mission! Accomplish Share / Revise • Core Four: • Who are we? • Our Founding? • Our Vision? • Our Accomplishments? • + • I know what you’re thinking… • Teaching? • Employee values in action Exercise 2: Review Your Mission • Five Most Important Q’s: • What is Our Mission? • Who is Our Customer? • What does Our Customer Value? • What are Our Accomplishments? • What is Our Plan? Write / Test Collect Ideas Mission / Values Exercise 3: If we disappeared, who would care, and why? Storytelling “Mind Map” “Be interesting, tell the truth, live the truth.” – John Powers, 1895 • Where to Look: • Our History • Our Victories • Our Defeats • Mentors • Current Events • Share Values • Raising $ • Motivating others • Training • Recruiting • Planning • Connect with Donors! Story Theory Making Stories Memorable Simple Unexpected Concrete Credible Emotional Inspirational Empowering Transformational True Plots: Challenge Connection Creativity Why? Inadequacy vs. Empowerment! Maslow’s Hierarchy of Needs Plot vs. Theme! Truth! Story – Explanation – Meaning Hero / Villain / Conflict The Hero’s Journey The Back Story? • Gap Theory • Curse of Knowledge • Style and Substance • Worldview / Framing • Brand Personalities • Brain: L: Analytic vs. • R: Emotional • Quantitative vs. Qualitative Self Actualization Self Esteem Love / Belonging Safety Physiological Levels of Connection Awareness Uniqueness Acceptance Affiliation Champion Available Choices Available Time 200906092 TPB-AB21039 (09/09)

  2. Storytelling: Top Take-Aways Stories help us make decisions, especially when we’re overwhelmed with information. Stories help us to share values and to inspire champions for our cause. Empowerment trumps inadequacy in the world of philanthropy. Your values are key; people will connect with you based on shared values, not because of what you do; remember to go beyond “what we do.” Your mission will help you to connect with your values, and to identify good stories. Be memorable: Simple, Unexpected, Concrete, Credible, Emotional, Inspirational, Transformational. Don’t be cursed by your knowledge. What is your brand personality? Build your stories to reinforce your personality. Donors will decide to give based on your stories, and will use data to justify their decisions. Collect ideas, write them, test them, share them, revise them, and help others to share them. 200906092 TPB-AB21039 (09/09)

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