March 2020 Bootcamp

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Lesson 1 - Build the Infrastructure
This month we start looking at what you need to develop and put in place in order to build your legacy program on a solid foundation.
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- 2.1
  Webinar 1 Curriculum
- 2.2
  Group Coaching Call #1
Lesson 2 - Identify prospects to build a pipeline
Lead generation is the key to a growing an engaged and progressively-moving pipeline. This exciting module will teach you: What are the statistical predispositions for legacy giving Data segmentation matrix & prioritizing prospects Creating a systematic 4-step legacy pipeline Designing engagement opportunities at every stage of the pipeline
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Lesson 3 - Developing legacy marketing materials
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Lesson 4 - Making a legacy ask
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Lesson 5 - What happens after the pledge?
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Lesson 6 - Reporting and tracking your progress
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