RBI 90 Day Donor Plan

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90-DAY DONOR PLAN

PURPOSE:

Equip high-impact leaders, families of wealth, and trusted advisors with biblical financial wisdom through the Financial Wisdom Trilogy Series. This initiative provides a fully integrated curriculum and masterclass series designed to help individuals steward wealth wisely, live with purpose, and create a lasting legacy.

BUILD A STRONG FOUNDATION (Weeks 1-2)

Goal: Identify and organize top donor prospects.

1. TARGET AUDIENCE:

Top 10 Key Influencers: Financial advisors, faith-driven wealth leaders, and legacy-driven donors.

Top 100 Wealthy Families: Individuals seeking guidance on wealth transfer and purposeful giving.

500+ Family Network: Broader outreach to potential participants through churches, financial firms, and leadership networks.

MESSAGING STRATEGY:

Introduce the Financial Wisdom Trilogy as a biblical framework for financial decision-making.

Highlight Generous Living, Splitting Heirs, and Never Enough as core teachings for wealth stewardship. Showcase how trusted advisors, pastors, and financial leaders can integrate these resources into their ministries and businesses.

KEY ACTIONS:

Personalized Outreach: Make 2 direct calls per day to high-impact leaders.

Email & Social Campaigns: Share success stories and testimonials from those implementing Ron Blue’s principles.

Live Webinars: Host 3 virtual events to introduce the series and engage early adopters.

EXPAND ENGAGEMENT & SECURE COMMITMENTS (Weeks 3-6)

Goal: Deepen involvement and encourage organizations to adopt the curriculum.

FOLLOW-UP STRATEGY:

Conduct daily meetings with key prospects to discuss curriculum integration. Provide tailored proposals to wealth managers, churches, and faith-based organizations. Demonstrate how the Trilogy Series aligns with family legacy planning.

MAJOR EVENTS:

Exclusive Leadership Gatherings: Invite top donors and influencers to private events introducing the curriculum.

Roundtable Discussions: Connect families of wealth with advisors implementing Ron Blue’s principles.

CALLS TO ACTION:

Encourage donors and financial professionals to fund curriculum distribution.

Offer customized coaching programs for those looking to expand their impact.

SECURE LONG-TERM ADOPTION & LEGACY

IMPACT (Weeks 7-12)

Goal: Finalize partnerships and ensure long-term curriculum implementation.

IMPLEMENTATION STRATEGY:

Work with churches, financial firms, and wealth advisors to integrate the Trilogy Series into their programs. Provide training for financial professionals on how to use the curriculum with clients. Launch small group discussion programs for families and faith leaders.

LONG-TERM FUNDING:

Legacy Coaching Programs: Secure $250,000 in funding from 10 high-net-worth donors. Financial Wisdom Masterclasses: Target $375,000 in sponsorship from firms integrating biblical financial teachings.

Video Training Series Expansion: Secure $250,000 for continued content development.

COMMUNICATION PLAN:

Weekly updates through newsletters and social channels.

Personalized impact reports for donors and partners. Vision-sharing webinars showcasing the real-life impact of financial wisdom.

KEY DELIVERABLES

Fully revised 25th Anniversary Trilogy Series with new curriculum and video training.

Masterclass courses designed for families, advisors, and faith leaders.

Biblical financial wisdom framework that can be integrated into businesses, ministries, and wealth planning.

PROJECTED IMPACT

Financial Goal:

Achieve $1M in funding to expand the reach of the Ron Blue Financial Wisdom Initiative.

Engagement Goal:

Equip 50+ financial professionals, pastors, and high-capacity families with practical, faith-driven financial strategies.

Outcome Goal:

Establish the Ron Blue Institute as the leading authority on biblical financial wisdom, empowering families to steward their wealth for generations to come.

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