Event Marketing Kit Contents

Transcription

1 Event Marketing Kit Contents Section 1 BEFORE YOU BEGIN Offers useful tips and practical advice on how you can increase the effectiveness of your event marketing efforts. Section 2 CHECKLISTS Assists you with overall event planning, materials, promotion and follow-up by providing a series of convenient checklists. TEMPLATES Offers a pre-designed graphic structure and easy-to-use electronic templates that allow you to easily create postcards, flyers, brochures, newsletters, ads, and other marketing materials. Section 4 READY-TO-USE MATERIALS Contains information about the variety of ready-to-use materials included in your Kit. Includes an order form to assist you in ordering materials for your next event. Section 5 MESSAGING GUIDELINES Includes information that will help you communicate more effectively about BetterInvesting and its member benefits to current and prospective members, local editors and community leaders. Section 6 PRODUCTION DISCOUNTS Describes an arrangement under which you can enjoy special discounts on commonly used office supplies including paper and printing at OfficeMax stores nationwide.

2 Before Before You Begin You're on the front lines eye-to-eye with existing and prospective members who expect to be informed, educated and entertained through events and other encounters you initiate. It s a big job, and thanks to the efforts of committed volunteers like you across the country, it's been a job well done. At the same time, you've told us that you d like more tools and resources that let you create local marketing solutions customized for local audiences. Now you have instant access to a single reference and implementation tool: the BetterInvesting Event Marketing Kit. The Kit was developed in conjunction with BetterInvesting s outside communications partner, a highly regarded organization with more than 30 years of experience developing marketing communications for non-profit organizations as well as companies in the financial-services area. The purpose of the Kit is simple: to support you by providing ideas, strategies and tips to create your own BetterInvesting event marketing programs quickly and effectively. Each element is designed to help you reach more people in more places and in more ways. GETTING THE MOST FROM YOUR MARKETING EFFORTS Studies show that it takes repeated exposure to the same message to make an impact and generate action. That means, if you want more people at your next event, you ll want to use more marketing tools. The key to action is frequency for maximum effect, your target audience must see your message multiple times (3-4 minimum). Section 1 1

3 Before Before You Begin KEEP MESSAGES SIMPLE Research shows that short, simple messages are more effective and easiest to remember. Your communications should not be complicated or lengthy. Simply stick with the basics and be sure to identify: who will benefit by attending your event (e.g., those interested in increasing their wealth); what they will experience (e.g., guest speakers and discussion groups); when and where the meeting will be held; and, how they can join you. Tip: Make this last point a call-to-action. (e.g., Phone now to register for this free event! ) To reinforce your main message and make it stand out from the clutter of competing messages, include core ideas that make BetterInvesting different (non-profit, volunteer-based, member-driven, mission of investor education, etc.) See Section 5 for more messaging guidelines. APPLYING THE POWER OF BRANDING You ve probably noticed that you can shop at any Home Depot around the country and know that an orange-aproned associate will walk you to the exact location of an item you can t find. And you can visit any McDonald s anywhere in the world and know that the french fries will taste exactly the same as they do in your own neighborhood. These are examples of branding, a proven marketing process that builds familiarity, consistency and customer loyalty. Whether it s a look, a taste or a way of doing business, branding works. And it s how BetterInvesting can work better. You can put the BetterInvesting brand to work and help your communications stand out and take root by consistently using BetterInvesting identity elements and core messages in your marketing materials, advertising and public relations activities. And by retiring your apparel, signs and other items displaying the now-obsolete NAIC brand. By unifying the way Chapters across the country market themselves by having all Chapters speak with one voice we will achieve a uniform and thriving national brand presence. You ll no longer have to fly solo. You ll have the strength of a leading national brand working for you every time you promote an event. The promotional tools contained in this Event Marketing Kit encourage each Chapter s individuality and creativity, letting you do your own thing within a consistent brand framework. The extensive quantity and variety of templates and ideas will enable your Chapter to do more local marketing easier, faster, with better results than ever before. Section 1 2

4 Before Before You Begin GO WHERE THE PEOPLE ARE Don t count solely on interested investors coming to you. With these attractive and effective materials as part of your Chapter presentation, you ll be well prepared to expand your education and member-recruitment efforts. Now you can get out into the community, set up your booth and draw prospects by participating in local events such as art fairs, home shows, financial shows, and other community events, as well as programs sponsored by Kiwanis, Elks Clubs, Rotary and similar local service groups. Here are some additional ideas that can increase awareness of BetterInvesting Chapters and generate interest on a local level: Initiate programs that create long-term relationships with parents and their children. Make presentations to local branches of the Boy Scouts and Girl Scouts, PTAs and other community organizations. Identify and use local advertising opportunities. There are many creative and inexpensive ways to reach prospective members, such as banners at art fairs, table-top opportunities at community events, participation in local charitable fund-raisers, sponsorship of community theater groups, etc. Attach business cards containing Chapter contact information to all event handouts and other printed materials. Promote and stage a WebEx online seminar or presentation (See details in Section 4.) Work with your local access community TV station to arrange for airing of the How to Start an Investment Club video. (See details in Section 4.) Section 1 3

5 Before Before You Begin BUILD RELATIONSHIPS WITH LOCAL MEDIA Many newspapers and magazines as well as radio and television stations regularly look for news of local interest. By developing and maintaining relationships with your local media, you can help fill their need for news and often gain considerable free publicity for your Chapter and its events. Begin by calling or writing your local media outlets and inviting their reporters to your next event. Or, better yet, drop by their office and extend your personal invitation. Of course, the same celebrity or special guest that draws extra attendees to a meeting may also serve to attract reporters. Timing is everything, so be persistent. You may be turned down several times by a reporter before you succeed in having your event or Chapter publicized. Another suggestion: Let editors and reporters know you are available as a local source of information on investing. Editors and reporters often seek comments from interested community members on major news stories. One way to do this is to check your local newspaper for articles on investing or related topics, then call-in or your comments to the writer or editor. Let the editor know that you are a BetterInvesting volunteer and would be glad to provide local feedback or perspective for future stories. Follow up with information on local BetterInvesting activities and programs, reminding the editor of BetterInvesting s non-profit, volunteer-based approach to investor education in your community. Section 1 4

6 Before Before You Begin WHAT TO WEAR You are an extension of the BetterInvesting brand. Your knowledge and enthusiasm have always been a visible asset. Use BetterInvesting wearable items such as shirts, pins and name tags, and the look will be complete. For details, see order form in Section 4. Shirts (sport shirt; long-sleeve button down) Chapter Volunteer Pins Name Badges (Template supplied in ) Wearing BetterInvesting apparel at your chapter events presents a consistent look and gains the benefits of national branding. Wearing NAIC-branded apparel detracts from the BetterInvesting brand and should no longer be worn at your Chapter events. Use the order form supplied in Section 4 to purchase BetterInvesting apparel with your chapter identity, and wear it proudly! Section 1 5

7 Checklists Checklists START EVERY EFFORT BY CHECKING THE BASICS Producing a successful Chapter event encompasses many areas and countless details. Your Event Marketing Kit can help. To assist you with planning, materials, promotion and follow-up, this section includes a series of handy, easy-to-use checklists. Use them to ensure that you touch all the bases from preparation to follow-through. And, don t hesitate to amend them for future activities; every Chapter will have special circumstances and contingencies that need to be considered during event planning. This section includes checklists for: Event Planning The Right Materials Reaching Existing Members Attracting Prospective Members Following Up an Event Ongoing Activities Section 2 1

8 CHECKLIST: EVENT PLANNING Budget. Your budget will determine the extent of everything that follows. Guest List. If there is a guest list, it will be determined primarily by budget and room. Date, Time, Site. Make a short list of appropriate sites and select one based on availability, cost, location and other pertinent factors. Keep in mind any dates that conflict with holidays, religious observances or local events. Guest Speakers. When inviting special guests, consider people who would bring something interesting or unique to the event. Be sure the speaker is available and affordable, agree on terms and get it all in writing. Facility Arrangements. Do you need licenses and permits, audio/video equipment or podiums? How about flowers and decorations? Do you have enough staff for setup and cleanup? Vendors. The best advice is: Plan ahead. If you need a photographer or videographer, invitations or giveaways, get everything and everyone locked in as early as possible. Marketing Plan. Decide how you will promote your event, drawing on the ideas and resources in your Kit. Here are a few items to consider: Create a Promotion to help draw people to your event. Example 1: Bring-a-Friend Utilize a drawing for free membership or BetterInvesting educational tools or merchandise for members and their guests who attend your event. Example 2: Own Your Share of America Ask a public company in your area to contribute a share or two of stock to feature as a drawing prize. Local Celebrities often improve media coverage. Promotion and Publicity. Publicize your event if it is newsworthy: Alert, advise, invite and follow up with your local media. Remember, you can t control or depend on free publicity, so don t count it as part of your three-time message frequency. CHECKLIST: EVENT PLANNING Event Name. Create a catchy name for your event one that captures the benefit attendees can expect from participating. Examples include: How to Turn $100 into $1,000 Stock picking: How to Beat the Pros 10 Secrets to High-return, Low-risk Investing Mutual Fund Investing: 10 Ideas that Work Investing Basics: How to Make Money in any Market Section 2 2

9 CHECKLIST: THE RIGHT MATERIALS A complete promotion for your BetterInvesting event has been planned and you expect a good mix of existing and potential members to attend. Do you also have everything you need for the event itself? Delivering the right experience on event day is just as important as recruiting the right attendees. Here s a checklist of materials that can help you implement a successful and memorable event: DISPLAY ONLY: Event Room Materials** (tabletop display graphics and table banner) Member Recruitment Video** (BetterInvesting: An Overview Video) PowerPoint Presentation* BetterInvesting Wearable Items** Drawing Box for Completed Drawing Entry Forms Name Badges* DISPLAY AND DISTRIBUTION: Giveaways** BetterInvesting Magazine** Chapter Newsletter* Letter-Fold Brochure (Generic)* Letter-Fold Brochure (Calendar of Events)* Calendar of Events Flyer* Business Cards* Promotional Drawing Entry Forms** CHECKLIST: THE RIGHT MATERIALS Member Recruitment Kits** How to Start an Investment Club Brochures** * Templates are included in. ** Available by contacting Chapter Services or by using the order form supplied in Section 4. Section 2 3

10 CHECKLIST: REACHING EXISTING MEMBERS BetterInvesting members put a high value on Chapter educational events. But getting busy investors to sign up for your event can still be a challenge. This checklist is a perfect place to start. your Club contacts to alert them to event content and timing, and to ask for their support in getting local club members involved. BetterInvesting Magazine is your main channel of communication to current members. Each issue features a list of upcoming Chapter events. Be sure your events are listed. Your Chapter Newsletter is also of great value in alerting members to upcoming activities. (See how-to tips in ) Direct-mail Postcards make effective reminders, and can also be useful in attracting recipients to your event or driving them to your web pages for additional information. (See how-to tips in ) Utilize an Blast, an easy and inexpensive way to reach large numbers of people. Its immediacy is particularly useful when changing or adding event details, confirming event registration, or sending last-minute reminders. Create a Website Banner Ad on your Chapter home page that links to information about your event. Be sure your ad links to a full description, list of benefits, and sign-up information for each event. (See how-to-tips in ) Create a Promotion to help draw people to your event. Example 1: Bring-a-Friend Utilize a drawing for free membership or BetterInvesting educational tools or merchandise for members and their guests who attend your event. Example 2: Own Your Share of America Ask a public company in your area to contribute a share or two of stock to feature as a drawing prize. CHECKLIST: REACHING EXISTING MEMBERS Section 2 4

11 CHECKLIST: ATTRACTING PROSPECTIVE MEMBERS When you open an event to the public, you re helping to build a stronger future for BetterInvesting. This checklist will jump start your efforts to populate your event with qualified prospective members investors ready to learn and grow. Event Advertising - Run an ad in your local newspaper or other publications that serve your target audience. (See how-to tips in ) Implement a Viral campaign. Simply send an message about your event to current members and ask them to forward it to family, friends and co-workers who might be interested in attending. (See how-to tips in ) Use Direct Mail. Mail postcard or letter-fold brochure to your prospective-member database. Or purchase your database from a company such as W.S. Ponton, Inc., which offers a variety of methods to build a list that will best target local member prospects ( ; (See how-to tips in ) Distribute Flyers to prospective and existing members. Post your flyer in public places. (See how-to tips in ) CHECKLIST: ATTRACTING PROSPECTIVE MEMBERS Section 2 5

12 CHECKLIST: FOLLOWING UP AN EVENT A well-planned, well-promoted and well-staged event is a sure recipe for success. However, capitalizing on that success through effective post-event follow-up is equally important. Here are a few ways to be sure you fully leverage the goodwill your event has generated. Event debrief rate the event and discuss areas that were successful and areas that need improvement for the next event. Use this opportunity to update your checklists, deleting those checks that do not apply to your Chapter and including new ones that may improve future meetings. If you held a drawing, create a database, or update an existing database, to include information provided on entry forms. Use the attendee information provided on entry forms to or mail follow-up communications. Don t forget to thank the attendees. Publicize after the event. Take photos, label them with attendee names, and send them to your contacts at local newspapers and magazines. Publications will often run articles on events after they have occurred, providing you with valuable publicity for future efforts. CHECKLIST: FOLLOWING UP AN EVENT Section 2 6

13 CHECKLIST: ONGOING ACTIVITIES Recruiting existing and prospective members to your events is far easier if your Chapter already has a solid reputation for investor education and community involvement. Here are key activities that will help you develop this advantage: Press releases and public service announcements are key elements in any public relations campaign and can help your Chapter gain visibility through newspapers, radio and television. (See how-to tips in ) Consider creating a curriculum and offering it as part of the Adult Education program in your community. Get involved with your local Chambers of Commerce staff. Work with them to identify opportunities to promote BetterInvesting at local business events. Check out their website and ask about using their mailing list to promote your event. Contact local service clubs (Kiwanis, Rotary, Elks, etc.) and offer to put on a program as part of their monthly meetings. Build on the Good Morning America initiative. Contact your localaccess community cable television station and ask for local access time to air the How to Start an Investment Club video. (See how-to tips in Section 4) CHECKLIST: ONGOING ACTIVITIES Section 2 7

14 Templates Templates Every do-it-yourselfer needs the right tools. Included in your Event Marketing Kit are tools you can put to work immediately. Let s start with a brief word about electronic templates. Microsoft Word Templates provide a pre-designed graphic structure within which you can place your own text and other elements to easily and quickly create finished layouts for postcards, flyers, brochures, newsletters, ads and other materials. Templates can be copied from the CD supplied in this section of your Event Marketing Kit, or downloaded from Volunteers section, PR/Marketing area. USING YOUR TEMPLATES The Microsoft Word templates supplied are user-friendly; all fonts (typefaces) and column widths are pre-determined. All you have to do is add your specific information, select Save As and create a new name for the document (e.g., Newsletter0107.doc ). You can type directly onto the template or cut and paste text from another document. Be sure that all default text is replaced with your Chapter information. When you Save As and rename the document, the original template is not altered. All templates are designed using the Arial typeface, which is pre-installed on all PCs, as part of the Microsoft Word program. Be sure to use the typeface and size as indicated on the template. HINT: Your first step should be to create a new folder in the My Documents area of your computer and call it BetterInvesting Templates. Copy all of the templates from the disc to this folder. In case a copy of one of the templates is altered by mistake, you can easily copy it again from the original disc, which should be stored in a safe place. All communications for a given event should be built around the same basic theme. This allows your message to be presented consistently and reinforced effectively across a range of communication tactics. To help achieve this, it s important to use matching templates (templates with the same or similar headline) for all event communications postcards, flyers, ads, etc.). 1

15 Templates This section includes three types of templates: 1) Templates designed for use with pre-printed paper stock Postcards an inexpensive way to reach existing and prospective members using direct mail. Flyers for bulletin boards and handouts. Letter-Fold Brochure (Calendar of Events) create a full description and schedule for your upcoming chapter events. Letter-Fold Brochure (Generic) a general-purpose handout or mailing piece specific to your chapter. (See pre-printed paper stock samples in this section) 2) Templates designed for use with white 24# blank (unprinted) paper stock Newsletter a fundamental member communications tool. Calendar of Events Flyer pass out at Chapter events. Keep members and prospective members aware of your scheduled Chapter activities. Name Badges help make event attendees feel welcome enable them to call you by name. Letterhead/Business Cards achieve consistent brand identification. Publicity: Press Releases/Public Service Announcements gain visibility through newspapers, radio and television. (See samples printed on blank (unprinted) paper stock in this section) 3) Templates designed to create finished electronic files only (no printing required) PowerPoint Presentation Easy-to-use PowerPoint Templates that can be adapted for your Chapter presentations. Viral pre-written text that describes the viral concept. Includes forwardable for members to share with non-member friends, family and co-workers. Website Banner Ad An easy way to highlight events on your Chapter website home page. Advertisement tap the power of newspapers and community publications. 2

16 TEMPLATE: POSTCARDS Postcards are an inexpensive way to communicate upcoming events and other information to both club members and prospects. Send the postcards to each club contact person. There is a reminder on each postcard template to Please share this with your club! (Omit this reminder on postcards going to prospective members.) Samples of the pre-printed paper stock for all four postcards are included in this section. Start-up quantities of pre-printed paper stock (all four versions) are included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. If you need a quantity of 250 or more, simply send the completed electronic template to Chapter Services at [email protected] and we will print your postcards and return them to you for mailing. Make sure you provide Chapter Services with any scheduling information. There are four different postcard templates included in your Event Marketing Kit. Each template is designed for use with pre-printed paper stock (two postcards per page) that provides room for you to insert event details and other information: Postcard A: Are you meeting your financial goals? Ideal for attracting prospective members to your event. Postcard B: Ready for Retirement? Suitable for both current and prospective members interested in investing for retirement. Postcard C: Mark Your Calendar for These Exciting Events Allows you to communicate multiple upcoming events to both existing and prospective members. Postcard D: Generic A general-purpose format that gives you more flexibility to build a custom message, based on your particular goals and event specifics. TEMPLATE: POSTCARDS Be sure to use the electronic template that matches the pre-printed paper stock you intend to use. 3

17 TEMPLATE: POSTCARD A ARE YOU MEETING YOUR FINANCIAL GOALS? Message Side Address Side Print and Proof Save and Print Postcard_A_Meeting_Message.doc Postcard_A_Meeting_Address.doc Postcard A: Are you meeting your financial goals? is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_A_Meeting_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD A Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Are you meeting your financial goals? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 4

18 TEMPLATE: POSTCARD A ARE YOU MEETING YOUR FINANCIAL GOALS? Message Side Address Side Postcard_A_Meeting_Message.doc Postcard_A_Meeting_Address.doc Print and Proof Save and Print Postcard A: Are you meeting your financial goals? is created by using two templates. One for the message side. Another for the address side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_A_Meeting_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD A Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Are you meeting your financial goals? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 5

19 TEMPLATE: POSTCARD B READY FOR RETIREMENT? Message Side Address Side Print and Proof Save and Print Postcard_B_Retirement_Message.doc Postcard_B_Retirement_Address.doc Postcard B: Ready for Retirement? is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_B_Retirement_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD B Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Ready for Retirement? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 6

20 TEMPLATE: POSTCARD B READY FOR RETIREMENT? Message Side Address Side Print and Proof Postcard_B_Retirement_Message.doc Postcard_B_Retirement_Address.doc Postcard B: Ready for Retirement? is created by using two templates. One for the message side. Another for the address side. Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_B_Retirement_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD B Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Ready for Retirement? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 7

21 TEMPLATE: POSTCARD C MARK YOUR CALENDAR... Message Side Address Side Print and Proof Save and Print Postcard_C_Calendar_Message.doc Postcard_C_Calendar_Address.doc Postcard C: Mark Your Calendar... is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_C_Calendar_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD C Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Mark Your Calendar... on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 8

22 TEMPLATE: POSTCARD C MARK YOUR CALENDAR... Message Side Address Side Print and Proof Postcard_C_Calendar_Message.doc Postcard_C_Calendar_Address.doc Postcard C: Make Your Calendar... is created by using two templates. One for the message side. Another for the address side. Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_C_Calendar_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD C Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Mark Your Calendar... on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 9

23 TEMPLATE: POSTCARD D GENERIC Address Side Print and Proof Save and Print Postcard_D_Generic_Address.doc Postcard D: Generic is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_D_Generic_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Insert postcard headline. 4 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 5 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 6 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD D Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the pre-printed paper stock with no pre-printed headline on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 10

24 TEMPLATE: POSTCARD GENERIC MESSAGE SIDE Message Side Message Side Message Side Postcard_D_Generic_Message_A.doc Print and Proof Postcard_D_Generic_Message_B.doc Save and Print Postcard_D_Generic_Message_C.doc Postcard D: Generic is created by using two templates. Select one of the three templates shown above as your message side. A separate template is provided for the address side. Each template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening one of the three message side template files: Postcard_D_Generic_Message_A.doc, Postcard_D_Generic_Message_B.doc or Postcard_D_Generic_Message_C.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD D Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. These templates are designed for use with pre-printed paper stock included in your Kit. Be sure to use the pre-printed paper stock with no pre-printed headline on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 11

25 TEMPLATE: FLYERS Flyers attract attention when they are distributed at community events, or posted in appropriate public places such as libraries, community centers, colleges and grocery stores. Be sure to receive permission to post or pass out your flyers. Samples of the pre-printed paper stock for all four different flyers are included in this section. Start-up quantities of pre-printed paper stock (all four versions) are included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. Templates for four different flyers are included in your Event Marketing Kit. Each template is designed for use with pre-printed paper stock that provides room for you to insert event details such as date, time, place, contact information and map and/or directions. Flyer A: Are you meeting your financial goals? Ideal for attracting prospective members to your event. Flyer B: Ready for Retirement? Suitable for both current and prospective members interested in investing for retirement. Flyer C: Mark Your Calendar for These Exciting Events Allows you to communicate multiple upcoming events to both existing and prospective members. Flyer D: Generic A general-purpose format that gives you more flexibility to build a custom message, based on your particular goals and event specifics. TEMPLATE: FLYERS Be sure to use the electronic template that matches the pre-printed paper stock you intend to use. 12

26 TEMPLATE: FLYER A ARE YOU MEETING YOUR FINANCIAL GOALS? Flyer_A_Meeting.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_A_Meeting.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER A Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline Are you meeting your financial goals? 13

27 TEMPLATE: FLYER B HOW TO INVEST FOR RETIREMENT Flyer_B_Retirement.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_B_Retirement.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER B Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline How to Invest for Retirement. 14

28 TEMPLATE: FLYER C MARK YOUR CALENDAR... Flyer_C_Calendar.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_C_Calendar.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER C Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline Mark Your Calendar... 15

29 TEMPLATE: FLYER D GENERIC Flyer_D_Generic.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_D_Generic.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER D Edit the headline. Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with no pre-printed headline. 16

30 TEMPLATE: LETTER-FOLD BROCHURE (CALENDAR OF EVENTS) A Calendar of Events letter-fold brochure is an ideal way to inform members and prospective members of upcoming activities. Pass them out at your next event, or mail them in a standard #10 business envelope. This template allows you to create a full description and schedule for upcoming chapter events. The letter-fold format provides a finished piece that fits perfectly in literature holders and standard #10 business envelopes. A sample of the pre-printed paper stock for the letter-fold brochure (calendar of events) is included in this section. A start-up quantity of pre-printed paper stock is included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. TEMPLATE: LETTER-FOLD BROCHURE (Calendar) 17

31 TEMPLATE: LETTER-FOLD BROCHURE (CALENDAR OF EVENTS) Letterfold_Calendar.doc This template is a multi-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the letter-fold brochure template, begin by opening the file titled Letterfold_Calendar.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Print and Proof Save and Print Fold Place Chapter name here. Edit the Chapter name above the logo. Edit the contents area. Follow the column sequencing indicated (a-b-c). You will need to manually break the text from one column to the next. Edit registration form to include Chapter specific information. Edit the Spotlight event area. Click on the red dot on both pages of the template and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the preprinted paper stock, verifying that everything lines up as desired. Unless you have a two-sided printer, you will need to print page 1 and page 2 separately loading the printer appropriately for each page. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Fold to proper letter-fold size. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed letter-fold brochure paper stock with the subhead Calendar of Events and description line Learn-by-doing investment programs... TEMPLATE: LETTER-FOLD BROCHURE (Calendar) 18

32 TEMPLATE: LETTER-FOLD BROCHURE (GENERIC) Each BetterInvesting Chapter can now more easily produce its own letter-fold brochure for general-purpose use. This piece typically includes BetterInvesting s history, goals and investing principles, as well as specific benefits and activities of the local Chapter. Ample room is provided for text, photos and contact information. Be sure to keep a sufficient supply on hand for each event, as well as for responding to prospective-member requests. The brochure folds to fit a standard #10 business envelope. You should also keep brochures stocked in literature racks at public places like libraries and credit unions. Samples of the pre-printed paper stock for the letter-fold brochure (generic) are included in this section. A start-up quantity of pre-printed paper stock is included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. Be sure to use the electronic template that matches the pre-printed paper stock you intend to use. TEMPLATE: LETTER-FOLD BROCHURE (Generic) 19

33 TEMPLATE: LETTER-FOLD BROCHURE (GENERIC) Letterfold_Generic.doc Print and Proof Save and Print Fold This template is a multi-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the letter-fold brochure template, begin by opening the file titled Letterfold_Generic.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Edit the headline and subhead. Edit the description line. Edit the chapter name above the logo. Edit the contents area. Follow the column sequencing indicated (a-b-c-d-e). You will need to manually break the text from one column to the next. Click on the red dot on both pages of the template and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Unless you have a two-sided printer, you will need to print page 1 and page 2 separately loading the printer appropriately for each page. Save and print final document. Load the pre-printed paper stock in your printer. Fold to proper letter-fold size. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: LETTER-FOLD BROCHURE (Generic) This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed letter-fold brochure paper stock with no copy in the headline, subhead or description areas. 20

34 TEMPLATE: NEWSLETTER Your Chapter newsletter is a fundamental link to area members, media and other interested persons and organizations. Be sure to bring an appropriate quantity of your latest issue to all Chapter-sponsored events. Newsletters can be sent out as often as your Chapter news makes necessary (monthly, quarterly, semi-annually), but try to keep to a regular schedule. The newsletter template makes it easy to assemble a piece that will consistently present your Chapter and the BetterInvesting brand in the best light. Just insert your headlines, photos and text. Be sure to overwrite all indicated text, proofread carefully and save as described. Templates are provided for newsletters ranging in length from 2 to 8 pages. You may select 8.5 x 11 or 11 x 17 page sizes, and 2- or 3-column formats. (See, page 24 for description and file names of newsletters on the Template CD). Included in this section are color and black and white printed samples of a 2-page (8.5 x 11, printed front and back) and 4-page (11 x 17, printed front and back, folded to 8.5 x 11 ) newsletters printed on white 24# blank (unprinted) paper stock. (See Section 6 for details on paper and printing discounts). TEMPLATE: NEWSLETTER 21

35 TEMPLATE: NEWSLETTER Side One Side Two Newsletter_2pg_2col_8.5x11.doc Print and Proof Save and Print Fold and Mail This template is a multi-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. While these instructions apply to the 2-page, 8.5 x 11, 2-column newsletter template, layout and instructions for other newsletter templates are similar. TEMPLATE: NEWSLETTER To use the newsletter template, begin by opening the newsletter template file (or files) that meets your needs. (See, page 24 for description and file names of newsletters on the Template CD). Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit postal indicia with your Chapter s bulk mail permit information or delete this box if you use a postage machine or hand stamp your mailings. To delete the box, click on indicia box, place cursor over edge of box until you receive four (4) arrows, click left side of mouse, and press the Delete key Edit issue date. Enter Chapter name address information. Replace photography, if desired, by using the Insert Picture command. (Use photos from the Photography CD included in this Kit, or use your Chapter photo library) Edit bullet-point index callouts to correspond with articles in your newsletter. Enter headline. Replace photos, if desired. (Use photos from the Photography CD included in this Kit, or use your Chapter photo library). 8 Enter article text. NOTE: The text columns within the template are free-floating 9 you will need to manually break articles and text to the next column, if needed. Enter article text. 22

36 TEMPLATE: NEWSLETTER Side One Side Two Newsletter_2pg_2col_8.5x11.doc Print and Proof Save and Print Fold and Mail Enter newsletter volume and number. Edit issue date. Edit Chapter name. NOTE: This appears in all headers in multi-page templates. Make sure to edit the Chapter name on all pages where it appears. Enter article text. Enter article text. Print and proofread. Save and print final document. Unless you have a two-sided printer, you will need to print each page separately. Fold to finished mailing size (5.5 x 8.5 ) and mail. TEMPLATE: NEWSLETTER Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again This template is designed for use with white 24# blank (unprinted) paper stock. When printing copies without a two-sided printer, print one side of each sheet, flip the paper stock over and feed it through the printer again to print the reverse page. Some planning and experimentation may be necessary when printing multi-page newsletters. Or let your local OfficeMax do your printing for you (See Section 6 for details on paper and printing discounts). 23

37 TEMPLATE: NEWSLETTER DESCRIPTION AND FILE NAME ON TEMPLATE CD: Description (2-Column) File Name 2-page, 2-column, 8.5x11 Newsletter_2pg_2col_8.5x11.doc 4-page, 2-column, 8.5x11 Newsletter_4pg_2col_8.5x11.doc 4-page, 2-column, 11x17 Newsletter_4pg_2col_11x17.doc 6-page, 2-column, 8.5x11 Newsletter_6pg_2col_8.5x11.doc 6-page, 2-column, 11x17 Newsletter_6pg_2col_11x17.doc AND Newsletter_6pg_2col_insert.doc 8-page, 2-column, 8.5x11 Newsletter_8pg_2col_8.5x11.doc 8-page, 2-column, 11x17 Newsletter_8pg_2col_11x17.doc Description (3-Column) 2-page, 3-column, 8.5x11 4-page, 3-column, 8.5x11 4-page, 3-column, 11x17 6-page, 3-column, 8.5x11 6-page, 3-column, 11x17 8-page, 3-column, 8.5x11 8-page, 3-column, 11x17 File Name Newsletter_2pg_3col_8.5x11.doc Newsletter_4pg_3col_8.5x11.doc Newsletter_4pg_3col_11x17.doc Newsletter_6pg_3col_8.5x11.doc Newsletter_6pg_3col_11x17.doc AND Newsletter_6pg_3col_insert.doc Newsletter_8pg_3col_8.5x11.doc Newsletter_8pg_3col_11x17.doc TEMPLATE: NEWSLETTER 24

38 TEMPLATE: CALENDAR OF EVENTS FLYER A calendar of events is essential to keep members and prospective members aware of Chapter activities. Pass them out at all Chapter events to promote upcoming meetings, seminars, classes, workshops and other activities. The Calendar of Events Flyer template can be customized with the local Chapter name, and allows room to include date, event, topics, time, site and fee. If you need more space, it s better to print on both sides of one page than on two pages; be sure that your printer is set up for two-sided printing. Included in this section are color and black and white printed samples of the Calendar of Events Flyer printed on white 24# blank (unprinted) paper stock. (See Section 6 for details on paper and printing discounts). TEMPLATE: CALENDAR OF EVENTS FLYER 25

39 TEMPLATE: CALENDAR OF EVENTS FLYER Calendar_of_Events.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the Calendar of Events Flyer template, begin by opening the file titled Calendar_of_Events.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Place Chapter name here. Edit the calendar entries. NOTE: The calendar grid is a Microsoft Word table. Refer to your Microsoft Word instructions for information on working with tables specifically adding and deleting rows, editing cell background colors, etc. Print and proofread. Save and print final document. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: CALENDAR OF EVENTS FLYER This template is designed for use with white 24# blank (unprinted) paper stock. When printing copies without a two-sided printer, print one side of each sheet, flip the paper stock over and feed it through the printer again to print the reverse page. Some planning and experimentation may be necessary when printing multi-page newsletters. Or let your local OfficeMax do your printing for you (See Section 6 for details on paper and printing discounts). 26

40 TEMPLATE: NAME BADGES Name Badges are a basic part of any well-planned event. Use them to identify Chapter volunteers and special guests, so that attendees can call them by name during the course of the event. Provide pre-printed or blank badges for attendees to help facilitate friendly interaction and social networking. A variety of name badge templates allow you to choose the style that s right for you: Adhesive, Hanging or Pin. All templates included in your Event Marketing Kit are compatible with Avery Name Badge stock. (Adhesive = Avery #8395; Hanging = Avery #74459; Pin = Avery #74549). White Avery Name Badge stock can be purchased at your local OfficeMax Store. (See Section 6 for details on paper and printing discounts). TEMPLATE: NAME BADGES 27

41 TEMPLATE: NAME BADGE (ADHESIVE) Name Badge (Adhesive) = Avery #8395 Name_Badge_Adhesive.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on the screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the adhesive-style name badge template, begin by opening the file titled Name_Badge_Adhesive.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Edit name, title and Chapter on top left badge. Highlight and copy the information in step 1 and paste it here. Print and proofread. Save and print final document. TEMPLATE: NAME BADGE (ADHESIVE) Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with Avery #8395 Name Badge stock. This adhesive-style name badge is designed to be used without holders. (See Section 6 for details on paper and printing discounts). 28

42 TEMPLATE: NAME BADGE (HANGING) Name Badge (Hanging) = Avery #74459 Name_Badge_Hanging.doc Print and Proof Save and Print Assemble This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on the screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the hanging-style name badge template, begin by opening the file titled Name_Badge_Hanging.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Edit name, title and Chapter on top left badge. Highlight and copy the information in step 1 and paste it here. Print and proofread. Save and print final document. Separate individual name badges and insert into hanging-style holders. TEMPLATE: NAME BADGE (HANGING) Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with Avery #74459 Name Badge stock. This hanging-style name badge is designed to be used with 3 x 4 hanging-style holders. (See Section 6 for details on paper and printing discounts). 29

43 TEMPLATE: NAME BADGE (PIN) Name Badge (Pin) = Avery #74549 Name_Badge_Pin.doc Print and Proof Save and Print Assemble This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on the screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the pin-style name badge template, begin by opening the file titled Name_Badge_Pin.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Edit name, title and Chapter on top left badge. Highlight and copy the information in step 1 and paste it here. Print and proofread. Save and print final document. Separate individual name badges and insert into pin-style clear holders. TEMPLATE: NAME BADGE (PIN) Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with Avery #74549 Name Badge stock. This pin-style name badge is designed to be used with 2 1/4 x 3 1/2 pin-style holders. (See Section 6 for details on paper and printing discounts). 30

44 TEMPLATE: BUSINESS CARDS/LETTERHEAD Business cards and letterhead play an important role in projecting the BetterInvesting image to prospective members and others. Be sure that you use only these approved Chapter templates to achieve the benefits of consistent brand identification. The business card template included in your Event Marketing Kit is compatible with Avery #5871 Business Card stock. White Avery business card stock can be purchased at your local OfficeMax store. (See Section 6 for details on paper and printing discounts). The letterhead template allows you to easily and quickly produce additional quantities of letterhead required for large mailings to accompany direct mail brochures, etc. BetterInvesting headquarters will continue to supply you with a quantity of Chapter letterhead annually. TEMPLATE: BUSINESS CARDS/LETTERHEAD 31

45 TEMPLATE: BUSINESS CARDS Business Card = Avery #5871 Business_Cards.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the business card template, begin by opening the file titled Business_Cards.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Enter your Chapter and personal information on the top left business card. Highlight and copy the information in step 1 and paste it here. Print and proofread. Save and print final document. TEMPLATE: BUSINESS CARDS Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with Avery #5871 Business Card stock. (See Section 6 for details on paper and printing discounts). 32

46 TEMPLATE: LETTERHEAD Letterhead.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print layout. To use the letterhead template, begin by opening the file titled Letterhead.doc. Now use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: In the View menu, select Header and Footer (or double-click the footer area) to activate. Edit your Chapter name. Edit main text. Print and proofread. Save and print final document. TEMPLATE: LETTERHEAD Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with white 24# blank (unprinted) paper stock. (See Section 6 for details on paper and printing discounts). 33

47 TEMPLATE: PUBLICITY Support your event with publicity. A press release or public service announcement (PSA) is a great way to gain visibility through the print and electronic news media. This free advertising often carries more credibility than paid advertising, because it appears as news reported by the individual medium in which it appears (newspaper, radio, etc). Electronic media, including local-access cable stations, are surprisingly receptive to producing and airing PSAs for nonprofit organizations like BetterInvesting free, or for a nominal fee. Radio stations can use 10-, 20-, 30- or 60-second PSAs. Thirty-second versions run about 75 words; 60-second versions about 150 words. You can get the specific requirements for your radio station by calling the station s public service director. The PSA template for radio stations includes important information like dates, times and phone numbers. Also, remember that the media reserve the right to use your message as you submit it, alter it, or not use it at all. The Press Release template allows you to cover the key issues of your event in a format that is required by the media. Be sure to send out, or personally deliver, press releases or PSA announcements covering every event you stage during the year. An individual newspaper or station may not use everything you submit, but you will be building valuable relationships with your media representatives, relationships that will help your future publicity efforts. TEMPLATE: PUBLICITY To get you off on the right foot, a Media Kit is available by contacting Chapter Services or by using the order form supplied in Section 4. It contains the materials you need to develop a successful publicity program. NOTE: Reference the Chapter Publicity website where you ll find complete details to help you plan and implement an effective local publicity program. 34

48 TEMPLATE: PUBLIC SERVICE ANNOUNCEMENT (PSA) Print and Proof Save and Print Distribute PSA.doc This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the Public Service Announcement (PSA) template, begin by opening the file titled PSA.doc. Now use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: PSA In the View menu, select Header and Footer (or double-click on the footer area). Edit your Chapter name. Edit main text to reflect your event information. NOTE: 30-second versions run about 75 words and 60-second versions run about 150 words. Print and proofread. Save and print final document. Distribute final copy to media. PSAs can be mailed, ed, faxed or hand delivered with a cover letter. (See Public Service Announcement letter template included in this section.) Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use on white 24# blank (unprinted) paper stock. 35

49 TEMPLATE: PUBLIC SERVICE ANNOUNCEMENT LETTER Print and Proof Print final copies Save final document PSA_letter.doc This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the Public Service Announcement (PSA) letter template, begin by opening the file titled PSA_letter.doc. Now use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: PSA LETTER In the View menu, select Header and Footer (or double-click on the footer area). Edit your Chapter name. Edit main text. Print and proofread. Save and print final document. Distribute final copy with Public Service Announcement to media. PSA letter can be mailed, ed, faxed or hand delivered with the Public Service Announcement. (See Public Service Announcement template included in this section.) Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use on white 24# blank (unprinted) paper stock. 36

50 TEMPLATE: PRESS RELEASE Page One Page Two Press_Release.doc Print and Proof Save and Print Distribute This template is a multi-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the press release template, begin by opening the file titled PressRelease.doc. Now use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: In the View menu, select Header and Footer (or double-click the footer area). Edit your Chapter name. Edit the name, phone number and address of the primary contact person, in case a reporter wants more information. Edit the phrase For Immediate Release to Release on (date), if the release is to be delayed until a specific date. If your release is two pages, the word more should be positioned at the end of the first page. TEMPLATE: PRESS RELEASE 37

51 TEMPLATE: PRESS RELEASE Page One Page Two Press_Release.doc Print and Proof Save and Print Distribute At the top of the second page edit the title of the news release in the upper left corner followed by Page Two. This way, if the pages of the news release are separated, the journalist knows which page belongs to which release. One line below the last line of text, type ### centered left to right. This indicates the end of the story. Insert Chapter boilerplate text, a succinct description of your Chapter. This should be the last paragraph in the release. Print and proofread. Save and print final document. Print final copies on your Chapter letterhead. Distribute final copy to media. Releases can be mailed, ed, faxed or hand delivered. Distribute final copy to media. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: PRESS RELEASE This template is designed for use on white 24# blank (unprinted) paper stock. 38

52 TEMPLATE: POWERPOINT PRESENTATION PowerPoint is a widely used presentation graphics program that allows you to create and deliver high-impact presentations via a computer monitor (or a larger screen that is linked to your laptop). With PowerPoint, you can create a series of slides onto which you can place words and graphics. The PowerPoint template includes a main title slide, and four identical color coded sections (blue, green, orange and purple) and a text slide for each color coded section. For consistency, the main title slide and the blue section should be used for all presentations. At presenters discretion, green, orange and purple can be used when topic/subject is changed, to add visual appeal. Customize your presentation for seminars, classes, tradeshows and local events. It s helpful to keep PowerPoint slides clean and free of clutter. Fewer words on the screen (15 or less) are better. If necessary, split your thought into two or more screens to avoid crowding. TEMPLATE: POWERPOINT PRESENTATION 39

53 TEMPLATE: POWERPOINT PRESENTATION Main Title Slide Section Title Slide Individual Slide Repeat Steps 7-9 Print and Proofread This template is a multi-page MicroSoft PowerPoint document. You will need PowerPoint software loaded on your computer to use this template. The PowerPoint template includes nine slides; one (1) main title slide, four (4) section title slides and four (4) individual slides. To use the PowerPoint template, begin, by opening the file titled PowerPoint.ppt Now use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Main Title Slide 1 Edit presentation title. 2 Edit presentation subtitle. 3 Edit Chapter name. PowerPoint.ppt Section Title Slide 4 Edit presentation title from step 1. 5 Edit section topic title. NOTE: It is recommended to change color background for each topic in your presentation. 6 Edit Chapter name or presenter s name, or delete. To do this, use Master/Slide Master under the View command. Click on this area and insert text. When done, click on Close Master View located in floating box. Individual Slide 7 Edit section topic title to be consistent with section topic title used in step 5. 8 Edit slide heading. 9 Edit slide text. Do not allow slide copy to be smaller than 18 point. 10 Repeat steps 7-9 as needed, to complete presentation. To do this, use New Slide under the Insert command. 11 Print and proofread all slides. TEMPLATE: POWERPOINT PRESENTATION For additional help using PowerPoint, refer to your MicroSoft PowerPoint users manual. This template was designed to create finished electronic files only (no printing required). 40

54 TEMPLATE: VIRAL S Viral or easily forwardable allows you and other members to share Chapter information and send event invitations to non-member friends, family and co-workers. Because the is coming from a BetterInvesting member that the recipient knows (and not from some anonymous source), he or she is much more likely to open it and act on the information it contains including forwarding it to others. Two viral templates are provided. Viral #1 is designed to be sent to BetterInvesting members in your local area. This announces a Chapter educational event and encourages the member to attend. It also advises them to look for a second that will arrive in 2-3 days in their inbox. Viral #2 is to be sent to the same BetterInvesting member database as viral #1. This second is the that BetterInvesting members in your local area will forward to friends, family and co-workers. This personal approach can be very effective as part of a multi-tactic event marketing campaign. TEMPLATE: VIRAL S 41

55 TEMPLATE: VIRAL #1 Viral #1 Viral_ _1.doc Proof Send This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the first viral template, begin by opening the file titled Viral_ _1.doc and a new message. Next, follow these steps: Highlight and copy subject text. Place step 1 information here. NOTE: delete the word Subject. Highlight and copy main body text. Place step 3 information here. Edit event title (WHAT), place (WHERE), time (WHEN), COST and registration information (TO REGISTER). Insert addresses. Make sure to include friends, family and co-workers from your address book. Proof . Send . TEMPLATE: VIRAL #1 Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or (Control > Z] to back up a step and try again: This template was designed to create finished electronic files only (no printing required). 42

56 TEMPLATE: VIRAL #2 Viral #2 Proof Send Viral_ _2.doc This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the second viral template, begin by opening the file titled Viral_ _2.doc and a new message. Next, follow these steps: Highlight and copy subject text. Place step 1 information here. NOTE: delete the word Subject. Highlight and copy main body text. Place step 3 information here. Edit event title (WHAT), place (WHERE), time (WHEN), COST, SPECIAL PROMOTION information and registration information (TO REGISTER). Insert addresses. Make sure to include friends, family and co-workers from your address book. Proof . Send 2-3 days after the first viral is distributed. TEMPLATE: VIRAL #2 Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or (Control > Z] to back up a step and try again: This template was designed to create finished electronic files only (no printing required). 43

57 TEMPLATE: WEBSITE BANNER AD Sample Banner Ad Short, succinct and eye-catching (much like roadside billboards), website banner ads are an easy way to highlight upcoming events on your Chapter website home page, or on other websites which you ve arranged banner ad placement. An HTML template will be available on the new BetterInvesting.org website Content Management System in the resource section. Your chapter Web Author will be able to access and edit the web banner ad template and place it in the right hand column of your Chapter s website home page. Your Chapter Web Author will need to: Edit the event name. Edit the date, time, location and cost. Edit the bullet points. Link the Click Here button to the appropriate event information (flyers, brochures, ads, registration forms, etc.) available on your Chapter website. TEMPLATE: WEBSITE BANNER AD This template is designed to create finished electronic files only (no printing required). 44

58 TEMPLATE: ADVERTISEMENT Event advertising allows you to tap the power of local newspapers and other community publications. Experiment with placement; perhaps an ad positioned in the newspaper s business section will draw more responses than one placed in the general news area. Your Kit includes four advertisement templates to help you create ads for newspapers, community publications and the like: Ad A: Meeting your Financial Goals? Ideal for attracting prospective members to your event. Ad B: How to Invest for Retirement Suitable for both current and prospective members interested in investing for retirement. Ad C: Mark Your Calendar... Allows you to communicate multiple upcoming events to both existing and prospective members. Ad D: Generic A general-purpose format that gives you more flexibility to build a custom message, based on your particular goals and event specifics. Each template is designed to create finished electronic files only, and is available in standard one- and two-column widths. Generally, the publication will be able to adjust your submitted ad to fit their specific size requirements. Keep your customized copy brief and limited to just the most important points. Simply input your specific information into the appropriate template, name and Save As the new file, and you now have camera-ready art that you can submit on disc or as an attachment to appropriate publications. Many publications prefer to receive files in a PDF format. Check the step-by-step template instructions for help in creating a PDF file. TEMPLATE: ADVERTISEMENT 45

59 TEMPLATE: ADVERTISEMENT A MEETING YOUR FINANCIAL GOALS? Ad_A_Meeting_1col.doc (Shown here) Ad_A_Meeting_2col.doc Print and Proof Save and Print Send Advertisement A: Meeting your Financial Goals? is created for two ad formats. You can select from one- or two-column width sizes, depending on cost and publication requirements. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the advertisement template, begin by opening the template file for the ad that meets your needs. (Ad_A_Meeting_1col.doc or Ad_A_Meeting_2col.doc). Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit main body text, indicating event title (WHAT), place (WHERE) and time (WHEN). 2 Edit contact information. 3 Print and proofread. 4 Save and print final document. 5 Send final file to media. If you have the ability to create an Adobe Acrobat PDF file, do so at this time, since many publications now prefer this format. If sending a PDF, ask the publication to crop or resize the ad to fit the allotted space Microsoft Word generates full-page, 8.5 x 11 PDFs. If you do not create a PDF, send your advertisement to the publication as a Microsoft Word document. TEMPLATE: ADVERTISEMENT A Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed to create finished electronic files only (no printing required). 46

60 TEMPLATE: ADVERTISEMENT B HOW TO INVEST FOR RETIREMENT. Ad_B_Retirement_1col.doc (Shown here) Ad_B_Retirement_2col.doc Print and Proof Save and Print Send File Advertisement B: How to Invest for Retirement is created for two ad formats. You can select from one- or two-column width sizes, depending on cost and publication requirements. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the advertisement template, begin by opening the template file for the ad that meets your needs. (Ad_B_Retirement_1col.doc or Ad_B_Retirement_2col.doc). Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: Edit main body text, indicating event title (WHAT), place (WHERE), and time (WHEN). Edit contact information. Print and proofread. Save and print final document. Send final file to media. If you have the ability to create an Adobe Acrobat PDF file, do so at this time, since many publications now prefer this format. If sending a PDF, ask the publication to crop or resize the ad to fit the allotted space Microsoft Word generates full-page, 8.5 x 11 PDFs. If you do not create a PDF, send your advertisement to the publication as a Microsoft Word document. TEMPLATE: ADVERTISEMENT B Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed to create finished electronic files only (no printing required). 47

61 TEMPLATE: ADVERTISEMENT C MARK YOUR CALENDAR... Ad_C_Calendar_1col.doc (Shown Here) Ad_C_Calendar_2col.doc Print and Proof Save and Print Send File Advertisement C: Mark Your Calendar... is created for two ad formats. You can select from one- or two-column width sizes, depending on cost and publication requirements. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the advertisement template, begin by opening the template file for the ad that meets your needs. (Ad_C_Calendar_1col.doc or Ad_C_Calendar_2col.doc). Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit main body text, indicating event title (WHAT) place (WHERE) and time (WHEN). 2 Edit contact information. 3 Print and proofread. 4 Save and print final document. 5 Send final file to media. If you have the ability to create an Adobe Acrobat PDF file, do so at this time, since many publications now prefer this format. If sending a PDF, ask the publication to crop or resize the ad to fit the allotted space Microsoft Word generates full-page, 8.5 x 11 PDFs. If you do not create a PDF, send your advertisement to the publication as a Microsoft Word document. TEMPLATE: ADVERTISEMENT C Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed to create finished electronic files only (no printing required). 48

62 TEMPLATE: ADVERTISEMENT D GENERIC Ad_D_Generic_1col.doc (Shown here) Ad_D_Generic_2col.doc Print and Proof Save and Print Send File Advertisement D: Generic is created for two ad formats. You can select from one- or two-column width sizes, depending on cost and publication requirements. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the advertisement template, begin by opening the template file for the ad that meets your needs. (Ad_D_Generic_1col.doc or Ad_D_Generic_2col.doc). Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit Headline 2 Edit main body text, indicating event title (WHAT), place (WHERE) and time (WHEN). 3 Edit contact information. 4 Print and proofread. 5 Save and print final document. 6 Send final file to media. If you have the ability to create an Adobe Acrobat PDF file, do so at this time, since many publications now prefer this format. If sending a PDF, ask the publication to crop or resize the ad to fit the allotted space Microsoft Word generates full-page, 8.5 x 11 PDFs. If you do not create a PDF, send your advertisement to the publication as a Microsoft Word document. TEMPLATE: ADVERTISEMENT D Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed to create finished electronic files only (no printing required). 49

63 Ready In addition to electronic templates, your Event Marketing Kit contains a variety of ready-to-use materials. To order and/or check-out any of these materials, please call Chapter Services or use the order form supplied on the following page. Section 4 1

64 Chapter Materials Chapter Materials Chapter Name Chapter # Date / / Ship to c/o Address Suite/Apt. # City State Zip Daytime Phone Please allow working days for delivery. For rush delivery or questions Call Chapter MATERIALS Item No. Description Qty Price C-MAG BetterInvesting Magazines FREE BR45 Member Recruitment Kit (folder with 2 brochures) FREE C-CLUBFLYER Start An Investment Club (2 sided flyer) FREE C-PLASTICBAG White Plastic Bag (15 x18 with handle) BI logo printed on both sides 250 max. per year FREE C-TABLEBANNER Silk Table Banner (2 x4 with dowel rod and cord for hanging) $25.50 C-PEN Ballpoint pen with BI logo (50 in box/min.order) $15.00 ACCESSORIES C-VOLPINS Chapter Volunteer Pin FREE C-5YRPIN 5 Year Pin FREE C-10YRPIN 10 Year Pin FREE C-15YRPIN 15 Year Pin FREE C-20YRPIN 20 Year Pin FREE C-25YRPIN 25 Year Pin FREE HANDBOOKS. ST1020 Introduction to Successful Investing $12.00 ST1000 Stock Selection $12.00 ST1500 Mutual Fund $12.00 ST2200 Using Portfolio Management Wisdom $12.00 ST1400 Investing for Life Youth $12.00 ST1300 Computerized Investing and The Internet $12.00 ST2100 Investment Club Operations $12.00 PAYMENT MUST BE SUBMITTED WITH ORDER Visa MasterCard Discover American Express Check Credit Card #: Exp. Date: / / Security Code: (3-digit # found on back of your credit card) Name of Credit Card Holder: Cardholder s signature Make checks payable to: BetterInvesting Mail to: BetterInvesting Attn: Chapter Services 711 W. 13 Mile Road Madison Heights, MI Fax: Attn: Chapter Services

65 Guidelines Messaging Guidelines The following material provides the background information you need to communicate about BetterInvesting and the benefits you and your fellow Chapter volunteers provide to BetterInvesting members. DESCRIPTION OF BETTERINVESTING BetterInvesting is a nonprofit, volunteer-based, member-driven organization. We empower our members to make better investment decisions by providing unbiased, objective education, tools and support, and a proven investment methodology. We help investors learn how to invest better in both stocks and mutual funds. BetterInvesting is a nonprofit educational association for individual investors and investment clubs. We support our members through educational classes and fairs, held nationally, locally and regionally, as well as stock-analysis and portfolio management tools, software, publications and an online community. Additional Background: We have empowered more than 5 million investors with the ability and confidence to apply judgment and make their own investment decisions. Our tried-and-true investing principles have neutralized the risks of equity investing and provided financial success for investors for more than 50 years. BetterInvesting is regarded throughout the investing community as a leader in investment education. In fact, both the New York Stock Exchange and the NASD are funding special BetterInvesting educational grant programs to support our mission of building a nation of investors through education. Section 5 1

66 Messaging Guidelines INVESTING PRINCIPLES BetterInvesting encourages its members to follow four fundamental principles for investing: 1) Invest a set amount regularly regardless of market conditions. 2) Reinvest earnings, dividends and profits for compound growth. 3) Buy growth stocks and equity mutual funds. 4) Diversify your portfolio. BetterInvesting advocates long-term investing, but that doesn t mean you can t make changes to your portfolio. We provide our members with many valuable, objective resources and tools to assist them with evaluating new stocks or re-evaluating current holdings. BETTERINVESTING S FOCUS The real joy of investing is in doing it right doing it better. Simply put, at BetterInvesting, we empower our members to make better investment decisions by providing education, tools and support, and a proven investment methodology in an unbiased environment. We help members learn how to make better, more informed investment decisions. HOW MEMBERS BENEFIT FROM BETTERINVESTING MEMBERSHIP Today s investors must do their homework to identify worthwhile investment opportunities. That s where we come in. BetterInvesting offers a proven investment methodology, educational tools, services and local support to help investors of any experience level. Our stock study tools are easy to understand and use. We do not tell you which companies to invest in, but empower you to make the best decisions for your portfolio. Section 5 2

67 Messaging Guidelines Membership benefits include: Proven investing principles and methodology that empowers you to become a more successful, long-term investor Unique, effective tools and resources Support of a dynamic and committed member community Access to investment club learning Plus these benefits if you are an Individual Member: Online analysis tools BetterInvesting Magazine S&P Stock and Mutual Fund Data Services Local Chapter support and training Stock purchase plans MyStockFund and Low Cost Investment Plan (MyStockFund includes one free stock purchase monthly for the first year) Discounts on tools and resources Preferred rates on money markets, CDs and credit cards Online programs, resources and tools (courses, article archives, member discussions and insights, blogs and more!) Or these things if you are a Club Member: BetterInvesting Magazine Local Chapter support and training Stock purchase plans MyStockFund and Low Cost Investment Plan (MyStockFund includes one free stock purchase monthly for the first year) Discounts on tools and resources Preferred rates on money markets, CDs and credit cards Online programs, resources and tools (courses, article archives, member discussions and insights, blogs and more!) At our core, we are a community a community of investors interested in making better financial decisions for ourselves and our families. As a member, you will have access to the collective knowledge of all the members of our community. Section 5 3

68 Messaging Guidelines THE BETTERINVESTING WEBSITE Our website is a one-stop-resource for many of your important investment needs: The site empowers you to do all of your research and stock purchasing from your home or office. The members-only section gives you access to archived articles from BetterInvesting Magazine (the monthly publication included in your membership) online courses, discussion groups, educational blogs, and member stories and insights. BETTERINVESTING MEMBERSHIP Our community has more than 165,000 members. Fifteen hundred dedicated member-volunteers deliver educational programs throughout the country and offer support when needed. Our members have more than $96 billion invested in the market and invest nearly $75 million every month. Special Topic: THE DIFFERENCE BETWEEN BETTERINVESTING AND NAIC BetterInvesting is not only our brand it s our brand promise. It speaks to what we do. BetterInvesting is the brand identity of the National Association of Investors Corporation, NAIC. The change in identity from NAIC to BetterInvesting was the next logical step in the evolution of the brand. It began with our magazine in 1965 and has been extended to the BetterInvesting website, national convention, and other services and products. We recognize that a consistent identity is important to reinforce our mission and name recognition. Section 5 4

69 Production Discounts SAVE ON PRINTING, PAPER STOCK AND MORE BetterInvesting has partnered with OfficeMax stores nationwide to bring you discounts on printing, paper stock and other products you will need to run your chapter and produce your event promotion materials. With your OfficeMax retail card in hand, visit your nearby OfficeMax retailer for discounts on: 1) Printing Pre-printed Paper Stock: Let OfficeMax print and finish your job. Just take your completed template and matching pre-printed paper stock to your local OfficeMax retail store. See pricing sheet in this section. 2) Printing Blank (unprinted) Paper Stock: OfficeMax can reproduce your newsletter, and other items that print on plain (unprinted) paper stock. Just supply your local OfficeMax store with your completed template on CD, or send by . See pricing sheet in this section. 3) Printing Avery Stock: Having purchased your Avery Stock at OfficeMax, you can also arrange for printing of name badges (three types: Adhesive, Hanging, Pin) or business cards. 4) Paper Stock: Visit OfficeMax to save on paper stock for your newsletter, calendar of events flyer, letterhead and more. Paper samples and specifications are provided in. See catalog included in this section for paper stock pricing. 5) Office Products: Many of your needed office items are available at special pricing available only to BetterInvesting Chapter volunteers. See catalog included in this section for details. To locate the OfficeMax store nearest you, see the listing of OfficeMax locations by zip code in this section. Or, you can visit and click on store locator. Section 6 1