Planned Giving Marketing that inspires donors to engage

Marketing that connects donors to your mission so you have more conversations about planned gifts.

Identify Prospects

Improve Engagement

Increase Gifts

Planned Giving Marketing Should Make Your Job Easier

It can be hard to find a marketing company that really understands you. The canned packages a lot of them offer don’t really capture the voice of your organization and it always seems like a big hassle when you ask for changes.

You deserve better. Give us a call today to see how easy and stress-free planned giving marketing can be.

“PGM delivered a phenomenal number of new, quality planned-giving prospects and revealed a whole group of donors who already had [us] in their estate plans but hadn’t shared that news before.”

J.D. Davis

Yellowstone Park Foundation, Senior Director of Development

“What I like about PGM is they do beautiful work I’m proud to share with my donors. They’re also true partners. They bring me fresh ideas and listen to my ideas, too. And they get the job done when they say they will.”

Sam Samuels

Smith College

“It is a whole new world! Everyone who sees our PG MicroSite thinks it is awesome!”

Marianne Calnen

Assistant Director of Gift Planning, Wesleyan University

“Jeff and the team have been a pleasure to work with over the last year. We are now looking to expand our work with the PG Marketing team. I highly recommend them.”

Alexander Lippold

Senior Director, Individual Giving, Joslin Diabetes Center

“The Ministry of Caring has relied on Planned Giving Marketing to develop and deliver our planned giving marketing campaign since 2013. Recently, we received a large planned gift, and the marketing was a key driver of that success. I highly recommend working with Planned Giving Marketing!”

Cindy Gamble

Planned Giving and Donor Base Manager, The Ministry of Caring

“PGM has been instrumental in assisting with our planned giving messaging and reaching a donor base previously untapped by our resources. Their creativity, attention to detail, and collaboration have helped us reach a new level with our planned giving marketing”

Bradley W. Bodmer, Esq.

Assistant Vice President of Development, Siena College

Having worked with PGM for over six years, I have found them to be competent, responsive, and personal. They grasp and implement our school’s brand and consistently produce materials that reflect our value system and manner of communication. I recommend them across the board!

Mary-Helen McCulloch

Director of Planned Giving, The Haverford School

Choose a marketing partner, not a marketing package


We want to relieve your stress, not add to it. Tell us your goals. We’ll do the work, so you have beautiful and effective planned giving marketing, without having to do any of the work.


We’ll help you market like a pro with targeted planned giving marketing messages that connect with your prospects at all of life’s most important moments.


Your current legacy donors are your best spokespeople for the benefits of planned gifts, and we’ll use these real-life stories to inspire others to give.

Can We See a Show of Hands?

Share the benefits of planned gifts and connect more people to your mission.

Schedule a Marketing Consultation

Tell us your goals, and we’ll lay out a strategic planned giving marketing plan that shows you how to get there.

Connect with Donors

We’ll identify prospects, and then write, design, and deliver marketing material that inspire them to engage.

Get More Gifts

High-five your team when you hear from  prospects who respond to real-life donor stories and authentic messages.

To be a successful fundraiser, you need to connect with planned giving donors in a way that inspires them to raise their hands.

At PGM, we make that easy on you.

We have over 30 years of experience helping nonprofits like yours cultivate deeper relationships with people who already love your organization. It’s our privilege to take what we know about planned giving marketing and then write, design, and deliver messages that engage your loyal donors, volunteers, and enthusiastic supporters in a way that makes you more successful. 

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Marketing shouldn’t be frustrating, especially when you outsource to an expert.

At Planned Giving Marketing, we understand you want a marketing partner. Someone who helps you communicate with your donors authentically so they’re inspired to call you and start a conversation.

We use strategic targeting, beautiful design, and a clear, personalized message to build relationships with prospects already connected to organization. And people respond, because it feels honest, genuine, and sincere.

Stop wasting time and money on mediocre marketing that doesn’t bring in many (if any) significant leads. Instead, call PGM and make marketing simple.

  1. Talk with us about your planned giving goals.
  2. Receive everything you need to implement a strategic plan
  3. Be proud of the response you get from original, personalized marketing that’s written and designed specifically to your donor.

Stop feeling ignored and start getting the attention (and the engagement!) you deserve with personalized marketing that captures the attention of your prospects and gets them to raise their hand.

Planned Giving Marketing Isn’t Mysterious

  • Inspire planned giving donors with real-life stories

  • Feel confident with well-branding materials

  • Get the support you need with a marketing partner who understands planned giving prospects

  • Be proud of the marketing content you send

  • Increase engagement with marketing that helps prospects identify themselves

  • Celebrate success when more prospects raise their hands

  • Deepen the impact of your mission

The Easiest Way to Make (and Keep) a Connection With Your Donors

Consistent communication is essential if you want to increase donor engagement.

FREE Email Template for Planned Giving Fundraisers Who Want to Connect to Their Donors Without Making an Ask

Fill out the form and let us know where to send the email template so you can download, personalize, and send!

Contact Us

The best way to engage more planned giving donors is with effective marketing. We would love to help. Please give us a call, send an email, or fill out the form to get started.

Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812

© 2020 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. Privacy Policy