Planned Giving Marketing that inspires donors to engage

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

Schedule A Demo
Download Free Email Templates

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.

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“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

Wesleyan University logo with black text and two red corner brackets on a white background.
Villa Maria Academy High School logo with the motto “Empowering Young Women Since 1872.”.
UT Health San Antonio logo with orange shield and white star to the left of the text.
UT San Antonio logo with orange and blue text, and an abstract orange emblem on the left.
Black text reads "The New School" in bold letters, with three horizontal lines underneath "School.
St. Paul's Schools logo with a blue, green, and gold shield on the left.
St. John’s University logo with red crest and shield featuring a cross, heart, and text.
St. Luke’s University Health Network logo with a starburst above the letter "i".
St. Peter’s Health Partners Center for Philanthropy logo, a member of Trinity Health, with red emblem on left.
Junipero Serra High School logo with large "S" and a monk figure holding a book and cross.
Sandusky Central Catholic School logo with stylized cross and school name in black and gold text.
ReSurge International logo with three abstract human figures in orange, blue, and brown next to the organization’s name.
Regina Dominican logo with the text "Inspiring Global Leadership" and a seal on the left.
Rosary Academy logo with a red emblem and the text "ROSARY ACADEMY" in bold red letters.
OMPH school logo with two figures and a cross, plus text: "Our Mother of Perpetual Help School.
Green Nerinx Hall logo with stylized "NH" and a cross inside a circle above the text "Nerinx Hall.
New England College logo with red and blue emblem and text.
Muhlenberg College logo with a red script "M" and the words "Muhlenberg College" in red text.
A red letter "M" next to the words "Mount Saint Charles Academy" in blue text on a white background.
Moravian University logo with blue text on a white background.
MemorialCare Memorial Medical Center Foundation logo with green and orange leaf graphic above the name.
Middlesex Health logo with stylized "MH+" in green and blue above the text "Middlesex Health.
McNicholas High School logo with a bold "M" and green lines forming a cross design.
Red Marine Corps emblem and stars above "Marine Corps Heritage Foundation" in red text on a white background.
Malden Catholic logo with blue and gold "MC" initials above the words "Malden Catholic.
Rhode Island College Foundation logo with gold text on a white background.
Lehigh University logo with a gold crest and stylized sun above an open book and heart.
Lancaster Bible College logo with the tagline "Experience Different" in red and black text on a white background.
Temple University Beasley School of Law logo with a large red "T" to the left of the text.
La Rabida Children’s Hospital logo with three playful children, one in a wheelchair, under a sun.
Kellenberg Memorial High School logo with blue and gold text and school crest on the left.
Red text logo that reads "ILLINOIS TECH" on a white background.
The words "Holy Cross" in large, purple serif font on a white background.
Hillel International logo with "Hillel" in black and "International" in blue text below.
The Haverford School logo with school name in maroon capital letters on a white background.
VCU logo with the Virginia Commonwealth University seal and large gold "VCU" text on a white background.
Gwynedd Mercy Academy High School logo with a yellow and red cross symbol.
Logo for Pomona Valley Hospital Medical Center Foundation with maroon and gold colors.
Maroon circular Fordham Preparatory School seal with crest, eagle, and "Founded 1841" text.
Fresno Chaffee Zoo logo with stylized animal eye inside the letter "O" in "ZOO.
Don Bosco Prep school crest with anchor, trees, cross, and the motto "Religion, Reason, Kindness.
Catholic Foundation of West Michigan logo with a red and blue cross and heart-shaped design.
Carrollton School of the Sacred Heart logo with a stylized heart graphic on the left.
Purple text reads "BLSA Boston Latin School Association" on a white background.
Beth Israel Lahey Health logo with blue geometric bird graphic and company name in dark blue text.
Bucks County Opportunity Council logo with a figure reaching a star and the tagline "Connecting people with resources to thrive.
Agnes Scott College logo in purple, with the words stacked in uppercase letters.
A close-up of a logo.
Bottomless Closet logo with white text on a red background.
MCV Foundation and VCU Health logos with text and a circular emblem between the words.

Choose a marketing partner, not a marketing package

NO-HASSLE GUARANTEE

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.

PLANNED, TARGETED MESSAGES

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.

TRUE DONOR STORIES

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.

Schedule a Call

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.

Schedule a Call

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. 

Click to continue reading ...

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.

Schedule a Call

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. 

Click to continue reading ...

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.

Schedule a Call

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

Schedule A Call

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

person holding phone

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!