Talk About the Impact of a Planned Gift

The Impact of A Planned Gift Inspires People to Imagine What’s Possible

PSAs: Practical Solution Announcements for Busy Fundraisers

JEFF: You know, traditionally in planned giving the emphasis has been on vehicles and the benefits of those vehicles.

It’s likely you’ve had a lot of training, formal training. Maybe that was as an estate’s attorney, or a financial planner, or maybe you’re just a really good fundraiser who has received a lot of training and accreditation and attended a lot of planned giving seminars. There is a lot of information transferred to us at these events.

Unfortunately, the information we learn becomes the focal point of everything we want to communicate to our donors.

Quite frankly, they aren’t looking for an education.

The fact is, we need to emphasis, not the tax benefits of a particular gift, or the mechanism or technique of completing a type of gift, but we really need to send a marketing communication message that’s inspiring.

We want donors to know what’s possible when they consider a planned gift, not how they’re going to reduce their taxable estate or save on their immediate tax returns because they made this type of gift.

More Resources:

Be notified of our next PSA

• Email Template One: Download, personalize, and send to donors. 
• Email Template Two: Download, personalize, and send to donors. 
• PSAs
  • Drunk Dialing Donors 
  • Donors Don’t Care About CARES 
  • Unicorns of the Planned Giving World 
  • Messages that fill the donor pipeline 
  • Slow Down So You Don’t Lose Donors
  • Your Wealth Screening Is Lying to You
  • A Fast Way to Get a New Planned Giving Website
• Article: What Makes Marketing a Planned Gift Effective? 
• Mission Minded Marketing: An Immediate and Effective Communication Plan for Fundraisers