PLANNED GIVING MYTHS & REALITIES
By: Adrienne Wright
In my role as PGM’s client engagement & analytics specialist, I meet with our clients regularly to review their dashboard and track which of their prospects are actively engaging with our planned giving materials. In this blog series, I share common misconceptions I hear repeatedly from our clients—and the realities that allow successful PG officers to shine.

Myth 3: “No Responses Means It’s Not Working” — The Hidden Value of Silent Engagement
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Planned Giving Is a Long Decision ProcessLegacy gifts are deeply personal. They often involve family conversations, reflection on values, and coordination with attorneys or financial advisors. Silence frequently signals consideration and planning—not disinterest.
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Consistency Builds ConfidenceEvery donor profile and educational message reinforces credibility, helping donors feel comfortable naming you in their plans. When they see stories of their peers making planned gifts, they get the signal that “people like me make gifts like these.”
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Visibility Matters—Even When Donors Are QuietThe donors who seem quiet today may surprise you tomorrow with a call that starts, “I’ve been thinking about this for a while…”. In other cases, donors take action without ever notifying you—adding your organization to their plans and leaving you to learn about it later through their estate.
During a recent dashboard review with a client, I learned they had received a significant estate gift from a donor who never disclosed their intent. Looking back at the engagement history told a clear story: the donor regularly opened planned giving emails, visited the planned giving website multiple times, and remained on the direct mail list for years.
The interest was there—it just wasn’t vocal.
Let’s turn quiet engagement into lasting connections.
Contact us to learn how to interpret engagement beyond responses.