Tech Tuesday – IRS Discount Rate

IRS Discount Rate   With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of this we’re all becoming reacquainted with the IRS...
Wisdom Wednesday – Planning for 2023

Wisdom Wednesday – Planning for 2023

Planning for 2023  New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...
Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

Consolidated Appropriations Act of 2023 and Secure 2.0   By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age...
Marketing as a Cultivation Tool

Marketing as a Cultivation Tool

Marketing as a Cultivation Tool Have you ever heard of a theory of communication called the “cultivation” theory?The cultivation theory has been around since the 1960s, and it holds that “long-term exposure to media shapes how the consumers of media...
Grow Your Legacy Society with the Feeling of Unity

Grow Your Legacy Society with the Feeling of Unity

Grow Your Legacy Society with the Feeling of Unity In the book Pre-Suasion: A Revolutionary Way to Influence and Persuade, author Robert Cialdini speaks of Unity: the idea that the more we perceive a person is “like us,” the more likely we are to be influenced by...
Leverage Your Planned Giving Legacy Society

Leverage Your Planned Giving Legacy Society

Leverage Your Planned Giving Legacy Society You’ve heard the quote: People don’t remember what you’ve said, they remember how you made them feel. You’ve seen it in fundraising. When your donors feel valued and appreciated, their loyalty and...

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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
Lafayette Hill, PA
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

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