As a Planned Giving Fundraiser, you spend a lot of time and money using marketing to nurture prospects. How do you know it's working? Practical Solution Announcement JEFF: The beauty of digital...
THE PGM BLOG
Practical Solutions Announcements
Welcome to our PSAs (Practical Solutions Announcements): short and sweet videos for the busy fundraiser looking for bite-sized pieces of practical advice. Every video gives you a simple solution you can implement immediately: guaranteed.
Fill out the form and we’ll send you an email every time we create a new one.
Successful Donor Calls with Frontline Fundraisers
What is the most important thing to communicate during a donor call? Transcript GREG: What we have found is that a specific deferred gift may not have come out of donor calls, but we get so much...
PSA: Story Telling and Planned Giving Marketing
How to use stories to increase the rate of respond in your planned giving marketing. Transcript JEFF: Just as a practical example. One of my favorite success stories is from a public college in PA....
Planned Giving Marketing’s PSA: Dig Into the Data
How Digital Engagement Reveals Your Most Loyal Donors Transcript JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated every time you send something...
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...
Increase Interest in Making a Planned Gift
Increase Interest in Making a Planned Gift (Without Making an Ask) Really, marketing is just another word for communicating. Marketing allows you to connect to your donor regularly and let them know...
PSA: Add This to Your Marketing Immediately
This Super Simple Practical Solution Makes an INSTANT Connection Between You and Your Donors Transcript: GREG: Make sure you have your photo on any type of piece that's going out. I know most of us...
Planned Giving Donors Hiding in Plain Sight
Are you missing some of your best planned giving prospects? Transcript: I recall a number of years ago, I met a client at a local community hospital. And upon arriving at the hospital, a retiree met...
Stories That Appeal to Planned Giving Prospects (PSA 10)
Stories That Make Donors Engage (... so you can have more conversations about planned gifts) Practical Solution Announcement 10 JEFF: Hi everybody, this is Jeff Stein from Planned Giving Marketing....
Coaching for Planned Giving Fundraisers
Coaching for Planned Giving Fundraisers and Development Directors Practical Solution Announcement 9 JEFF: Hi everybody this is Jeff Stein, President of Planned Giving Marketing, here for a another...
Gifts of Real Estate and Other “Shiny Objects” (PSA 8)
Gifts of Real Estate (and Other "Shiny Objects") Practical Solution Announcement 8 JEFF: Hi everybody, this is Jeff Stein, President of Planned Giving Marketing for another installment of our PSAs:...
Make Sure Donors Can Find You on the Planned Giving Website-PSA 7
How to Fix Your Planned Giving Website (So Donors Actually Find You) Practical Solution Announcement 7 Our time online has sky rocketed, and it's never been more important to have a current and...
Your Wealth Screening Is Lying to You-PSA 6
Your Wealth Screening Is Lying to You (and eliminating good prospects!) Practical Solution Announcement 6 Wealth screening software is helpful to identify strong prospects ... but many times the...
Slow Down So You Don’t Lose Your Donors-PSA 5
Why Your Gift-Focused Marketing Is Falling Flat (and How to Fix It) Practical Solution Announcement Planned giving people love to talk about the different ways to make a gift--and the tax or impact...
Donor Messages That Fill the Pipeline-PSA 4
How to Fill Your Pipeline with the Right Donor Messages Practical Solution Announcement 4 We're pretty excited about this week's Practical Solutions Announcement (PSA), because Greg is the one...
Chasing Unicorns? – PSA 3
Stop Chasing Unicorns: Nurture Your Most Loyal Donors Instead Practical Solution Announcement It's easy to get sucked into the allure of a sexy, complex gift - the elusive 'unicorns' of the planned...
Your Donors Don’t Care
What Your Donors *Really* Care About (It's Not What You Think) Practical Solution Announcement During this week's Practical Solutions Announcement, Jeff and Greg discuss a common mistake many...
Drunk Dialing Your Donors – PSA 1
A Counterintuitive Strategy for Authentic Donor Conversations Practical Solution Announcement Welcome to PGM's first PSA, Practical Solution Announcements for Busy Fundraisers! Listen as Greg tells...













