Chasing Unicorns? – PSA 3

It’s easy to get sucked into the allure of a sexy, complex gift – the elusive ‘unicorns’ of the planned giving world.

But it’s the small gifts that come in regularly and frequently that provide the stable base for an organization. Greg Wilson, Sr. Major Gifts and Planned Giving Officer at Good Shepherd Rehabilitation in Allentown, PA, gives us a practical solution for how to use marketing to focus on this broader segment of your donor donor base, rather than the unicorns. Developing stronger relationships with the “every day donors” will become increasingly more important as fundraisers look for news ways to fill the pipeline.

Listen for tips on how to use planned giving marketing during the Covid 19 crisis to nurture donors and keep them connected to your organization.

 

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Have planned giving marketing questions, then book a call with Jeff: https://calendly.com/pgmarketing/15intro

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Previous PSAs:

  1. Drunk Dialing Your Donors: https://www.youtube.com/watch?v=foAj-STWStg
  2. Donors Don’t Care About the CARES Act: https://www.youtube.com/watch?v=tq4_s-jXuqo

70 ½ vs. 73?

70 ½ vs. 73?

70 ½ vs. 73? We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around each age? When it comes to marketing this great gifting strategy, the problem is both...

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Wisdom Wednesday – Are you 85?

Wisdom Wednesday – Are you 85?

Are you 85? I didn't think so ...We've talked about the mindset of our most senior donors in the past. And we'll most likely talk about it forever. Why? None of us know what it's like to be 85 - unless we're 85.We've all been 16 before. Most of us have even recovered...

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Generational Marketing – Traditionalists

Generational Marketing – Traditionalists

Generational Marketing - TraditionalistsTraditionalists include those aged 77+ and will be a key group when it comes to your planned giving outreach.Learning how to communicate with this portion of the population is important for your success. Discovering the nuances...

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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...

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Contact Us

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

© 2021 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. Privacy Policy