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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Previous PSAs:

  1. Drunk Dialing Your Donors:
  2. Donors Don’t Care About the CARES Act:

The Most Important Parts of a Planned Giving Website

The most important parts of your planned giving website is to make sure that the website is reflective of the strategy of your marketing program. It goes back to what we talked about before: is the planned giving website inviting? Is the website inspiring people to...

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A Fast Way to to Get a New Planned Giving Website-PSA 7

A Fast Way to to Get a New Planned Giving Website-PSA 7

A Fast Way to Get a New Planned Giving Website (So Donors Actually Use It) Practical Solution Announcement 7   It's budget season, and you may have hoped to include a new planned giving website to your budget. But often this is also the time of year fundraisers...

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Your Wealth Screening Is Lying to You-PSA 6

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 tools are used to define rather than refine your list. The more...

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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
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812

© 2020 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