Drunk Dialing Your Donors – PSA 1

Welcome to PGM’s first PSA, Practical Solution Announcements for Busy Fundraisers!

This week, we tackle the topic of connecting to planned giving donors during the Covid crisis–and what do you do about your planned giving marketing. How do you talk about a planned gift–or any gift–in a time like this?

In this video, Jeff invites his friend Greg Wilson to share his thoughts with fellow fundraisers. Greg has 20 years of experience in direct fundraising, and currently works as the Sr. Major Gifts and Planned Giving Officer at Good Shepherd Rehabilitation in Allentown, PA.

Listen as Greg tells us about his unique strategy of “Drunk Dialing” donors.

Get Notified About the Next PSA: https://pgmarketing.com/psa

Schedule a Call with Jeff (or suggest a topic!): https://calendly.com/pgmarketing/15intro

Invitational Marketing Works Better

Marketing is meant to inspire donors and invite them to make an impact. See how invitational messages help you discover untapped resources so you can reach a new level with your planned giving.

0 Comments

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...

read more
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...

read more
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...

read more

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...

read more

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