6 Reasons to Hire a Planned Giving Marketing Company (Instead of Trying to DIY)

Have you ever thought you could save your organization a lot of money if you didn’t hire a Planned Giving Marketing company, and did all the work yourself?

But what would you say if I told you there’s a big hidden cost of trying to do all your planned giving marketing by yourself. It’s the “high cost of low cost” as one of our colleagues says.

While purchasing the paper writing a letter, and stuffing envelopes yourself seems like it’s the better way to go, you lose two things: effectiveness and efficiency.

The case for using a professional planned giving marketing firm isn’t just the out of pocket cost. There are hidden costs that impact your ROI, which leads us to 6 reasons it’s important to hire a planned giving marketing firm instead of doing it all yourself.


Planned giving marketing companies bring years of experience. We understand where to find planned giving donors. 

Because we’ve focused specifically on planned giving marketing and on planned giving donors, we can help fundraisers target ideal prospects who are often overlooked. This helps you and your organization receive marketing benefits faster because the marketing campaign is personalized and targeted. They have had many opportunities to refine and improve the messaging, design, and delivery. Do you want to hire the people who’ve done it effectively hundreds of times or trust your own first-time judgement?

Planned giving marketers have years of experience writing for organizations from outside–instead of from the inside. 

This distance allows the marketer to do what is best, rather than what they think their boss wants. Being able to detach that investment makes for more effective planned giving marketing.

A planned giving marketing company takes care of the marketing  for you, so you can accomplish more.

A DIY planned giving marketing campaigns makes you become a marketing agency project manager instead of a fundraiser! How much time will it take to manage the entire creative and production process? Do you have the time and talent to write effective copy? What about assessing effective design and photography? Do you have time to research and compare bids for printing and mailing? What about checking colors and proofs? Is your branding and quality representative of your organization? Ready to deal with postage permits and USPS red tape? Ready to haul the boxes of mailers to the post office? It’s a lot of work. We know – we do it all the time and love it!

A planned giving marketing company gives you more time with donors. 

The week(s) you take off to write, design, print and mail your planned marketing campaign costs you way more the agency’s cost to professionally manage the project for you. You lose traction and momentum in your own fundraising–and probably even lost gifts because you were overwhelmed by all you had to juggle.

A planned giving marketing company sets up direct marketing campaigns that work while you sleep. 

The combination of digital and print marketing is so powerful for a planned giving campaign. If you’re on the fence, don’t wait to get help. Now is better than never. A week of blind cold calls is a week your planned giving marketing campaign could have been in mailboxes, inspiring your donors to respond, bringing in a steady trickle of qualified leads and gifts.

While it requires funds upfront, a direct marketing campaign for planned giving will help raise more in the long run. 

Which is preferred:  A campaign that only cost $600 + days of DIY labor that raises $3,000, or one that cost $4,000 that raises $10,000, while it allows you to continue your fundraising duties? Don’t let the fear of investing in your planned giving marketing result in more work for lesser results. Pay now, or pay later–and the results are better if you invest upfront!

Planned Giving Marketing Messages that Have Been Tested, Tried, and Proven to Work.

Get an all-inclusive, single-price planned giving marketing solution that sends your donors tested-and-proven messages at scheduled times throughout the year. You'll be able to see who has engaged, so you have more confidence knowing who to call.

Planned Giving Marketing’s PSA: Dig Into the Data

Planned Giving Marketing’s PSA: Dig Into the Data

Transcript:  JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated every time you send something out and every time someone responds.  Measuring that engagement is key to understanding who among your marketing prospects...

read more
Talk About the Impact of a Planned Gift

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 been on vehicles and the benefits of those vehicles. It's likely you've...

read more
Increase Interest in Making a Planned Gift

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 you understand what's important to them. What's important? The IMPACT...

read more
PSA: Add This to Your Marketing Immediately

PSA: Add This to Your Marketing Immediately

This Super Simple Practical Solution Makes and 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 are like, "Oh, I don't want to be photographed," but that's so key...

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
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