How to be a fly on the wall (and identify planned giving donors!)
Of course it would … but, unfortunately, we both know they don’t … but that doesn’t mean they aren’t interested!
Take a look at this screenshot:
This is a picture of the PGM Dashboard for one of our clients.
You can see from this marketing report (blurred to protect privacy) that several planned giving prospects opened the email campaigns 20+ times, but they didn’t reply, click the links, or submit a form.
We call these prospects “shy donors.”
They’re clearly interested, but they aren’t comfortable enough to make the first move.
As a fundraiser, this is your opportunity to break the ice and invite them into the conversation. You already know what to talk about–they opened your email 20+ times!
This data shows us plenty of donors are ready to talk–even if your phone isn’t ringing.
If you want to leverage data like this, let’s schedule a time to talk so you can see what it would be like to view which donors might be interested in planned gifts!
Schedule a call: https://calendly.com/pgmarketing/30min-demo
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.
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...
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...
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...
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...
We’d love to help you reach your planned giving goals by effectively marketing your planned giving program.
Please give us a call, send an email, or fill out the form below to get started.