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.
Wisdom Wednesday – Planning for 2023
Planning for 2023 New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...
Tech Tuesday – Secure 2.0
Consolidated Appropriations Act of 2023 and Secure 2.0 By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...
Marketing as a Cultivation Tool
Have you ever heard of a theory of communication called the "cultivation" theory?The cultivation theory has been around since the 1960s, and it holds that "long-term exposure to media shapes how the consumers of media perceive the world and conduct themselves." In...
Grow Your Legacy Society with the Feeling of Unity
In the book Pre-Suasion: A Revolutionary Way to Influence and Persuade, author Robert Cialdini speaks of Unity: the idea that the more we perceive a person is “like us,” the more likely we are to be influenced by them. You can use this universal principle to grow your...
Contact Us
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.
Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812