Increase Interest in Making a Planned Gift
Increase Interest in Making a Planned Gift (Without Making an Ask)
What’s important?
- The IMPACT of your organization
- Their desire to make an IMPACT on the world through your mission.
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean 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.
More Resources:
- Email Template One: Download, personalize, and send to donors.
- Email Template Two: Download, personalize, and send to donors.
- PSAs
- Article: What Makes Marketing a Planned Gift Effective?
- Mission Minded Marketing: An Immediate and Effective Communication Plan for Fundraisers
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean 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.

Increase Interest in a Planned Gift
One of the easiest ways to increase interest in a planned gift is by tearing down fundraising "silos" and viewing a donor's giving behavior in a more comprehensive way. There's a misconception that a deferred gift doesn't benefit an organization today. Instead, the...

Here’s How You Know if Your Marketing Is Working
As a Planned Giving Fundraiser, you spend a lot of time and money using marketing to nurture prospects. How do you know it's working? Practical Solution Announcement JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated...

Successful Donor Calls with Frontline Fundraisers
What is the most important thing to communicate during a donor call? Transcript: GREG: What we have found is that a specific deferred gift may not have come out of donor calls, but we get so much qualifying information! We've found as a frontline fundraising staff,...

PSA: Story Telling and Planned Giving Marketing
How to use stories to increase the rate of respond in your planned giving marketing. Transcript: JEFF: Just as a practical example. One of my favorite success stories is from a public college in PA. They were working to transition annual fund donors into planned...
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