Our Services

When you work with our uniquely creative boutique agency, Planned Giving Marketing, you have access to a full suite of resources and tools that can be personalized to make your planned giving marketing solutions for your non-profit most effective.

When you work with PGM, you have access to a full suite of resources and tools, plus a marketing partner who helps you personalize them to make your marketing more effective.

Personalized Direct Mail

This is the backbone of effective engagement with your prospects and donors. A scheduled postcard with a personalized message is the first point of contact, followed by a perfectly timed, equally personalized email. And we offer personalized URLs (PURL) for landing pages that capture leads and make follow-up seamless.


Most websites make it nearly impossible for prospects to find the information they need. But PGMicrosites are simple, clean, and modern, making it easy for donors to find what they need when they’re ready to make a planned gift. PGMicrosites are affordable and powerful, delivering exactly what you need, and nothing you don’t.


Custom-written and beautifully designed, planned giving newsletters are eye-catching, heartwarming, informative, and engaging. Most important, they inspire a response.

Specialized Campaigns

Give your donors the tools! Make it easy for them to give, and easy for them to tell you when they do!

Bequest Intention Mailings

Equip your donors with the language they need to include your organization in their wills. These mailers come with a reply card, so it’s easier than ever for donors to share their bequest news with you.

Reunion Mailers

A popular and highly effective option for colleges, universities, and secondary schools, reunion mailers are customized by reunion year with personalized appeals from classmates.

Engage more prospects with a PGMicrosite

Custom Marketing Campaigns

Tell us what you want to achieve, and we’ll create a compelling, effective strategy to reach your goals. If you can dream it, we can do it! As marketing experts, we love to create effective touchpoints for your best donors using any and all of these great marketing resources:

Print Advertisements

Multi-Channel Marketing Campaigns


Video Production

Customized Direct Mail Pieces and Marketing collateral

Market Research

Unique Website Solutions

Society Membership and Stewardship Gifts