Planned Giving’s “Magic Words”

Learn what they are and find out 3 great ways to use them.  Are you a fundraiser tasked with creating planned giving marketing communications (letters, postcards, e-newsletter content, newsletter articles, etc.)? Do you find...

3 Proven, Personalized Planned Giving Marketing Strategies

Mark Zuckerberg's testimony before Congress was eye-opening on many levels.  On one level, it was remarkable to learn how much data is being collected about everyone -whether we realize it or not.  And on another level, how utterly clueless many of...

10 Tips for Email Marketing for Planned Giving Programs

As part of a broad-scope multi-channel marketing strategy, email marketing is a timely and cost-effective way to keep your organization in the hearts of your donors, especially your most loyal ones. Offering an opportunity to inform, enlighten, educate, and connect...

Is Your Planned Giving Website ADA Compliant?

We are working with several colleges on their planned giving websites, and for many that includes incorporating the Americans with Disabilities Act requirements into their web design. All federal institutions’ websites must meet ADA compliance on all items...

How Will the New Tax Law Impact Nonprofit Fundraising?

The largest piece of tax reform since the Reagan administration has been passed and signed by the President. The real impacts from the new tax law changes have yet to be seen, but all of us in the nonprofit world will be watching carefully as the impact on nonprofit...

Cast a Wider Net

When our clients tell us about realized gifts that came in response to our marketing efforts, I temper their praise by reminding them we have little to do with their mission and their donors philanthropy. We're just helping to bring the two parties together. ...

Do Planned Giving Newsletters Work? Ask Our Clients!

Thank you, Planned Giving Council of Greater Philadelphia and Malvern Prep for the compliments in the current edition of the PGCGP email newsletter. We're pleased the planned giving newsletter is helping Malvern Prep reach its goals!

It’s Not About the Mug!

Quid pro quo. Tit for Tat. You scratch my back, I’ll scratch yours...Seems like anyway you say it, it still sounds dirty, unseemly, and definitely beneath the philanthropically well-intentioned and the esteemed organizations they would support.  Like it or not,...

Is Print Dead?

The DMA (Direct Marketing Association) reports print response rates are outperforming digital. Yet fundraising marketing experts are touting technology based marketing automation solutions. And planned giving departments are considering it as a way to lower their...

Learning a Thing or Two From Generation Z

Serial entrepreneur, international speaker, and soon-to-be published author, Andrew Rosenstein, popped into my office yesterday to show me the outline of his work in progress, "Understanding the Drive of a Rising Generation." You probably have never heard of Andrew,...

What Really Motivates Your Donors to Give? Listen. Carefully!

An experienced major and planned giving officer called me the other day. He was preparing for a lunch-and-learn with his front-line fundraisers and wanted a refresher on the ‘buying signs’ of a likely planned giver. “You know, the things to look and listen...

Your Donor Stories are BAD

I love all of you in the nonprofit community. I really do. You're good people doing good work and I really enjoy sharing my experience with you.In my years blogging and co-hosting webinars for nonprofitmarketingguide.com, marketing goddess Kivi Leroux...

A Master-ful Thank You

All fundraisers know that the two small words "thank you" are very powerful, and when written by a future Masters champion -- they're also extremely prophetic!In this 2009 thank you note, 21-year old golf great Jordan Speith, who won the 2015 Masters,  writes to...

Planned Giving Donor Stories That Really Inspire Others to Give

Love to write? Didn't think so. But you have a donor who agreed to share her story (let's call her "Bunny") and now you have to write her story to put on your website. You have a couple of choices; hire the professionals at PGM or you write it yourself....

Contact Us

We’d love to help you with marketing your planned giving program and reach your planned giving goals.

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

info@pgmarketing.com