Effective Donor Communication Is Personalized

Effective Donor Communication Is Personalized

We're a planned giving marketing company, so a common topic we discuss is effective donor communication. After thirty years of studying what works in marketing, the answer is still the same: effective donor communication is personalized. As a fundraiser, you'll have...

3 Ways to Connect to Planned Giving Donors

3 Ways to Connect to Planned Giving Donors

Have you ever heard the saying, “There’s three sides to every story: his side, her side, and the truth”? Personally, I’ve always found that humorous. But I’ve realized something—it describes some of the conversations we have with planned giving donors. Think about it:...

Planned Giving Website Assessment

Planned Giving Website Assessment

Let's do a mini planned giving website assessment. First, we'll start by looking at how websites were used in the past, and how websites are used now. Take a minute to look at this photo.  Does that look like a modern site? No. Of course not. If you landed on that...

Your Planned Giving Website Is a Warmup Band

Your Planned Giving Website Is a Warmup Band

I used to be a big Van Halen fan, so when I learned they were coming to Scranton, I bought a couple of tickets and put the date on my calendar. But on the day of the concert, I wasn’t excited. I was tired. I had worked all day. I had a two-hour drive ahead of me. To...

Planned Giving Stories Make People Feel

Planned Giving Stories Make People Feel

Please join us in welcoming our guest author, Michelle Martin, Messaging Strategist and a Trained StoryBrand Guide. We hope you enjoy this guest post in celebration of National Write Your Story Day – March 14, 2019. A wealthy family from New Jersey posted an ad...

Tell Good Donor Stories

Tell Good Donor Stories

You’ve read plenty of amazing donor stories … and some that aren’t so good. But do you know what sets them apart? Use this mini-assessment to increase reader engagement and donor response.

Why Does the World’s Largest Online Advertiser Use Direct Mail?

Why Does the World’s Largest Online Advertiser Use Direct Mail?

Google owns my inbox, my browser, my search engine. They know my every digital move. And even when I’m not on their platforms they’re still serving me ads elsewhere. So, you’d think if Google wanted my attention and my business, they’d know how to find me and get my...

Planned Giving’s “Magic Words”

Planned Giving’s “Magic Words”

A lot of people claim key fundraising phrases work with donors, but we think we've found planned giving's magic words--words that improve both your planned giving marketing AND conversations with planned giving prospects and donors. What would you do with MAGIC words?...

3 Proven, Personalized Planned Giving Marketing Strategies

3 Proven, Personalized Planned Giving Marketing Strategies

Have you ever wondered if there are any truly effective planned giving marketing strategies--or if donor engagement comes down to pure luck? It might feel this way, because different planned giving marketing companies disagree on what really works, so I wanted to take...

10 Tips for Email Marketing for Planned Giving Programs

10 Tips for Email Marketing for Planned Giving Programs

As part of a broad-scope multi-channel marketing strategy, email marketing for planned giving is a timely and cost-effective way to keep your organization in the hearts of your donors, especially your most loyal ones. Email marketing offers an opportunity to inform,...

How Will New Laws Impact Nonprofit Fundraising?

How Will New Laws Impact Nonprofit Fundraising?

The largest piece of tax reform since the Reagan administration has been passed and signed by the President. In it, you'll find laws that impract nonprofit fundraising. The real impact from the tax-law changes have yet to be seen, but all of us in the nonprofit world...

How To Get Large Planned Gifts

How To Get Large Planned Gifts

Last evening, a client called to let us know about a large planned gift they had closed--a $250,000 gift annuity. It was from from a donor with lifetime giving of $7,200.  Read that again. A guy who graduated more than 60 years ago, and who averaged $120 in giving per...

Do Planned Giving Newsletters Work?

Do Planned Giving Newsletters Work?

Have you ever sent out a planned giving newsletters to your donors, but then wonder if it had any effect? That can be frustrating, because you want to know what's working! It's great to hear feedback about your planned giving newsletters, mailer, or emails. We feel...

Is it FAIR For Fundraisers to Offer Free Gifts?

Is it FAIR For Fundraisers to Offer Free Gifts?

Free gifts can be seen as suspect in any context, because the concept of fairness is at the core of all human interaction. “You want me to do something for you – what’s in it for me?” Quid pro quo. Tit for Tat. You scratch my back, I’ll scratch yours … Like it or not,...

Is Print Dead?

Is Print Dead?

It's easy to find technology companies claiming print is dead. But the DMA (Direct Marketing Association) reports print response rates outperform digital. Yet some fundraising marketing experts continue to tout technology-based marketing automation solutions. And...

Learning from Gen Z and Planned Giving Marketing

Learning from Gen Z and Planned Giving Marketing

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,...

4.5 Ways Prospect Research Can Help You Market Planned Gifts

4.5 Ways Prospect Research Can Help You Market Planned Gifts

This blog focuses on our primary business, planned giving marketing. But to diversify our subject matter and help fundraisers, we like to feature the work of our friends and colleagues in the community. Please join me in welcoming today’s guest author, Sarah Tedesco....

The Secret to Getting More Planned Gifts

The Secret to Getting More Planned Gifts

As a fundraiser, you always feel the pressure to find more planned gifts. Hopefully, this secret will help you connect to more donors and build your planned giving program. An experienced major and planned giving officer called me the other day. He was preparing for a...

A Master-ful Thank You

A Master-ful Thank You

As a fundraiser, you know the power of two small words “thank you.” Thank you is an acknowledgement of connection, a humble appreciation of a partnership. These words are always powerful, but sometimes, they are actually prophetic! That's the case of this 2009...

Planned Giving Donor Stories That Inspire Others to Give

Planned Giving Donor Stories That Inspire Others to Give

Do you absolutely LOVE to write donor stories? We didn’t think so.  But, as a successful fundraiser,  you understand how powerful a donor story can be to your planned giving program. If you're not working with Planned Giving Marketing yet (who would write a powerful,...

Contact Us

The best way to engage more planned giving donors is with effective marketing. We would love to help. Please give us a call, send an email, or fill out the form 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

© 2019 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. Privacy Policy