PSA: Add This to Your Marketing Immediately

PSA: Add This to Your Marketing Immediately

This Super Simple Practical Solution Makes and INSTANT Connection Between You and Your Donors Transcript:  GREG: Make sure you have your photo on any type of piece that's going out. I know most of us are like, "Oh, I don't want to be photographed," but that's so key...

A Deferred Gift Leads to Outright Gifts

A Deferred Gift Leads to Outright Gifts

Stories That Stengthen Donor Relationships Transcript:  JEFF: Greg, you were telling me stories about donors who, once you kind of get into the concept of impact and what is possible, all the other [technical] stuff goes away. Do you care to share that with the group?...

Planned Giving Donors Hiding in Plain Sight

Planned Giving Donors Hiding in Plain Sight

Are you missing some of your best planned giving prospects? Transcript: I recall a number of years ago, I met a client at a local community hospital. And upon arriving at the hospital, a retiree met me at the door and greeted me. And welcomed me into a waiting room...

Wealth Screening for Small Organizations

Wealth Screening for Small Organizations

Wealth Screening Lists vs. Marketing Lists   It's important to discuss why some of these screening tools and prospect identification is important for very large organizations, but why it's not an area to focus on so intensely if you are starting with a smaller...

Marketing a Planned Gift During a Recession

Marketing a Planned Gift During a Recession

Donor Science Consulting released a very helpful report that analyzed a group of 72k charities to see what we could learn from the “great recession” of 2008. Some highlights: Charities that successfully continued fundraising during the 2008 recession raised even more...

The Most Important Parts of a Planned Giving Website

The Most Important Parts of a Planned Giving Website

The most important parts of your planned giving website is to make sure that the website is reflective of the strategy of your marketing program. It goes back to what we talked about before: is the planned giving website inviting? Is the website inspiring people to...

How Prospect Identification Is Different for Small Organizations

How Prospect Identification Is Different for Small Organizations

I think it’s important to discuss why some of these screening tools, the prospect identification tools are important for some very, very, very large organizations--and why it isn’t an area to focus on as intensely if you are starting with a smaller list. Nobody has an...

What Do We Do About Planned Giving Marketing During Covid 19?

What Do We Do About Planned Giving Marketing During Covid 19?

It’s been nearly eight weeks since we've all been focused on coronavirus. And though that’s not a long time in the general scheme of things, it gives us plenty of time to evaluate what worked and what didn’t work in terms of planned giving marketing during Covid 19....

The Job of Planned Giving Marketing

The Job of Planned Giving Marketing

Donor goes to the mailbox, right? They're not looking to get educated about the latest and greatest of the Cares Act. They are not go to their mailbox to find out exactly how a charitable remainder unitrust works. They’re not going to their mailbox for anything in...

What Makes Marketing a Planned Gift Effective?

What Makes Marketing a Planned Gift Effective?

Our lives have changed a lot in the last few months, but we've had the chance to evaluate what's working and what's not. Professionally, you've learned new methods for connecting with planned giving donors, using technology, and getting tasks done when you're not in...

How to be a fly on the wall (and identify planned giving donors!)

How to be a fly on the wall (and identify planned giving donors!)

Wouldn't it be great if your planned giving prospects called you every time they found your marketing interesting? 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 It Time to STOP Repeating Your Planned Giving Donor Stories?

Is It Time to STOP Repeating Your Planned Giving Donor Stories?

We love interviewing our clients’ donors to get their planned giving donor stories. We hear some pretty remarkable things—things supporters are reluctant to share with a fundraiser. Their candor makes for compelling quotes and stories that resonate with other...

Let Your Hero Do the Talking

Let Your Hero Do the Talking

A few years ago, we interviewed a supporter of the Marine Corp Heritage Foundation. He had made a planned gift to the Foundation and was appealing to other Marines to “get their affairs in order” by updating their will or trust. Then he asked them to remember MCHF in...

The Easiest Way to Explain Planned Gifts

The Easiest Way to Explain Planned Gifts

Powerful donor stories are extraordinarily valuable because they make planned gifts so EASY to understand! Unfortunately, most donor testimonials aren't powerful ... in fact, they read like obituaries.  That’s nobody’s fault. It’s just the way it’s always been...

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?

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 thrilled the planned giving newsletter is helping Malvern Prep reach its goals!Have you ever sent out a planned...

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

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