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

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

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

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

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

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?

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”

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

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

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...

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...

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