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? And where would you use them to have the biggest impact?

magic sparkles

  • Are you a fundraiser tasked with creating planned giving marketing communications (letters, postcards, e-newsletter content, newsletter articles, etc.)? Do you find yourself mired in phrases more mystically passive than magically engaging; phrases like “remember us in your will,” “leave a legacy,” or “consider a gift that may have tax benefits, too”? 
  • Does the latest research about the word “bequest” have you wringing your hands over a better way to say “what happens to your stuff when you die”? 
  • Have you heard that somewhere out there that certain “key” planned giving messages will work? That often leads to you and your boss word-smithing a bequest letter into the bore-o-sphere only to spend a full year circulating around the office, being decorated with red circles, black lines and other “edit” marks.

No magic words will ever get that letter in the mail …

Here’s the truth … there ARE magic words you can use with donors … and  you already know them! And, as a fundraiser, you probably already use them all the time.

You’ve also said them to the waitresses who handed you a cool cocktail, that man who opened the door for you last week, and to your sweet Nana when you she gave you a $5 bill when you turned 8 … 

What are Planned Giving’s Magic Words?

Thank you.

magic words thank you

How to Use Planned Giving’s Magic Words

Finding fresh new ways to say “thank you” is the fastest, clearest, and most authentic way to talk about planned giving with your donors – in person, in your communications, and your specific planned giving appeals.

Planned Giving’s Magic Words in Person

Don’t know how to ask for a planned gift? Try using planned giving’s magic words as a “thank you” ask.

  • Thank the donor for his faithful giving of $25 a year.
  • Mention that another donor has given the same amount or for the same number of years and is also leaving a charitable bequest to your org.
  • Then say nothing, and see what the donor says.

You may be surprised to hear that your org IS in his will (but he’s just never told you). Or, you may hear he’s been thinking of updating his plans and hadn’t considered a charity – but now he will.

Planned Giving’s Magic Words in Your Newsletter

Have you been including phrases like “Remember us in your will” in your newsletter for years without getting any results? Instead, try featuring a photo of the lovely Kathleen, a donor who named your organzation in her will (even if it was years ago). Use “Thank You, Kathleen” as the headline and include a few short words about Kathleen’s future gift.

This simple “thank you” communicates all the key planned giving messages (the real ones!)

It shows prospective donors that:

  • it’s NORMAL to name a charity in a will
  • your organization values and appreciates this type of gift
  • when people include your organization in their will, it’s news to be celebrated and shared.

Always include a line like, “even if you wish for your gift to remain anonymous, please let us know about your gift.”

Yellowstone park

Planned Giving’s Magic Words in Your Appeal

If you truly want more prospects, ditch the “appeal” and go with a thank you.

And don’t just SAY thank you–offer a sincere and tangible “thank you” in the form of a gift to uncover your best planned giving prospects and silent donors who have yet to inform you that your org is in their will.

For example, the Yellowstone Park Foundation (YPF), a national organization based in Bozeman, Montana, mailed a Valentine’s Day postcard to 2,525 longtime, loyal donors. This card simply thanked donors for their support over the years and offered a free gift just for visiting a personalized URL (PURL). Upon arriving on their personalized landing page, the donors were asked one question about charitable estate planning before clicking through to receive their gift.

The response was overwhelming. The results are this: more than 190 people who care deeply about preserving Yellowstone Park self-identified as donors who would be interested in making a charitable bequest or other planned gift.

Also, with this simple yet effective direct and email campaign, YPF learned of 13 NEW planned gifts.

In addition this mailing was also a nice stewardship piece for the client. A typical planned giving marketing appeal may yield an OVERALL response rate (any type of response) of just 3-10%.

This YPF “thank you gift” appeal achieved an overall response rate of 33.87% which is astounding in planned giving marketing.

A few key things to understand about this particular mailing: the card did NOT MENTION planned giving, it did not ask the donor to “consider” anything or offer “more information” about planned giving.

The card was sent from the Old Faithful Society (YPF’s legacy society) with the logo and tagline, but other than that had no typical hallmarks of a planned giving mailing.

put it together

What this means for you and your organization

There is so much magic in the two words “thank you” that if you focus on new ways to use them, you will surely secure some very large future gifts for your organization.

How large? A Blackbaud study shows the average planned gift in the United States is between $35,000 and $70,000, but if you follow the world of planned giving like I do, you’d routinely hear of  $100,000, $250,000, $500,000 bequests and higher – mainly from everyday people like retired teachers, nurses, firemen.

In our fundraising world, we hear a lot about “donor engagement strategies,” and there is no clearer strategy than the simple “thank you.”

The “thank you” is effective in many forms of nonprofit marketing because it affirms and validates a donor’s intention – and it’s just plain good manners. Surveys show that many donors don’t feel like they’ve been adequately thanked, so basing a marketing effort on a “thank you” also helps you with your stewardship efforts.

If the real, true goal of your planned giving outreach, engagement, and marketing is to identify prospects, try ditching the tired “planned giving talk” and focus on how you can do more with those two magic words everyone loves to hear …

Thank you.

Promote Your Legacy Society


Thank Donors with a Campaign that Highlights Your Legacy Society:

  • Share donor stories
  • Invite donors to join
  • Highlight the benefits of a planned gift
  • Provide bequest language for an attorney or financial planner

See example

    Grow Your Legacy Society with the Feeling of Unity

    Grow Your Legacy Society with the Feeling of Unity

    In the book Pre-Suasion: A Revolutionary Way to Influence and Persuade, author Robert Cialdini speaks of Unity: the idea that the more we perceive a person is “like us,” the more likely we are to be influenced by them. You can use this universal principle to grow your...

    read more
    Leverage Your Planned Giving Legacy Society

    Leverage Your Planned Giving Legacy Society

    You've heard the quote: People don't remember what you've said, they remember how you made them feel. You've seen it in fundraising. When your donors feel valued and appreciated, their loyalty and affinity to your organization deepens. One often underutilized way to...

    read more
    Increase Interest in a Planned Gift

    Increase Interest in a Planned Gift

    One of the easiest ways to increase interest in a planned gift is by tearing down fundraising "silos" and viewing a donor's giving behavior in a more comprehensive way. There's a misconception that a deferred gift doesn't benefit an organization today. Instead, the...

    read more
    Here’s How You Know if Your Marketing Is Working

    Here’s How You Know if Your Marketing Is Working

    As a Planned Giving Fundraiser, you spend a lot of time and money using marketing to nurture prospects. How do you know it's working? Practical Solution Announcement JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated...

    read more

    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
    Lafayette Hill, PA
    P: 484-680-7600 | F: 877-865-6812
    info@pgmarketing.com

    © 2021 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