Planning for 2023 

New year, new view on planned giving fundraising

Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants.

The new year is a great time to pause, reflect, and reset. Most of us think about new activities and new ways to approach our lives. There’s an entire industry built around how many of us set resolutions for the new year. I mean, most gyms’ financials are built on a flood of new members at the start of every year.

We all know the majority of “resolutions” don’t work – especially if you pick them like I have, a knee jerk reaction to reviewing the previous year and instinctively knowing I could have done better.

As we ring in 2023, I want to plant the seed of a revolution in your mind and not a resolution. For the good of our donors and our organizations, I challenge you to take 60 seconds every day to think about our work as planned giving professionals and look at it through our donor’s eyes.

“If I’m 85 years old, how does this message resonate with me?”
“Does this help my best planned giving donor maintain control and determine their legacy?”

Ask yourself these questions:

Do my daily activities focus on my donors and what they want?

Is my marketing relatable for those aged 75+?

Is my messaging structured for those that I want to reach?

  • Do I write with emotion?
  • Is my writing in a slightly older style of grammar?
  • Am I using larger fonts and more white space?
  • Do I help donors see that “people like them, make gifts like this?”
Stay Informed!

Did you find this information interesting? We send new content like this every week!

Fill out the below form to receive the latest in Planned Giving news, training, and general wisdom right to your inbox!

Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

Consolidated Appropriations Act of 2023 and Secure 2.0  By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...

read more
Marketing as a Cultivation Tool

Marketing as a Cultivation Tool

Have you ever heard of a theory of communication called the "cultivation" theory?The cultivation theory has been around since the 1960s, and it holds that "long-term exposure to media shapes how the consumers of media perceive the world and conduct themselves." In...

read more
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. Your Legacy Society is an...

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

© 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