Practical Solutions Announcements

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...

What is the most important thing to communicate during a donor call? Transcript GREG: What we have found is that a specific deferred gift may not have come out of donor calls, but we get so much qualifying information! We've found as a frontline fundraising staff, and...

How to use stories to increase the rate of respond in your planned giving marketing. Transcript JEFF: Just as a practical example. One of my favorite success stories is from a public college in PA. They were working to transition annual fund donors into planned...

How Digital Engagement Reveals Your Most Loyal Donors Transcript JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated every time you send something out and every time someone responds. Measuring that engagement is key...

The Impact of A Planned Gift Inspires People to Imagine What's Possible PSAs: Practical Solution Announcements for Busy Fundraisers JEFF: You know, traditionally in planned giving the emphasis has been on vehicles and the benefits of those vehicles. It's likely you've...

Increase Interest in Making a Planned Gift (Without Making an Ask) Really, marketing is just another word for communicating. Marketing allows you to connect to your donor regularly and let them know you understand what's important to them. What's important? The IMPACT...

This Super Simple Practical Solution Makes an 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 for...

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...

Stories That Make Donors Engage (... so you can have more conversations about planned gifts) Practical Solution Announcement 10 JEFF: Hi everybody, this is Jeff Stein from Planned Giving Marketing. And, as always, I'm joined by my friend Greg Wilson. Greg is the...

Coaching for Planned Giving Fundraisers and Development Directors Practical Solution Announcement 9 JEFF: Hi everybody this is Jeff Stein, President of Planned Giving Marketing, here for a another installment of our PSA's--our Practical Solution Announcements. And as...

Gifts of Real Estate (and Other "Shiny Objects") Practical Solution Announcement 8 JEFF: Hi everybody, this is Jeff Stein, President of Planned Giving Marketing for another installment of our PSAs: our Practical Solution Announcements. And as always, I'm joined by our...

How to Fix Your Planned Giving Website (So Donors Actually Find You) Practical Solution Announcement 7 Our time online has sky rocketed, and it's never been more important to have a current and easy-to-navigate planned giving website. You may think a new website is...

Your Wealth Screening Is Lying to You (and eliminating good prospects!) Practical Solution Announcement 6 Wealth screening software is helpful to identify strong prospects ... but many times the tools are used to define rather than refine your list. The more...

Why Your Gift-Focused Marketing Is Falling Flat (and How to Fix It) Practical Solution Announcement Planned giving people love to talk about the different ways to make a gift--and the tax or impact benefits these gifts can have. But these messages that talk about gift...

How to Fill Your Pipeline with the Right Donor Messages Practical Solution Announcement 4 We're pretty excited about this week's Practical Solutions Announcement (PSA), because Greg is the one asking questions! Greg Wilson is the Sr. Major Gifts and Planned Giving...

Stop Chasing Unicorns: Nurture Your Most Loyal Donors Instead Practical Solution Announcement It's easy to get sucked into the allure of a sexy, complex gift - the elusive 'unicorns' of the planned giving world. Focus on the broader segment of your donor base. But...

What Your Donors *Really* Care About (It's Not What You Think) Practical Solution Announcement During this week's Practical Solutions Announcement, Jeff and Greg discuss a common mistake many fundraisers make: talking to donors about details that just don't interest...

A Counterintuitive Strategy for Authentic Donor Conversations Practical Solution Announcement Welcome to PGM's first PSA, Practical Solution Announcements for Busy Fundraisers! Listen as Greg tells us about his unique strategy of "Drunk Dialing" donors. This week, we...