Donor Messages That Fill the Pipeline-PSA 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 Officer at Good Shepherd Rehabilitation in Allentown, PA, and he has over 20 years of experience in direct fundraising.
Greg has given us great insight over the past few weeks as we talk about how fundraisers can adapt their donor communication and planned giving marketing during Covid19. In this video, Greg turns the table and asks Jeff how other organizations are using planned giving marketing to stay connected to donors.
Listen as Jeff talks about what’s working (and what’s not) and then offers a new solution for fundraisers who want to generate leads and fill the pipeline.
Sign up for new PSA notifications: https://pgmarketing.com/psa/
Have planned giving marketing questions, then book a call with Jeff: https://calendly.com/pgmarketing/15intro
———-
Previous PSAs:
Drunk Dialing Your Donors: https://www.youtube.com/watch?v=foAj-STWStg
Donors Don’t Care About the CARES Act: https://www.youtube.com/watch?v=tq4_s-jXuqo
Are You Chasing Unicorns? https://www.youtube.com/watch?v=yNNXmFv25-o
Invitational Marketing Works Better
Marketing is meant to inspire donors and invite them to make an impact. See how invitational messages help you discover untapped resources so you can reach a new level with your planned giving.
70 ½ vs. 73?
70 ½ vs. 73? We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around each age? When it comes to marketing this great gifting strategy, the problem is both...
Wisdom Wednesday – Are you 85?
Are you 85? I didn't think so ...We've talked about the mindset of our most senior donors in the past. And we'll most likely talk about it forever. Why? None of us know what it's like to be 85 - unless we're 85.We've all been 16 before. Most of us have even recovered...
Generational Marketing – Traditionalists
Generational Marketing - TraditionalistsTraditionalists include those aged 77+ and will be a key group when it comes to your planned giving outreach.Learning how to communicate with this portion of the population is important for your success. Discovering the nuances...
Tech Tuesday – IRS Discount Rate
IRS Discount Rate With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of this we’re all becoming reacquainted with the IRS...