Planned Giving Marketing’s

Practical Solutions Announcements

Welcome to our PSAs (Practical Solutions Announcements): short and sweet videos for the busy fundraiser looking for bite-sized pieces of practical advice. Every video gives you a simple solution you can implement immediately: guaranteed.

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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...

Successful Donor Calls with Frontline Fundraisers

Successful Donor Calls with Frontline Fundraisers

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,...

PSA: Story Telling and Planned Giving Marketing

PSA: Story Telling and Planned Giving Marketing

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...

Planned Giving Marketing’s PSA: Dig Into the Data

Planned Giving Marketing’s PSA: Dig Into the Data

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 to understanding who among your marketing prospects...

Talk About the Impact of a Planned Gift

Talk About the Impact of a Planned Gift

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

Increase Interest in Making a Planned Gift

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...

PSA: Add This to Your Marketing Immediately

PSA: Add This to Your Marketing Immediately

This Super Simple Practical Solution Makes and 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...

Planned Giving Donors Hiding in Plain Sight

Planned Giving Donors Hiding in Plain Sight

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 Appeal to Planned Giving Prospects (PSA 10)

Stories That Appeal to Planned Giving Prospects (PSA 10)

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 (PSA 9)

Coaching for Planned Giving Fundraisers (PSA 9)

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” (PSA 8)

Gifts of Real Estate and Other “Shiny Objects” (PSA 8)

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...

Make Sure Donors Can Find You on the Planned Giving Website-PSA 7

Make Sure Donors Can Find You on the Planned Giving Website-PSA 7

How to Fix Your Planned Giving Website (So Donors Actually Find You) Practical Solution Announcement 7 It's budget season, and you may have hoped to include a new planned giving website to your budget. But often this is also the time of year fundraisers get their wish...

Your Wealth Screening Is Lying to You-PSA 6

Your Wealth Screening Is Lying to You-PSA 6

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...

Slow Down So You Don’t Lose Your Donors-PSA 5

Slow Down So You Don’t Lose Your Donors-PSA 5

Planned giving people love to talk about the different ways to make a gift--and the tax or impact benefits benefits these gifts can have. But these messages that talk about gift types, tax benefits, and impact benefits are falling flat—and that's because they break...

Donor Messages That Fill the Pipeline-PSA 4

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...

Chasing Unicorns? – PSA 3

Chasing Unicorns? – PSA 3

It's easy to get sucked into the allure of a sexy, complex gift - the elusive 'unicorns' of the planned giving world. But it's the small gifts that come in regularly and frequently that provide the stable base for an organization. Greg Wilson, Sr. Major Gifts and...

Your Donors Don’t Care

Your Donors Don’t Care

You're making it too easy for your donors to ignore you ...  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 them (until later).  Greg has 20...

Drunk Dialing Your Donors – PSA 1

Drunk Dialing Your Donors – PSA 1

Welcome to PGM's first PSA, Practical Solution Announcements for Busy Fundraisers! This week, we tackle the topic of connecting to planned giving donors during the Covid crisis--and what do you do about your planned giving marketing. How do you talk about a planned...

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

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