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 the rules of marketing by moving the conversation too fast.

Listen as Jeff and Greg discuss how to slow things down, which is critical for your marketing during the Covid 19 crisis.

Your planned giving marketing needs to grab your donors’ attention first. Then move to the conversation about gifts (and get a more successful response). Watch the video to learn a practical way to make that happen.

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See More PSAs: https://pgmarketing.com/psa/

Schedule a Call with Jeff (or suggest a topic!): https://calendly.com/pgmarketing/15intro
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Jeff Stein is the President of Planned Giving Marketing and his guest is Greg Wilson, the Sr. Major Gifts and Planned Giving Officer at Good Shepherd Rehabilitation in Allentown, PA. Greg has over 20 years of experience in direct fundraising.

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FREE Resources That Make Your Planned Giving Marketing Efforts More Successful:

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...

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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,...

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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...

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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...

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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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