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 had a lot of training, formal training. Maybe that was as an estate’s attorney, or a financial planner, or maybe you’re just a really good fundraiser who has received a lot of training and accreditation and attended a lot of planned giving seminars. There is a lot of information transferred to us at these events.
Unfortunately, the information we learn becomes the focal point of everything we want to communicate to our donors.
Quite frankly, they aren’t looking for an education.
The fact is, we need to emphasis, not the tax benefits of a particular gift, or the mechanism or technique of completing a type of gift, but we really need to send a marketing communication message that’s inspiring.
We want donors to know what’s possible when they consider a planned gift, not how they’re going to reduce their taxable estate or save on their immediate tax returns because they made this type of gift.
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean 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.
More Resources:
- Email Template One: Download, personalize, and send to donors.
- Email Template Two: Download, personalize, and send to donors.
- PSAs
- Article: What Makes Marketing a Planned Gift Effective?
- Mission Minded Marketing: An Immediate and Effective Communication Plan for Fundraisers
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...
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. One often underutilized way to...
Increase Interest in a Planned Gift
One of the easiest ways to increase interest in a planned gift is by tearing down fundraising "silos" and viewing a donor's giving behavior in a more comprehensive way. There's a misconception that a deferred gift doesn't benefit an organization today. Instead, the...
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...
Contact Us
We’d love to help you reach your planned giving goals by effectively marketing your planned giving program.
Please give us a call, send an email, or fill out the form below to get started.
Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812