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 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.

Wisdom Wednesday – Planning for 2023

Wisdom Wednesday – Planning for 2023

Planning for 2023 New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...

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Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

Consolidated Appropriations Act of 2023 and Secure 2.0  By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...

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Marketing as a Cultivation Tool

Marketing as a Cultivation Tool

Have you ever heard of a theory of communication called the "cultivation" theory?The cultivation theory has been around since the 1960s, and it holds that "long-term exposure to media shapes how the consumers of media perceive the world and conduct themselves." In...

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Grow Your Legacy Society with the Feeling of Unity

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...

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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

info@pgmarketing.com

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
Lafayette Hill, PA
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

© 2021 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. Privacy Policy