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.
- Email Template One: Download, personalize, and send to donors.
- Email Template Two: Download, personalize, and send to donors.
- Article: What Makes Marketing a Planned Gift Effective?
- Mission Minded Marketing: An Immediate and Effective Communication Plan for Fundraisers
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...
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 - 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...
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...
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.