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
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...
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
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...
A Deferred Gift Leads to Outright Gifts
Stories That Stengthen Donor Relationships Transcript: JEFF: Greg, you were telling me stories about donors who, once you kind of get into the concept of impact and what is possible, all the other [technical] stuff goes away. Do you care to share that with the group?...
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