The Job of Planned Giving Marketing

Donor goes to the mailbox, right?

They’re not looking to get educated about the latest and greatest of the Cares Act. They are not go to their mailbox to find out exactly how a charitable remainder unitrust works. They’re not going to their mailbox for anything in particular!

When they open that mailbox, it is the job of marketing to get their attention to deliver some degree of information that inspires them to consider what it is that you want them to do.

But if you go too fast you’re going to lose them, because most people are not in the state of mind where when they obey the mailbox they are looking to be educated on ways to make a gift. It’s just not how it works.

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Generational Marketing – Traditionalists

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Tech Tuesday – IRS Discount Rate

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...

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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