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.
Want better results from your planned giving marketing? Schedule a call with Jeff
- Email Template One: Download, personalize, and send to donors.
- Email Template Two: Download, personalize, and send to donors.
- PSA One: Drunk Dialing Donors
- PSA Two: Donors Don’t Care About CARES
- PSA Three: Unicorns of the Planned Giving World
- PSA Four: Messages that fill the donor pipeline
- PSA Five: Slow Down So You Don’t Lose 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.