The Most Important Parts of a Planned Giving Website

The most important parts of your planned giving website is to make sure that the website is reflective of the strategy of your marketing program. It goes back to what we talked about before: is the planned giving website inviting?

Is the website inspiring people to connect with your mission?

Are you making it easy for the people who visit your planned giving website to get the information they’re looking for if, in fact, they’re looking for information.

I think the even more important part of your planned giving website is: does it make it easy for donors to get a hold of you? Do they know who the person is that they should talk to when they are ready to have the conversation. I would say to include your picture, your name, title, phone number, cell phone, and email address. You want to make it as easy as possible for someone who gets that far to get on your calendar.

We do it on our planned giving website. I recommended our clients do on their sites. There’s a great tool called Calendly where you can put a button on your site that lets people get on your calendar. We use it, and I know a lot of people that I deal with professionally use it. And I am a little shocked and maybe a little disappointed that more people in fundraising don’t use it. You want to make it as easy as possible for someone who visits your site to get a hold of you– because the only reason they’re on the site is because they’re interested in having a conversation.

Your New Planned Giving Website

A PGMicrosite gives you everything you need and nothing that you don’t! The clean, modern design makes it super easy for donors to contact you and engage. (Plus, you can have it up and running in only a couple weeks.)

Wealth Screening for Small Organizations

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Marketing a Planned Gift During a Recession

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Donor Science Consulting released a very helpful report that analyzed a group of 72k charities to see what we could learn from the “great recession” of 2008. Some highlights: Charities that successfully continued fundraising during the 2008 recession raised even more...

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Stories That Appeal to Planned Giving Prospects (PSA 10)

Stories That Appeal to Planned Giving Prospects (PSA 10)

Stories That Make Donors Engage (... so you can have more conversations about planned gifts) Practical Solution Announcement 10 JEFF: Hi everybody, this is Jeff Stein from Planned Giving Marketing. And, as always, I'm joined by my friend Greg Wilson. Greg is the...

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Coaching for Planned Giving Fundraisers (PSA 9)

Coaching for Planned Giving Fundraisers (PSA 9)

Coaching for Planned Giving Fundraisers and Development Directors Practical Solution Announcement 9 JEFF: Hi everybody this is Jeff Stein, President of Planned Giving Marketing, here for a another installment of our PSA's--our Practical Solution Announcements. And as...

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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
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

© 2020 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