Wealth Screening for Small Organizations

Wealth Screening Lists vs. Marketing Lists

 

It’s important to discuss why some of these screening tools and prospect identification is important for very large organizations, but why it’s not an area to focus on so intensely if you are starting with a smaller list.

Nobody has an unlimited budget. Nobody can justify marketing planned giving to hundreds of thousands of donors. For example, if you’re a national charity with millions of names on your list, it’s just not cost effective or practical to wallpaper the country with planned giving solicitations to people who you don’t have a connection to.

But for a lot of smaller organizations, the need to shrink your list isn’t nearly as significant.

If you’re a small organization, don’t put yourself in the same position as the mega organizations. They have no choice but to pare down their list because the list is just too big. If you’re a smaller organization, you don’t have to worry about that. Granted, you have a smaller budget. Granted you have to be smart about how you manage the budget, but you don’t have to limit your marketing to the very creme of the crop.

Who should you be targeting?

Ask these four questions.

Four Questions to Ask to Improve Your Marketing

Request this guide and get advice on who to talk to, what to say, and when to say it so you get engagement that leads to more conversations.

Wisdom Wednesday – Planning for 2023

Wisdom Wednesday – Planning for 2023

Planning for 2023 New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...

read more
Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

Consolidated Appropriations Act of 2023 and Secure 2.0  By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...

read more
Marketing as a Cultivation Tool

Marketing as a Cultivation Tool

Have you ever heard of a theory of communication called the "cultivation" theory?The cultivation theory has been around since the 1960s, and it holds that "long-term exposure to media shapes how the consumers of media perceive the world and conduct themselves." In...

read more
Grow Your Legacy Society with the Feeling of Unity

Grow Your Legacy Society with the Feeling of Unity

In the book Pre-Suasion: A Revolutionary Way to Influence and Persuade, author Robert Cialdini speaks of Unity: the idea that the more we perceive a person is “like us,” the more likely we are to be influenced by them. You can use this universal principle to grow your...

read more

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
Lafayette Hill, PA
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

© 2021 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