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?
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.
Increase Interest in a Planned Gift
One of the easiest ways to increase interest in a planned gift is by tearing down fundraising "silos" and viewing a donor's giving behavior in a more comprehensive way. There's a misconception that a deferred gift doesn't benefit an organization today. Instead, the...
Here’s How You Know if Your Marketing Is Working
As a Planned Giving Fundraiser, you spend a lot of time and money using marketing to nurture prospects. How do you know it's working? Practical Solution Announcement JEFF: The beauty of digital communication right now is that there are a ton of metrics being generated...
Successful Donor Calls with Frontline Fundraisers
What is the most important thing to communicate during a donor call? Transcript: GREG: What we have found is that a specific deferred gift may not have come out of donor calls, but we get so much qualifying information! We've found as a frontline fundraising staff,...
PSA: Story Telling and Planned Giving Marketing
How to use stories to increase the rate of respond in your planned giving marketing. Transcript: JEFF: Just as a practical example. One of my favorite success stories is from a public college in PA. They were working to transition annual fund donors into planned...