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.

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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