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.

Marketing a Planned Gift During a Recession

Marketing a Planned Gift During a Recession

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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Gifts of Real Estate and Other “Shiny Objects” (PSA 8)

Gifts of Real Estate and Other “Shiny Objects” (PSA 8)

Gifts of Real Estate (and Other "Shiny Objects") Practical Solution Announcement 8   JEFF: Hi everybody, this is Jeff Stein, President of Planned Giving Marketing for another installment of our PSAs: our Practical Solution Announcements. And as always, I'm joined...

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

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