Your Wealth Screening Is Lying to You-PSA 6
Your Wealth Screening Is Lying to You (and eliminating good prospects!)
Practical Solution Announcement 6
Wealth screening software is helpful to identify strong prospects … but many times the tools are used to define rather than refine your list. The more fundraisers pay attention to these metrics for their marketing, the more they eliminate people who would really be good prospects.
In this week’s PSA, Greg and Jeff talk about prospect identification for marketing vs prospect identification for fundraising. Watch the video to learn which data points to consider for better marketing.
Talk to Jeff about Planned Giving Marketing solutions for your organization. Schedule a call.
_____________
Jeff Stein is the President of Planned Giving Marketing and his guest is Greg Wilson, the Sr. Major Gifts and Planned Giving Officer at Good Shepherd Rehabilitation in Allentown, PA. Greg has over 20 years of experience in direct fundraising.
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean to inspire donors and invite them to make an impact. See how invitational messages help you discover untapped resources so you can reach a new level with your planned giving.

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...