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.
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...
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...
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...
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...