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.
In the book Pre-Suasion: A Revolutionary Way to Influence and Persuade, author Robert Cialdini speaks of Unity: the idea that the more we perceive a person is “like us,” the more likely we are to be influenced by them. You can use this universal principle to grow your...
You've heard the quote: People don't remember what you've said, they remember how you made them feel. You've seen it in fundraising. When your donors feel valued and appreciated, their loyalty and affinity to your organization deepens. One often underutilized way to...
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...
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...