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Gift Annuity Campaign

Our new Gift Annuity Campaign not only gets your prospects’ attention. It also makes your job easier. It is a marketing tool designed to expand your reach to donors who love the idea of receiving a “guaranteed paycheck” for life.

The Charitable Gift Annuity Campaign consists of:

  • 3 postcards (with 8 concepts) connecting to landing pages
  • 3 e-Broadcasts connecting to landing pages
  • 3 landing pages, each embedded with a modern calculator that forwards to you and/or an advisor donor's proposal and information
  • Advanced analytics
  • A branded estate planning toolkit as an “offer”
  • A CGA brochure in simple, compelling language
  • 90% focus on CGAs and DGAs, and 10% on Beneficiary Designations (yes, you always have to remind them that there are other easy ways to give)

Supplementary items include:

  • A personalized letter and brochure explaining CGAs
  • A script for your officers to introduce and explain the basics of CGAs and how they differ from variable commercial annuities
  • A short “how-to” on the ways to finance a CGA and the benefits of each
  • A short video explaining CGAs that you can show to you donors or use to train new officers

For details and pricing, call us at 800-490-7090.

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A must-read as to why you should be marketing to financial advisors.