
Biggest Planned Giving Marketing Challenge?
What’s your biggest planned giving marketing challenge? Here’s what 12 philanthropy professionals from 11 different parts of the country had to say about theirs.
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What’s your biggest planned giving marketing challenge? Here’s what 12 philanthropy professionals from 11 different parts of the country had to say about theirs.

Companies like to boast about what they do. Apparently, many firms also like to do far more than they should. More and more in the planned giving community I see “marketing” firms promising their clients the world.

Direct mail is king. But kings can be dethroned. Well-intentioned organizations do it all the time. Avoid these common mistakes to ensure your direct mail campaign is as kingly as it should be.

In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.

You know that feeling of spinning your wheels? That feeling you get when you are burning through time and exhausting yourself yet having little to show for it in the end? Preparation is critical, but what gives you bragging rights at the end of the day is the action you take

Do you wish to be better than average in your career and in your life? If you do, then you need to behave in a better than average fashion. It’s an obvious statement, but an endless number of people belie this sound reasoning.

Two informal surveys we conducted indicate that those who even dabble in planned giving do significantly better in their careers than those who do not.

Trying to save money by using eMarketing? Think again. According to the 2015 Response Rate Report by Direct Marketing Association (who also does eMarketing), direct mail outperforms all digital channels in a big way. The response rate for direct mail was 600% higher than that all of the digital channels combined. This number is too big to ignore.

First, a Thank You For those of you who are reading this and are clients of mine, I truly thank you for your business. When I started in 1998, I did it with the goal to make planned giving accessible to your average prospect. At the time, planned giving was so bogged down with legalese and mind-numbing details that fundraisers were intimidated and donors befuddled. We’ve come a long way since then, but there’s still a shocking number of fundraisers taking

I wonder if anyone’s ever done a study to see when gyms are more crowded—in January (post new year’s resolution season) or in the spring (pre swimsuit season). I’d put my money on January.