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Strategies and best practices for communicating planned giving effectively. Covers messaging, content development, digital presence, donor education, and positioning planned giving as a core component of fundraising strategy.
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.
Says the panicked board member… until you show him a better way to lower risk. Has this ever happened to you? A board member or finance officer who is unfamiliar with gift annuities sees a big liability on the books and panics. “Why are we doing this?” they ask. Their concern is understandable. A charity normally pays a donor around 40-60 percent of the original gift in interest. For someone who isn’t familiar with gift annuities, that seems like a very bad way to raise money. Unfortunately,
What is the single biggest excuse people use to not do things they say they want to do? Wait for it… (No pun intended.) “I don’t have time.” We’re about to blow that excuse away.
My colleague was at her wits’ end with a donor we’ll call Philip. Everything about Philip screamed MAJOR DONOR OF THE HIGHEST LEVEL! He had all three As of a great donor prospect.
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.
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.
Q: When a husband and wife fund a gift annuity, is it always joint and survivor?
Donors often do not know the exact structure or details of their own planning, charitable or otherwise. They depend on their advisors. This is one reason it is so important to partner with advisors when working with donors.
Question In your Strange Myths section in Giving Tomorrow Magazine, the statement is made that “Most planned giving donors are not prospects for large major gifts.” Did the word “not” creep in there by mistake? Answer This is a really good question and common misperception. Over the last several years there have been a number of studies of the most likely planned giving prospects. We have learned that those individuals who are loyal to your organization and mission are the
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
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