Planned Giving Marketing Program

Turnkey. Customizable. Results-Driven.

Soar to New Heights

PG Campaign is a turnkey planned giving marketing solution. It consists of several customized lead-generation tools sensibly designed to work together with your branding and your messaging. The Campaign includes a 12- or 36-month marketing calendar.

Focus on your job and your career, and leave the heavy lifting to us!

How It Works

We schedule a consultation to gain an understanding of your operation. We then develop a comprehensive campaign to fit your needs. Once you’ve approved your customized solution, we handle all the details required to implement, manage and deploy.

It’s that simple: A complete, customized, turnkey system at your fingertips, developed by the industry’s leading planned giving marketing experts..


PG Campaign consists of several customized components. It’s a simple process that works.

  • Planned Giving Website
  • Landing Page
  • Direct Mail Topic #1
    • Echo Email #1
  • Direct Mail Topic #2
    • Echo Email #2
  • Direct Mail Topic #3
    • Echo Email #3
  • Direct Mail Topic #4
  • Echo Email #4
  • Back-Office Tools:
    • Brochures
    • Forms
    • Gift Acceptance Templates
    • Gift Plan Spec Sheets
    • Gift Illustration Fors, etc.