1288 Valley Forge Rd. Building 82
(800) 490-7090

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.

Campaign contents:

  • 3 postcards (with 8 concepts) connecting to landing pages
  • 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”
  • 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

Not ready for CGAs? You’d be surprised.

  • Complete gift administration services… eliminate risks, stay fully compliant and outsource your CGAs to operate at the lowest cost possible. Please inquire.

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


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