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The Missing Link

STRATEGY

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Multi Channel

Planned Giving

Marketing Solutions

www.Giving2018.org

October 9, 2018

Eastern Regional Conference on Philanthropy

The Importance of Planned Giving

No planned giving strategy? You’re losing out on a boatload of funding. Appeal to a broader audience today.

A planned giving website for your prospects and even a planned giving website for financial advisors is not an add-on to your marketing plan. It’s the hub. A must. And it gives them 24/7 access to your information.

From a no-nonsense simple online presence to robust solutions for savvy donors.

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Landing pages with digital outreach (e-broadcasts) is the way to get attention and convert casual browsers to active visitors.

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Brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.

This is not a criticism. Just a fact. Become a resource to them.

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Practical. Informative. Useful.

Over $250,000 worth of content in MS Word, templates and toolkits at your disposal.

Gift Acceptance Policy? Description of Lead Trusts? Need a template on a ways-of-giving brochure? It’s all here for you to download.

All of these can be purchased at PlannedGiving.Net. They are available free of charge for LegacyPRO Advantage clients (some exceptions apply).

All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser who has raised millions.

Legacy society member brings girlfriend to all organization events. She also attends events without him. She puts off other members by over-imbibing and being more outspoken than Whoopie Goldberg.

June 15, 2018 Read more