Planned giving is about credibility and legitimacy. If you’re not taking it seriously, your organization, and you, will not be taken seriously.
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 for their philanthropic aspirations..
We can deliver a no-nonsense simple online presence for your nonprofit to robust planned giving marketing solutions for savvy donors and philanthropists.
Landing pages with digital outreach (e-broadcasts) is the way to get attention, build trust and convert casual browsers to active visitors.
Whether you need to explain charitable giving tax benefits, giving through a donor advised fund, or how federal income tax deductions of giving appreciated stock at year end work, we have marketing and legally approved language.
Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools and marketing materials a-la-carte or consider a complete solution (a marketing bundle) with a 12- to 36- month comprehensive marketing plan.
Financial, Estate and Charitable Planning. These All Go Hand-in-Hand.
But brace yourself. Most financial advisors do not understand how planned gifts work. That is, 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 and make sure they read The Importance of Planned Giving.
Why not eliminate the do-it-yourself hassle and have us package for you a complete 12- to 36-month marketing bundle?
If you are a community foundation, a national charity, or any tax exempt nonprofit center with chapters or member organizations, we can even provide planned giving microsites at virtually no cost to them. We even have faith-based microsites for parishes and churches that belong to diocese, archdiocese, and Christian community foundations.
All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser (and attorney) who has raised millions.
- Module 1: Planned Giving Website (Beneficiary Designations), Marketing, Outreach
- Module 2: Back Office Operations (instructions and forms you need to formalize your program)
- Module 3: Building Donor Relations (tools, forms and advice)
Did you know that annual gifts and major gifts go up when you have a solid planned giving program in place? The Box is a great place to begin. Want grantors, grantees, sub-grantees and your board to take you more seriously? Follow all of the step-by-step instructions in The Box (The Box is so simply laid out that even an administrative assistant or intern can follow it.) It has all the content and verbiage you need from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.
The Box is also helpful to consultants who want to focus on their practice instead of writing copy.
Purchase the entire Box or each module separately. More.
If you read Giving Tomorrow ™, you may remember an article I wrote last August about The Queen of Soul, Aretha Franklin, who didn’t have an estate plan in place…
Marketing planned gifts is not rocket science. This article is an excellent refresher.
Are you nurturing your donors? One way to do it is by asking them to tell their story. People like to talk about themselves. It’s natural.
Some people in our industry have made planned giving so moribund that they can put a cat on speed to sleep. Vendors included.