Exclusive, End-to-End Planned Giving Marketing for Institutional Accounts
Customized integrated print- and web-based solutions and lead generation tools.
PG Campaign is the first choice among national organizations, foundations and large nonprofit centers with chapters or member organizations.
Before contacting us,
For the Small to Medium-Sized Shop
- Module 1: Market Your Program
- Module 2: Formalize Your Operation
- Module 3: Build Donor Relationships
All the smarts you need “in a box.”
Developed by two former Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised millions.
Did you know that annual gifts and major gifts go up when you have a solid planned giving program in place? The Box is where you begin. Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. The instructions are so simply laid out that it carries no learning curve. 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.
Don’t have time to implement it yourself? Work with an approved coach.
Purchase the entire Box or each module separately. More.
[The Box is also helpful to consultants who want to focus on growing their practice instead of reinventing the wheel. It gives you the time you need to manage clients instead of developing content.]
Free bonus: A copy of The Planned Giving Bible™ plus 3 Pocket Guides (and more … over a $300 value).
The Planed Giving Bible: It's the definitive guide to gift planning. It covers the "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your donors.
Planned Giving Websites
A planned giving website for your prospects and one for financial advisors lays the foundation for a successful marketing plan. It provides 24/7 access to your information to fulfill philanthropic aspirations.
Landing pages with digital outreach and interactive tools (calculators) get attention, build trust and convert casual browsers to active visitors.
All have marketing and legally vetted language that explain how gift plans work.
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, marketing materials and brochures* a-la-carte. Or consider our PG Campaign (a customized marketing solution) with a 12- to 36- month comprehensive marketing plan.
Complete Services Sheet [PDF] *Some available in Spanish
We’re In the Business to Help You Succeed.
How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)
Compare Giving Vehicles (online interactive version)
Compare Giving Vehicles (print version)
For the Very Small Nonprofit: A Planned Giving Microsite
Coming soon: Weekly Webinar Series.
Gift Comparison Charts
Side-by-side comparison showcasing features and benefits of each gift plan. Completely branded to your organization.
Internal Case to Market IRAs
Free resources to build support from your boss and your board.
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Year-End Solicitation Letter, and more.
It’s a weekly Tip! (Subscribe for free)
Insiders insights; each a 52-second read.
Sample marketing ideas with visuals.
Learn (for Newbies)
Gift Plan Videos, 21 Steps to Launch a Program, 10 Marketing Tips, and more.
How does the IRA Rollover (QCD) work? Should I accept real estate? How often to mail? What motivates a donor to give? What makes her stop giving?
How to Launch a Planned Giving Program
21 Simple steps to success.
So, What’s In a Name? Plenty — especially when it comes to naming your legacy society. Choose the wrong name, and you’ll struggle to attract (let alone keep) members. Choose the right name, and your membership will grow and thrive.
The relationship between fundraisers and potential donors is like dating. And, just like the dating world, in fundraising, there are duds, and there are keepers. Which kind of fundraiser are you?
In today’s economic environment, a legacy planned giving initiative helps you tap the hidden enormous potential of your loyal donors and transform the growth trajectory of your organization.
“I wonder how many churches and charitable organizations realize that community is one of the greatest gifts they have to offer … and these things are so valuable that people are willing to make their resources available to sustain them. Fundraising must always aim to create new, lasting relationships.”