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.
Landing pages with digital outreach (e-broadcasts) is the way to get attention and convert casual browsers to active visitors.
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.
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.
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.
That canned “planned giving newsletter” you’re paying for is viewed by your recipients as a “death brochure” and is going right into the trash. Spend your money wisely. (By Tom Ahern)
The Gala Gambit: How Much Did Your Donor Event Really Cost? It’s no secret that some fundraisers rely on elaborate gimmicks to separate money from donors’ wallets. In a Disney…
Women hold a large percentage of this nation’s wealth, yet most don’t have an estate plan. Show those who care about your mission the value of estate planning, and they’ll be encouraged to include a charitable gift to you. Simple … donor and attorney friendly … and to the point.
Catholics are uniquely at odds with the accumulation of personal wealth. Perhaps, it is because the Gospels and the Acts of the Apostles suggest a vocational lifestyle of communal frugality…