If you do not have a formal planned giving marketing plan, this all-inclusive audit and report will get you started immediately. It is your roadmap to guide, build, and sustain your program for years to come.
Use this report internally, or with any other planned giving marketing vendor. If you use it with PlannedGiving.Com, you will receive a 15% credit towards our results-driven marketing services.
- A meeting to assess your current status.
Evaluation team includes Stuart Sullivan and Meredith Sossman, Esq., CFRE, who have raised over a billion dollars. Both are seasoned fundraisers who have significant experience structuring and raising leadership and planned gifts.
- An evaluation of your current marketing content.
SNAPSHOT OF CURRENT OUTREACH
We’ll review all the communications pieces your organization puts out. This includes newsletters, donor appeals, pamphlets, electronic broadcasts, social media and online presence.
- A marketing assessment report.
The report will provide a bullet-point summary of your strengths; your weaknesses; opportunities for growth, and threats/challenges anticipated; a detailed explanation of the assessment of your current program.
- Recommendations for immediate steps.
IMMEDIATE ACTION PLAN
The SWOT analysis will provide direction for development of strategies for marketing programs which can be implemented immediately.
- A list of all the tools you will need.
REQUIRED TACTICAL RESOURCES
This includes back-office forms, personal illustration forms, legacy society forms, conversation starters, donor relationship forms, etc. This is a list only; the actual forms can be purchased separately.
- Assessment of other needs.
DYNAMIC PLAN DEVELOPMENT
Establishing a legacy society? Improving (or beginning) regular board meetings? Developing a social media and internet presence? It’s all there.
- Setting up a gift acceptance policies.
ORGANIZATIONAL PROTECTIVE MEASURES
Development of guidelines and policies for your gift acceptance policies based on organizational moral and ethical compass, mission directives, safety and legal measures, etc.
- Marketing to advisors.
An evaluation to determine whether — and when — you should reach out to advisors.
- Plans for going forward.
DIRECTIVES FOR SUSTAINABILITY
A roadmap for the next 3-5 years.