1288 Valley Forge Rd. Building 82
(800) 490-7090

12-Month Marketing Plan & Audit

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.

Services include:
  • A meeting to assess your current status.
    DISCOVERY

    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.
    SWOT

    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.
    STRATEGIC TARGETING
    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.
Expect a 3 to 5-hour in-depth conversation over the phone with you and team members.
A face-to-face meeting can also be arranged.
For a more in-depth look at what a marketing audit can do for you,
contact us to arrange an appointment.
Download our most recent white paper to share with your team on the
importance of having a planned giving marketing plan and audit in place.

Share with your board:
The importance of planned giving from a financial perspective, and
The importance of planned giving from a strategic perspective.

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