When you market planned gifts, you are trying to persuade people to do something that most of them don’t even want to think about – permanently transfer assets away from their control and that of their families.
Marketing noise: every day the average prospect is inundated with over 2500 marketing messages. In a large city, it’s over 3700. A battle is being fought for the eyes and ears of the world, and in most cases the enemy is an overstuffed mailbox.
Most in philanthropy are not that tech-savvy. And if one does not understand the basics, it’s much too easy to go down a misguided path by taking advice from someone not as much interested in his or her institution’s long-term interest.