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

Planned Giving Postcards

In a noisy world, get your message heard with planned giving postcards.

  • Postcards are highly targeted. They engage, inform, and raise awareness.
  • They are very flexible: you can direct the reader to a special landing page or a video explaining a gift plan.
  • Concise, streamlined, attractive: they’re a welcome, 30-second read.
  • Postcards are cost-effective. Which means you can get your message out more often (Marketing 101: the more, the better).
  • Planned giving postcards go hand-in-hand with planned giving display ads. They reinforce the message.
  • All together, they motivate prospects to give

How many should I mail a year?

We recommend at least four times a year. The more “touches” the better. Postcards do this economically.

Who do I mail to?

There are acres of diamonds in your database, and we can help you find them. In short, they are your loyal donors.

What topics do you cover?

After a brief meeting, we’ll recommend topics. If you have any in mind, let’s discuss it.

We suggest staying away from esoteric topics such as annuity trusts, lead trusts, the generation skipping tax, etc. Donors who plan on such gift plans are well-prepared ahead of time with their advisors. Mass marketing such gift plans leaves the impression that planned gifts are only for the wealthy. When in fact, they are for the average American.

How do we come up with effective postcards?

That’s our job. We know marketing, we know design, we know planned giving, and we know your prospects. We do it all: planning, content development, design, production – we’ll even drop the cards in the mail.

How about planned giving newsletters?

We can, and we’d be happy to take your money for them, but newsletters are a losing proposition.

Considering a Newsletter ?

  • They all look the same.
  • They are a boring, 30-minute read (if read at all).
  • Go straight in the trash.
  • Require you to edit, work with a vendor and waste scarce institutional resources.
  • Are drearily written by attorneys.
  • Are serious and humorless for complete “blah.”
  • Focus on technical features that alienate your prospects.

In short, they carry a very low return on investment. We feel less than 0.5%.

Postcard Samples


  • Huge return on investment.
  • “Touch” your prospects more often, more effectively, more economically. And “more often” works better.
  • Are easy to produce with little demand on your time.
  • Are professionally written and designed by communications experts and checked by attorneys.
  • Are engaging, friendly and appealing.
  • Focus on the benefits to sell the “sizzle.”