12-Month Planned Giving Marketing Plan

Typical Plan Summary (PDF) 

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.

  • A meeting to assess your current status.

DISCOVERY
Evaluation team includes seasoned fundraisers who have 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.

 

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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.
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Unit 1501
Tampa, FL 33606

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