National Estate Planning Awareness Week

And in the planned giving world, National Estate Planning Week is one of the most important marketing weeks of the year.

Why? Because it’s an opportunity to engage your audience with helpful information about the importance of creating a will. You’re helping the people who help you—and when they’re trying to figure out what to do with their 401k, beach house or art collection, or the remainder of their savings account, you’ll be top of mind.

Because we’re committed to your success, we’ve put together a collection of free emails, social media posts, and website content that you can use as part of your marketing efforts. Did we mention that they’re free? And they’re not just run-of-the-mill, boilerplate templates. This is premium content that we’re providing free to get you on the fast track to a thriving planned giving program. It’s also highly adaptable.

National Estate Planning Week is the perfect opportunity to connect with your organization’s supporters. But don’t just make it a once-and-done touch point: We strongly recommend that you make this a coordinated marketing campaign with multiple messages and touchpoints. See our recommendations below.

And if you really want to drive home the message, coordinate the free campaign materials below with a targeted direct mail postcard campaign. Contact us to get started today!

Your Next Steps

1. Review the marketing content in our Outreach Section to determine what fits your organization’s marketing strategy best. We encourage you to have 2-3 touchpoints at a minimum. You can pick all emails, all social media posts, or adopt a hybrid approach. Concentrate your messaging where your supporters respond the best.
2. Schedule your content to go out now or between October 17th – October 23rd.
3. If you need graphics or brochures customized or would like to map out your game-plan, feel free to schedule a time with us.
4. Keep in mind that all of the planned giving content we’re providing can be adapted to any medium. You could even create your own print campaign (but we could create one with you that’s even more effective!).