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Simple Gifts to Market This Year

beneficiary designations, life insurance, securities, CD, bank accounts

Over 90% of planned gifts are beneficiary designations.

By simply promoting beneficiary designations to your prospects, your organization will grow. [Here’s a Beneficiary Designations Gift Planning Toolkit you can use.]

Why? They are simple to give, easy to arrange, and usually do not require an attorney.

Mail at least 4 postcards on beneficiary designations this year. Do not try to get creative with award-winning designs. Just get the word out. It is so easy.

Beneficiary designations can take multiple shapes, including:

  • Cash
  • Appreciated Securities/Investments Fund Accounts
  • United States Savings Bonds
  • Bank Accounts
  • Jointly Held Accounts
  • Life Insurance
  • IRAs
  • CDs

Any person who cares about your mission — rich or poor, educated or not — can easily make these kinds of gifts.

Again… By simply marketing Beneficiary Designations, you will see both your organization and your career grow. Without any hassle.

It’s the most ridiculously easy and blazingly fast way for you to get the word out about the easiest, most popular planned gifts.

By the way, before haphazardly developing any planned giving marketing tools, you should begin with a 12-Month Marketing Plan. This will be your road map to success. You should also learn how your basic planned gifts work (you do not need to be a lawyer). Read about gift planning vehicles.

PS: I love the world of planned giving. Here's how I got into it. How about you? Let me know on LinkedIn.

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