Planned Giving Marketing

You Don’t Have to Learn Another Language to “Get” Planned Giving.

In a world where your average prospect is inundated with over 3,500 marketing messages a day, an important element to getting your message heard is to make it simple. Overly-simple.

But there’s more. A lot more. Here’s everything you need to know about planned giving marketing.

Learning Objectives and Take-Aways

What works, what doesn’t.
How to cut through the noise and make your message heard.
Direct mail vs. electronic mail. The answer will surprise you.
A simple 12-month marketing calendar you can start using immediately.
The 21 “touch” approach?
How to get 90% of the gifts with 10% of the effort.
Using humor without being crass (i.e., lacking sensitivity, refinement, or intelligence).
Why storytelling is a powerful marketing tool.
You can’t deposit “likes” into your bank account (i.e., Social Media).
How to assess if your marketing is too edgy.
Learn how to communicate about essential planned giving vehicles.
Find out which planned gifts offer the best ROI.
Free downloads, including Board Member Pocket Guide and 10 Elevator Pitches.
The bad news: the way you think is different than the way your prospect thinks.
Examples, examples, examples! All real world stuff to inspire you, and your donors.

For many, planned giving is, at worst, an ominous topic, and at best, a boring one. But Viken makes planned giving interesting, relevant, informative, and even humorous.

Planned giving speakers are often dry enough to put a cat on speed to sleep. They talk about software and the technicalities of gift vehicles. Not so in this webinar. This presentation is practical, will inspire action, and comes with a 100% no-snoozefest guarantee.

Expect to take copious notes.

WHO SHOULD ATTEND