Planned Giving Insights and Information

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Charitable Gift Annuity Marketing Survey Findings - Resources, Policies and Patterns

Posted by Ann McPherson on October 16, 2015

After surveying over 340 organizations on how they market gift annuities, one of the most exciting things we learned was that most organizations saw an  increase in gift annuity donors in the past two years. Whether credit goes to the upturn of the economy, to donors feeling more financially secure (these two facts are related, of course), or some other factor or factors, gift annuity programs are growing again after witnessing a major slump from 2008 to 2011. In this blog post, we dive further into the results from the survey and investigate some of the factors that may have contributed to the increase in the number of new donors.

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Topics: marketing planned gifts, gift annuities, marketing corner

20 Ideas for Marketing Charitable Gift Annuities

Posted by Ann McPherson on September 17, 2015

This summer we asked over 340 organizations about how they market charitable gift annuities. One of the most interesting things we learned were the specific tactics organizations were trying to get the word out.

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Topics: marketing planned gifts, charitable gift annuities, marketing corner

Survey Results: How Do You Market CGAs?

Posted by Ann McPherson on July 17, 2015
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Topics: marketing planned gifts, charitable gift annuities, marketing corner

Marketing Your Gift Annuity Program

Posted by Ann McPherson on June 19, 2015

Without a doubt, one of the questions our consulting clients have asked us most often the past couple of years has been, “How can I improve the results of my gift annuity program?”

There has been much discussion in the planned giving community on this topic. Professor Russell James’s recent research has added greatly to the discourse by highlighting the importance of word choice and phrasing in planned giving marketing messages. It’s exciting to have his academic research available to help us shape how we spread the word about planned giving.

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Topics: marketing planned gifts, marketing corner

5 Takeaways from the Ice Bucket Challenge for the Planned Giving World

Posted by Melissa Roberts on October 4, 2014

Raise your hand if you’ve recently participated in the ice bucket challenge. Raise your hand if you know someone who did. 

Whatever you think about dumping freezing cold water on your head as a fundraising tactic, you have to admit, it was tremendously effective. Since introducing the challenge, the ALS Association has raised over $111 million!

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Topics: marketing planned gifts

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