Planned Giving Insights and Information

A Case Study in Marketing Personalization

"People prefer -- and often crave -- personalized experiences." – Hubspot Blog Lately, I have been getting calls from clients complaining that their marketing isn’t working. They aren’t getting as many leads as they had expected, they can’t get appointments, or it’s costing them more to get the same results they were getting just a few years ago.

Survey Results: How Do You Market CGAs?

Marketing Your Gift Annuity Program

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.

Improve Your Fundraising Results with One Word, "REFRAME"

There is one little word that can have a profound impact on your fundraising and it might not be the word you had in mind. "Reframe." The formal definition is, “a way of viewing and experiencing events, ideas, concepts and emotions to find more positive alternatives.”