PG Calc Blog

The latest on planned giving from PG Calc.
Read our posts for comments on the latest topics and issues in planned giving. We hope you find our posts timely and interesting, and we hope you'll share your perspective with us!

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The Marketing Funnel – An Effective Means to Increase Legacy Society Participation

There is a harsh reality when it comes to raising funds from bequests: Very, very few of a charity’s supporters will leave a bequest to the organization. This includes loyal annual fund donors, donors with the greatest capacity, committed volunteers, and even board members. Most will just not do it! What is a gift officer to do who has metrics to meet for new legacy society participation? The answer is to be cultivating “the right donors.” And just how does a gift officer determine who are “the right donors?”

Don't Forget Your Donors This Holiday Season

Don't Forget Your Donors This Holiday Season

Good donor stewardship is important the year round. For our planned giving donors, however, stewardship can be even more important during the holidays. At this time of year, the loss of family members and friends, or the fact that they live far away, is felt more keenly. Likewise, physical changes may keep older donors from enjoying their traditional celebratory activities. All of which means a remembrance from you and your organization will be especially appreciated.