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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How To Move Your Planned Giving Program Forward in the Next 10 Minutes

How To Move Your Planned Giving Program Forward in the Next 10 Minutes

  Pick up the phone and call your top planned giving prospect.   Don’t know what you’ll say? Then review their history to determine what your strategy should be.   Don’t know who your top prospect is? Then go throu gh your list to identify the top ten planned giving prospects. Don’t have a list? Then screen your donor database based on FLAG – frequency, longevity, age, and gender to create a list of 100 prospects.  

Where's Your "Why?" - Simple Rule for Planned Giving Marketing

Where's Your

Karen Osborne conducted a webinar for PG Calc on Strategic Storytelling and its role in planned giving marketing in April. Some of you may have attended it, but for those who didn’t here’s something to consider. Citing inspiration from a Simon Sinek TED talk, she stated, “your ‘why’ story has to come before what you do and how you do it. What societal problems are you solving? What impact have past investments made? What do you envision going forward?” It’s easier to tell the “why” story in person, but smart planned giving marketing messages should tell the “why” story as well. Your planned giving communications should include the following: