Donor Surveys Show You Care

Organizations send donor surveys for many different reasons. Often, they are used to fill some holes in your database, for stewardship, or for lead generation. These are all good reasons, but I’ve got an even better one: Send a donor survey to show you care about your supporters, just as much as they care about your mission.

How to Increase Your Planned Giving Leads

There are many ways to increase your planned giving leads. Most clients inquire about their marketing strategy or specific tactics, such as newsletters, emails, ads, inserts, and targeted mailings. While using these self-identifying techniques are an important part of any marketing program, they are only part of the picture.

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

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: