While there are any number of best practices all planned giving programs are wise to consider, your program is likely to benefit most from custom solutions that best represent the nature and mission of your charity and the interests and needs of your donors and prospects.
 
PG Calc consultants can provide well-developed insight into and practical advice about everything from strategic marketing plan development and tactical implementations to lead generation techniques and the establishment of metrics with which to gauge your success.
 
Strategic planning
We’ll help you determine who your most likely planned gift donors are, as well as the marketing implementations you’ll need to reach out to them, how you translate those efforts into real prospects, and how you can accelerate and enhance your close rate.
 
Lead generation
We’ll help you determine the lead generation tactics that you should employ for your particular program, be it quarterly newsletters, monthly emails, or Web-based lead generation tools. If your organization doesn’t have the required marketing resources, we’ll step in to write custom copy for your website, newsletter, or email campaign, direct the creative efforts of deliverables such as web design or newsletter layout design, and serve as point person with vendors with whom you work to deliver these final deliverables.
 
Direct marketing
Once you have identified leads to work with, it can be highly productive to interact with these particular prospects through direct marketing channels. To be sure, a greater investment of time and resources should be made in direct marketing as these campaigns are more specifically targeted. You may elect to use postal-based direct mail or perhaps send a targeted, personalized mailing to this audience. We can help you figure out what makes the most sense for existing leads.
 
Deliverables in this particular consulting area may include among others:  

• Strategic plan generation
• Goals establishment in terms of measurable metrics and measurement of established goals
• Copy development for any number of deliverables, including newsletters, emails, and websites
• Guidance on the effective use of lead generation and direct marketing tools