For organizations that feel satisfied with their strategic direction and marketing plan but need help with tactical execution for direct marketing activities and defined campaigns, PG Calc provides expert-level support to every phase of a direct marketing campaign, including identifying the right prospects, developing the right copy, defining the series of events from first contact to last follow-up, and supervising the design process.

PG Calc is a proponent of direct marketing. We maintain that many organizations spend too much time trying to find new leads and too little time cultivating the leads they have and trying to move them closer to a planned gift.  A greater investment of time and resources should be made in direct marketing, as these campaigns are more specifically targeted to individuals that are on your radar as a likely planned giving prospect and thus more likely to yield positive results.

Our consultants can advise on the effective use of direct marketing methods and tools and work with you to establish metrics for a given direct marketing campaign. 

PG Calc’s services in direct marketing are broad and diverse, but organizations might find particular benefit in these defined projects:

• Cultivation and Solicitation Planning for a Targeted Audience.  Look at your database through the lens of an experienced planned giving consultant. A few standard reports can reveal a lot about your planned giving donors. PG Calc will review the data demographics to determine the appropriate audience for different planned giving options. Recommendations for target marketing include the associated marketing vehicles and frequency.
  
  
• Additional Marketing Services. 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 for deliverables such as web design or newsletter layout design, and serve as point person with vendors with whom you work to bring these deliverables across the finish line in support of your strategic marketing plan.

Taking advantage of our other marketing services can help as well. In particular we can work with you to build the right contact list from your prospects for a specific solicitation, assist you in developing the copy and supervising the design of the materials,  serve as point of contact with your production vendors, and more.