Lead Generation

Raising awareness of planned giving, attracting the attention of potential donors, and moving your prospects closer to making a gift are key marketing objectives. Our lead generation tools are designed to help you do all of the above. We’ll show you how to incorporate them into an integrated marketing effort.

PG Calc lead generation tools include:

  • GiftCalcs - a Web-based calculator for use by your Web visitors that provides deduction calculations for all
    planned gift types
  • GiftStory – a series of organizationally branded multi-media presentations on 10 popular subjects to educate your prospects on gift plan
    options
  • GiftGuide - a cluster of interactive Web tools that educates and cultivates planned gift prospects  
  • BatchCalcs - an automated way to make your planned giving mailings more effective by including personalized calculations
Feature/Product BatchCalcs GiftCalcs GiftStory GiftGuide

Personalized calculations for more effective planned giving postal and emails

     
Web-based calculator that provides deduction calculations for all planned gift types  
 
Online multi-media presentations to educate your prospects on gift plan alternatives    
Multi-media presentations for email or download to laptop or CD    

Online descriptions for different types of gifts and assets

     
Gift recommendations from online Q&A session with donor      

Ability to customize to match your website

 

Ability to customize to match your gift acceptance policies

 
Sample Sites        
Plus - customizable to match color scheme of your website  
Integrated - full look and feel of your website  
Additional Information        
Overview
Frequently asked questions    
Full description of features
Pricing that fits your budget
Purchase  

Beyond lead generation tools, we also offer lead generation help in other ways. If your
organization doesn’t have the required marketing resources, for example, you can turn to us to draft copy for your website, newsletter, or email campaign or to direct the creative
development process for web design and newsletter layout design. We’ll even interact with the vendors with whom you work to make sure your deliverables are first-class.
 

"Adding an interactive feature like the planned giving calculator has made our website a much more useful and interesting destination for potential donors and affiliated professionals alike. Given the increasing number of Web-savvy alumni amongst our constituents, it's nice to know that we are providing them with a critical tool for helping to evaluate various planned gift options." 

Chris Yates
Director of Planned Giving
Stanford University

 

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