Staffing support for planned giving marketing strategy and implementation
Key objectives for a planned giving marketing program include raising awareness of life income benefits, attracting the attention of potential donors, and moving your prospects closer to making a gift.
PG Calc offers a full range of services to assist charities in establishing or enhancing their planned giving marketing programs, with flexible service offerings running the gamut from fully customized solutions to tactical assistance.
Our services in this area are broad and include the following:
- Build the right contact list from your database for a specific solicitation
- Develop copy
- Manage materials production
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.
Materials production can be a complicated part of developing collateral for some planned giving professionals that know little about layout, best practices in design, and even seemingly small decisions such as choice of paper type. Let PG Calc serve as the point of contact with your production vendor, direct the creative efforts for deliverables such as web design or newsletter layout design, and other work to bring these deliverables across the finish line in support of your strategic marketing plan.