BatchCalcs

Personalize prospect mailings with customized planned gift calculations.

PG Calc’s BatchCalcs service makes planned giving direct mail marketing more effective by automatically adding personalized calculations for each recipient – giving you a fast, easy, and affordable way to create more persuasive postal or email mailings.

The Power of Personalization

BatchCalcs allows you to personalize your mailings and emails to potential donors so they can see exactly how a planned gift would work for them.

 

Improve Awareness

Using a recipient’s personalized information helps them better understand the ins and outs of a planned gift. This leads to better awareness and increases your chances of receiving a gift.

 

Inform Your Audience

Your recipients will receive extremely valuable information, like annual payment amount and the amount and duration of tax-free portion of gift annuity payments.

  BatchCalcs Features

  • Donor's Personalized Information
  • Target Gift Amount
  • Annual Payment or Rate
  • Amount and Duration of Tax-Free Portion of Payments

 

 


What BatchCalcs Deliverables Look Like

Receiving the benefits of BatchCalcs is easy. Just fill out and send us the data input form below. Click the images below to see samples of BatchCalcs deliverables and to download the data input form.

 

Sample Letters

Summary of Benefits

Client Data Form

 

 


What It's Like To Work With Us

We collaborate with you and your team to create personalized messages for your prospective donors. 

 

Collaboration and Design

To get started, we discuss the goals and objectives of the mailing. We will create the copy and design and every piece is customized with your brand and mission.

Data and Personalization

We will need you to provide a spreadsheet of prospects with basic information such as name and birthdate. We will do all of the calculations for each prospect and generate the personalized files for you.

 

 


How Can We Help You?

If you need help attracting new donors and keeping current donors engaged, contact us.
Director of Sales

Contact Dave Wolfe:

888-497-4970 E-mail

Have a question?