Suggested Packages

We only sell you the marketing that you need.

No planned giving program is the same, so why should your marketing program be cookie cutter? Pick and choose from any of our suggested packages that fit your specific needs. Or build your own package.

Complete Freedom

Don’t settle for a canned marketing program when your can narrowly tailor a program that fits your needs. At PG Calc, you can use one of our suggested packages, or create your own custom package. Pick and choose only want you need, and add to it as your needs grow. We want to make sure you have flexibility and freedom to fulfill your marketing objectives.  

 

Website Only

A planned giving donor-focused website includes the following:

  • Hosting – maintain and host a planned giving website
  • Website Platform – Personal secure login to our content management system to access your site and make changes to content and images
  • Strategy Sessions – Semi-annual one-hour telephone strategy sessions
  • Metrics & Reporting – Quarterly website reporting and analysis
  • Search Engine Optimization - Best practices of SEO will be applied to each web page
  • Smart Landing Pages – Dedicated and measured website landing pages for your direct mail or email campaign
  • Wills Guide (print ready) – Downloadable print ready brochure on Wills and estate planning
  • Website Content-All Gifts – Current planned giving content on all charitable gift types, asset classes, and related issues
  • Online Brochures-All Gifts – Downloadable PDFs, each with information on a charitable gift vehicle or asset type
  • GiftCalcs – An interactive online calculator for all gift types
  • Find Best Gift – An interactive quiz guiding prospects to a gift solution

If this is a perfect fit for you, just let us know, and we'll forward a final price.

ALLGIFT

This package includes the following:

Website

  • Hosting – maintain and host a planned giving website
  • Website Platform – Personal secure login to our content management system to access your site and make changes to content and images
  • Strategy Sessions – Semi-annual one-hour telephone strategy sessions
  • Metrics & Reporting – Quarterly website reporting and analysis
  • Search Engine Optimization - Best practices of SEO will be applied to each web page
  • Smart Landing Pages – Direct mail or email campaign dedicated and measured website landing pages for your direct mail or email campaign
  • Wills Guide (print ready) – Downloadable print ready brochure on Wills and estate planning
  • Website Content-All Gifts – Current planned giving content on all charitable gift types, asset classes, and related issues
  • Online Brochures-All Gifts – Downloadable PDFs, each with information on a charitable gift vehicle or asset type
  • GiftCalcs – An interactive online calculator for all gift types
  • Find Best Gift – An interactive quiz guiding prospects to a gift solution

Direct Mail

  • Two Promotional Mailers – Camera ready and branded
  • One Promotional Postcard – Camera ready and branded

All print collateral comes with design, copy, and comes print ready and branded with mission. Printing and postage are not included.

If this website and direct mail push is the right fit for you, just let us know and we will forward a final price.

ALLGIFT+

This package includes the following:

Website

  • Hosting – maintain and host a planned giving website
  • Website Platform – Personal secure login to our content management system to access your site and make changes to content and images
  • Strategy Sessions – Semi-annual one-hour telephone strategy sessions
  • Metrics & Reporting – Quarterly website reporting and analysis
  • Search Engine Optimization - Best practices of SEO will be applied to each web page
  • Smart Landing Pages – Direct mail or email campaign dedicated and measured website landing pages for your direct mail or email campaign
  • Wills Guide (print ready) – Downloadable print ready brochure on Wills and estate planning
  • Website Content-All Gifts – Current planned giving content on all charitable gift types, asset classes, and related issues
  • Online Brochures-All Gifts – Downloadable PDFs, each with information on a charitable gift vehicle or asset type
  • GiftCalcs – An interactive online calculator for all gift types
  • Find Best Gift – An interactive quiz guiding prospects to a gift solution

Direct Mail and Email

  • Two Promotional Mailers – Camera ready and branded
  • One Promotional Postcard – Camera ready and branded
  • One Print Newsletter – Camera ready and branded
  • Two Follow-Up Emails – Branded in HTML and broadcast-ready

All print collateral comes with design, copy, and comes print ready and branded with mission. Printing and postage are not included.

 

Planned Giving Manager

This package includes a primary copy of Planned Giving Manager (PGM) software at no additional charge. We are pleased to waive your set up and annual services fees for your primary copy of PGM as long as you remain an AllGift+ client. A savings of $1,990.

If this marketing package is the right fit for you, just let us know and we will forward a final price.

Make Your Own Package (Custom)

If our suggested packages do not fit your needs, make your own. You can mix and match to create a custom planned giving marketing package. Please see the below listing of marketing available.

  • AllGift Website
  • Promotional postcards (branded and camera-ready)
  • Promotional self-mailers (branded and camera-ready)
  • Fulfillment brochures (branded and camera-ready)
  • eNewsletters (branded and HTML broadcast-ready)
  • Follow-up email for direct mail (branded and HTML broadcast-ready)
  • Print newsletters (branded and camera-ready)
  • Insert buckslips (branded and camera-ready)
  • Sell Sheets (branded and camera-ready)

All print collateral comes with design, copy, and comes print ready and branded with mission. Printing and postage are not included.

When you have finished putting together your custom package, just let us know we will forward a final price.

What It's Like To Work With Us

We know that every planned giving program is unique. That's why we'll work with you to create the perfect package of marketing services.

 

No Limits

There are no limits to the packages you can create with our marketing services. Pick out the services that best work for you and we'll come up with the perfect package.

Recommendations

Don't know where to start with planned giving marketing? We'll give you an idea of the best areas to focus your efforts.

 

 


How Can We Help You?

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

Contact Andrew Palmer:

888-497-4970 E-mail

Have a question?