Here are some typical situations where the BatchCalcs service can add valuable impact to a prospect mailing.
- Fall mailing to all existing gift annuity donors
It is early fall and you want to send a mailing to all of your organization's several hundred gift annuity donors. The letter will thank each donor for his/her past generosity and encourage the donor to fund another gift annuity. You want to include the specific charitable deduction and annuity rate each donor would get if the donor made a $10,000 gift before the end of the year. You can extract one or two annuitant birthdates from your donor database for each prospect, depending on whether the donor is married. As a variation, you might want to use each donor’s last gift as the target amount for their letter.
- Semiannual mailing to gift annuity prospects
Twice a year you send a mailing to a list of several thousand gift annuity prospects. The prospects are selected based on their age and past giving history. The letter thanks each donor for his/her past generosity and encourages the donor to consider funding a gift annuity. This time, you want to include the specific charitable deduction and annuity rate each donor would get if the donor made a gift for a target amount before the end of the year. You can extract annuitant ages and a target amount for each prospect from your donor database.
- Mailing to deferred gift annuity prospects
You have identified a group of nearly 500 consistent annual donors to your organization who are 55 to 65 years old. You would like to send them a mailing on the deferred gift annuity that includes the charitable deduction and annuity each of these prospects would receive if they were to fund a deferred gift annuity today and defer payments for five years. You can extract the annuitant birthdates you need from your donor database.
- Campaign mailing to charitable remainder trust prospects
You want to send a mailing to a list of several hundred charitable remainder trust prospects that have been identified by a capital campaign screening process. You want to include the specific charitable deduction each donor would get if the donor funded a 5% charitable remainder unitrust with a target amount before the end of the year. You can extract the birthdates and target amount to use for each prospect from your donor database.
- Annual mailing to donors to a large pooled income fund
Your charity has a large pooled income fund that still receives quite a few additions each year from its existing participants. You want to send a letter to the fund's participants that encourages them to add to the fund. You want the letter to include the specific charitable deduction each donor would get if the donor added $10,000 to the fund. You would like to base deductions on the birthdates associated with each donor's most recent gift to the fund. This information is available from your organization's gift administration service provider, which uses PG Calc's Pooled Fund Organizer software to administer its clients' pooled income funds.
