Improve my planned giving marketing

Bring up marketing to planned giving managers, and you’ll hear the same thing from many of them:

“The success of our program is directly dependent on the marketing we do to support it. I only wish we did a better job.”

If you share those sentiments, you’ll be pleased to know that PG Calc can strengthen your marketing efforts in a variety of ways.

We have experienced marketing consultants who can provide in-depth evaluation of your current marketing efforts and strategize with you about ways to refresh and expand the reach of your program. They’ll help you address such questions as:

  • What are the best practices in planned giving marketing that I should incorporate into my own program?
  • How do I prepare a strategic planned giving marketing plan?
  • How do I segment my database to target those most likely to make a planned gift?
  • What can I do to ensure a better response to my direct mail program?  My website?

Also, we’ve built a group of lead generation tools you can use to encourage potential donors to explore your planned giving program. They include the following:

GiftCalcs – a web-based calculator that provides deduction calculations for all of the planned gift types that your organization accepts.

GiftStory – a series of multi-media presentations designed to educate your prospects on various gift plans and motivate them to support your organization through a planned gift.

GiftGuide – a web-based tool that walks existing donors and prospects through a series of questions in plain language and, as implied, guides them to an ideal gift solution for their needs.

BatchCalcs – an automated way to make your planned giving mailings more effective by including personalized calculations in each prospect letter or email.

For more information and pricing parameters, please call PG Calc toll-free at 888-497-4970 or send us an email.

"Much of the success our charitable gift annuity program can be traced back to PG Calc's expertise and support. Our donors don't know PG Calc, all they know is we address their concerns quickly and accurately. We know PG Calc is behind the scenes helping make it possible."

Andy Mantione
Director of Planned Giving
Our Lady of Victory Homes for Charity

 

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