Part of Your Team
You want to be out and talking to prospects. Don't let marketing get in the way. Partner with us and you'll have an expert marketing team actively working to increase awareness of your planned giving program.
We hold twice annual brain-storming sessions with you to identify goals, share best practices, provide direction, and discuss potential improvements to your marketing initiatives.
Analysis and Reporting
We put great emphasis on reporting, analysis and recommendations for all your marketing efforts. Both those internal and those in collaboration with PG Calc. Improving your program is our goal.
Strategy and Analysis Features
- Analytical Approach
- Expert Advice
- Analytics Provided Quarterly
- Bi-Annual Strategy Review
What It's Like To Work With Us
We do this all day, every day, and know what it takes to run a successful planned giving marketing program. We can help you make sound strategic decisions about the future of your program.
We will have strategy sessions with your team to identify goals and provide direction for your marketing efforts. Here there are no bad ideas. It’s a free exchange of marketing intelligence to help you set priorities and improve all marketing initiatives.
Recommendations for Improvement
We discuss how your campaigns are performing, and compare results to what we see in the industry. Our marketing reports are not a data dump. We deliver an executive summary of data with analysis and recommendations to improve your program.