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Planned Giving Marketing


Reach and engage your top propsects with authentic otureach

Does your marketing lead to real donor conversations?

We'd love to show you how modern marketing strategies lead to more conversations with your nonprofit's longtime, loyal supporters. Your goals and  budget come first. Set up a complimentary call now. We'd love to meet you.

SET UP A CALL

"If you try to reach everyone, you'll reach no one."


Kivi Leroux Miller, author of The Nonprofit Marketing Guide

Smart, well-tailored marketing

We've seen many "spray and pray" campaigns. Email/direct mail to a mass prospect list, praying someone connects. As top nonprofit expert Kivi Leroux Miller warns, "try to reach everyone and you'll reach no one."


We believe that. We produce smart, well-tailored outreach perfectly suited to your supporters. We specialize in small-batch outreach. It gets results. 


We handle the full array of marketing. Legacy brochures, essential back-end forms, websites. Newsletters, surveys, videos and more.


We also offer consulting to sharpen your message and reach the right people. Unlike big firms, we never use templated campaigns or bloated packages. 


Start or re-start your marketing today. Let us help you grow BETTER!

Do you have a few minutes?

Want to talk about your project? Let's set up a time to chat. We're here to listen, because we're your friends in planned giving!

CONTACT US
Authentic outreach begins here.

Discover the power of SMALL-BATCH marketing campaigns.

With e-mail open rates dropping and blah ROI for generic mass marketing, we're seeing success with SMALL BATCH mailings to highly-defined prospect groups. We'd love to help your marketing shine -authentically & within your budget! 

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Full Service PLANNED GIVING MARKETING

Planned giving ESSENTIALS

Update a planned giving BROCHURE

Update a planned giving BROCHURE

Brochure.Gift intention form. Advisor guide. Ways-to-Give pages. Endowment list. Legacy preference form. All this and more are the planned giving essentials for your prospective planned giving donors.

Update a planned giving BROCHURE

Update a planned giving BROCHURE

Update a planned giving BROCHURE

You may already have a basic planned giving brochure. We can update that brochure and give it new life. Or start from scratch, with a variety of styles and structure. Whatever you need, we can help make it happen. Fast!

INSIDER & LEGACY newsletters

Update a planned giving BROCHURE

Cost-friendly WEBSITE content

Newsletters can inform and inspire your longtime, loyal supporters. Our newsletters speak to planned and major gift prospects with completely customized content and lively features with warmth and style.

Cost-friendly WEBSITE content

Personal SURVEYS with strong ROI

Cost-friendly WEBSITE content

What's on your website? Donors considering a planned gift love your mission, does your site reflect that? We can help you elevate your in-house website or provide turn-key planned giving website solutions.

Personal SURVEYS with strong ROI

Personal SURVEYS with strong ROI

Personal SURVEYS with strong ROI

Our surveys are budget-friendly, SMALL BATCH, with solid results. Our happy clients include Parkland Health Foundation, School for Advanced Research, Indiana 4H Foundation and more.

Planned giving for your EVENTS

Personal SURVEYS with strong ROI

Personal SURVEYS with strong ROI

Raise the visibility of your nonprofit's planned giving program and legacy society at reunions, conferences, volunteer luncheons and other events. Be ready for the next event by planning today. 

STEWARDSHIP presentations

You'll love your handy KW POCKET PAL!

STEWARDSHIP presentations

When you host a lunch & learn or other stewardship event, we can create a custom presentation tailored to your donors. Let them see how anyone can be a philanthropist and make a meaningful planned gift.

Planned giving VIDEOS

You'll love your handy KW POCKET PAL!

STEWARDSHIP presentations

We create videos for your website, board meetings, lunch and learns and more. We can show you samples and provide you with a very reasonable cost estimate. Our turnaround time is pretty quick, too. Get in touch and let's chat.

You'll love your handy KW POCKET PAL!

You'll love your handy KW POCKET PAL!

You'll love your handy KW POCKET PAL!

Named for planned giving expert Kent Weimer, who requested a greeting-card sized brochure to keep in his jacket pocket, ready to share with Parkland Foundation supporters at events and donor visits.

Looking for new ideas? Let's dive in.

Set up a call. I'm sure we'll get along swimmingly.

SET UP A CALL

"Why didn't she leave something to the museum?"


She never knew your nonprofit was an option.

Reach your top planned giving prospects.

Let us help you with thoughtful, authentic marketing & outreach projects that are surprisingly affordable.

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The Planned Giving Agency, LLC

Copyright © 2025 The Planned Giving Agency. Content is educational, not intended as legal advice.

THE PLANNED GIVING AGENCY, LLC

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