Free Resource for Planned Giving Marketing
SMALL-BATCH MARKETING CAMPAIGNS
If you're looking for a friendly, personalized idea to reach and engage longtime, loyal supporters - consider a SMALL-BATCH mailing.
We believe "spray and pray" marketing isn't effective, and seen success with smaller, targeted mailings. It's easier to manage and much more cost-friendly than mass-mailings.
Below is a PDF of our video about Small-Batch Planned Giving Marketing. It has plenty of ideas, how-to's and examples to help you deliver a campaign.
If you you'd like to talk to us about SMALL-BATCH mailings send an email to Claire@pgagency.com and we'll set something up.
Free Resource for Planned Giving Donor Features
LEGACY STORIES
One of our most popular presentations is our Legacy Stories workshop. Since 2019, when we first presented this session at the Lone Star Council of Charitable Gift Planners in Fort Worth, Texas, we've shared workshop to AFP and planned giving groups around the country and on Zoom.
Below is a downloadable guide, full of helpful tips and practical how-to's to make your next planned giving donor feature shine.
You'll also find two handouts you can download: our 3 great questions and tips for repurposing donor stories.
If you do use them, we would love to hear about your experience, so let us know! Send an email to Claire@pgagency.com
Suggested Reports & Deep Dives
Reading is FUND(raise)AMENTAL
There's so much research online and all those reports we "should read" so we've shared a few of them here, for your reading pleasure.
Glean a few tidbits, maybe send them to your boss or board chair, and credit the original source with the links provided below.
Happy reading!
We've worked with nonprofits of all sizes & shapes
