Building awareness for planned giving is easier and less expensive than ever

iMarketSmart

Promoting planned giving doesn’t have to be expensive. If you have traffic on your website, you have a chance to promote planned giving for pennies per click. Related Posts: >>Why you don’t need to update your planned giving web pages as much as you might think. >>The

Plan 59

Proof that planned gifts increase annual giving revenue

iMarketSmart

What he found was the following: The average annual gift among those studied increased by 75% ($3,171) after making a planned gift. Recommendations. >> 7 Simple Lessons to Remember from Dr. Russell James About Planned Gift Marketing. >> Words That Work: Phrases that Encourage Planned Giving.

Plan 85

Your planned giving offers need to change

iMarketSmart

Related Posts. >> 9 content offers that work well to generate planned giving leads. >> The Ultimate Planned Gift Marketing Strategy (4 simple steps). >> How to Generate More Planned Gifts with Less Money and Reduced Resources. It can’t only be about death and taxes.

Plan 67

5 questions to ask your planned giving marketing vendor

iMarketSmart

How many highly qualified planned giving leads did you generate for my nonprofit last year? The post 5 questions to ask your planned giving marketing vendor appeared first on MarketSmart | . Fundraising Planned Giving best practices for planned giving Lead generation for planned giving nonprofit marketing planned giving acquisition planned giving programs for nonprofits

7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter

iMarketSmart

I know, I know… you love your planned giving newsletter. We need to blanket the prospects that have high-planned giving scores. There ARE instances when MarketSmart recommends a planned giving newsletter. That’s my kind of planned giving newsletter.

Plan 77

7 common major gift marketing mistakes you should avoid this year (including planned gift marketing)

iMarketSmart

The post 7 common major gift marketing mistakes you should avoid this year (including planned gift marketing) appeared first on MarketSmart | . Believing that you are imposing on your supporters by asking them for money. Remember, they want to give.

Plan 86

Most planned gift prospects don’t ever want to meet you

iMarketSmart

Most planned gift prospects actually don’t ever want to meet you. They want to plan their gift on their own because they think they don’t need your help. If not, you need a plan. Then you’ll be able to help them make their planned gift.

What planned and major gifts officers can learn from Shark Tank

iMarketSmart

The post What planned and major gifts officers can learn from Shark Tank appeared first on MarketSmart | . I love Shark Tank , the reality TV show that features a panel of potential venture capitalists (“sharks”) evaluating aspiring entrepreneurs product/business ideas.

Plan 71

12 Fundraising Questions Major and Planned Gift Officers Should Be Asking

iMarketSmart

The post 12 Fundraising Questions Major and Planned Gift Officers Should Be Asking appeared first on MarketSmart | . Everyone says the number one reason why people give is because they were asked.

Why failing to focus on major and planned gifts can be so dangerous

iMarketSmart

For fundraisers, their organizations’ major and planned gift supporters represent Pareto’s “20%”. Greenfield, once wrote in one of his books that it costs only pennies on the dollar to generate major and planned gifts.

Plan 98

Want more planned gifts? Focus on why not how

iMarketSmart

There are a whole bunch of so-called “marketing companies” out there that say they help nonprofits get more planned gifts. Here’s the problem with this is: Planned gift websites don’t get much traffic (rendering them relatively useless). So, absent a solid cultivation marketing plan devised to drive traffic to your PG pages, you won’t yield much in terms of a return on your investment. Check out our free webinar: How to Achieve Planned Giving Success Online.

Plan 48

14 things you must know about your donors to win major gifts (including planned gifts)

iMarketSmart

Here are 14 things you must know about your donors if you want to raise major and planned gifts (13 of which can be obtained from a donor survey ): 1- Why do they care about your nonprofit’s mission?

Plan 75

A Brilliant Stewardship Plan for Legacy Society Donors From Down Under

iMarketSmart

A while back on my LinkedIn Group (Major and Planned Gift Marketers) , Sharon Wangman outlined a stewardship plan for Legacy Society donors/members. You need to have a ‘bequest communication plan’ in place. ”. So, this plan might not work for you and your nonprofit.

Plan 67

7 Planning Steps for a Short Annual Report

Kivi's Nonprofit Communications Blog

You have to spend more time planning it. The post 7 Planning Steps for a Short Annual Report appeared first on Kivi's Nonprofit Communications Blog.

What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?

iMarketSmart

I’m not sure the old-fashioned estate planning seminars really work to generate legacy gifts. I think this is a much better, strategic offer than a crusty old estate planning seminar. Recommendations. >> 10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects. >> Visual Planned Giving eBook: An Introduction to the Law & Taxation of Charitable Gift Planning by Dr. Russell James J.D.,

The 2016 Nonprofit Fundraising Strategic Plan Guide

EveryAction

For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them.

Guide 112

How to use a blog to generate planned giving gifts.

iMarketSmart

But how are nonprofits using blogs to generate planned gifts? Let me know if I’m wrong about this, but I think it’s safe to say that we are the first firm to develop a new blog for a non-profit with a serious strategy for planned giving lead generation and cultivation.

Your 3-step plan to get 100X more revenue

iMarketSmart

The post Your 3-step plan to get 100X more revenue appeared first on MarketSmart, LLC |. Most money is not cash. According to the Wall Street Journal , people put their wealth in lots of places, but not in liquid assets.

Plan 55

15 telephone call don’t’s for major and planned gift fundraisers

iMarketSmart

15 telephone call do’s for major and planned gift fundraisers. 5 potentially big problems related to telemarketing for planned gifts. The post 15 telephone call don’t’s for major and planned gift fundraisers appeared first on MarketSmart |.

Plan 77

Why you don’t need to update your planned giving web pages as much as you might think

iMarketSmart

Your planned giving web pages don’t need to be updated “with the latest tax laws.” Planned giving pages sold by outside vendors are microsites while your organization’s main online presence is a website. They should not be used primarily to “inform” supporters about planned giving since doing so makes it more likely that they will not involve you in the decision-making process. Traffic on most so-called planned gift marketing vendors’ microsite pages is very low.

RIDDLE: How do you measure the success (or failure) of your planned giving program?

iMarketSmart

I was speaking with a client recently about the success he’s been experiencing with our software and strategies when he asked a really great question: “How can I measure the success of my planned giving program in comparison to others?”

Using Story Arcs to Plan Your Communications

Kivi's Nonprofit Communications Blog

Are you telling a bunch of great little stories in your communications that don’t really seem to add up to much? You are likely missing a larger story arc. I’ll be speaking at the 2016 Nonprofit Storytelling Conference in Chicago in November (early bird registration ends this Friday!).

Do major gift and planned gift staff need “sales managers”?

iMarketSmart

I think every nonprofit with major gift and planned gift staff needs a structure that yields accountability metrics that have been proven effective in the private sector. Related Posts: >>What Activity Metrics You Should Measure for Effective Long Term Planned Giving Marketing. The post Do major gift and planned gift staff need “sales managers”? Sales managers? But we don’t sell anything! Actually, you do! You’re selling value.

Sales 37

What to do about planned gift marketing when you don’t know what to do…

iMarketSmart

Planned giving is a new area for me. And now my new boss wants me to come up with an action plan for the next year. Eighty percent of the success of your planned gift marketing efforts will be dependent upon your list.

Plan 38

Serious major gift marketing is not for populists. Planned gift marketing is.

iMarketSmart

Alternatively, populism is the backbone of planned gift marketing. Planned gifts can come from anyone. Amazingly, we have found that for fifteen to thirty percent of planned givers, their legacy gift will be their first gift to your organization! Planned gift marketing is.

How fast do you respond to your major and planned gift donors’ needs?

iMarketSmart

The post How fast do you respond to your major and planned gift donors’ needs? Fundraising Lead Generation Major Giving Planned Giving best practices for planned giving donor acquisition donor cultivation donor relationship management donor retention fundraising blog fundraising solutions major donor fundraising major gift fundraising marketsmart Nonprofit Marketing Blog philanthropy blog Quick Response Code response rates Sales

Plan 65

Believe in “The Fantastic Four” if you want to market planned gifts the right way

iMarketSmart

When it comes to marketing planned gifts, always remember that your supporters need to think about their lives and how they can find meaning by leaving a gift to your charity— not death. Fundraising major gift major gift fundraising major gift marketing planned gift Planned Giving

How to discover planned gifts using interns because you can’t afford a telemarketing firm

iMarketSmart

Related posts: >> eBook: Words That Work – Part 2: The Phrases That Encourage Planned Giving. >> >> Why Failing to Focus on Major and Planned Gifts Can Be So Dangerous. The post How to discover planned gifts using interns because you can’t afford a telemarketing firm appeared first on MarketSmart | . Make sure the intern cares about your mission.

Firm 37

5 Ways to Use Events to Generate Enormous Planned Gifts

iMarketSmart

The post 5 Ways to Use Events to Generate Enormous Planned Gifts appeared first on MarketSmart. Have an announcer point out who among the attendees is already in the Legacy Society (ask permission first).

7 key questions for qualifying your major gift and planned gift prospects

iMarketSmart

The post 7 key questions for qualifying your major gift and planned gift prospects appeared first on MarketSmart | . Fundraising Lead Generation Major Giving Planned Giving best practices for fundraising nonprofit marketing tactics nonprofit marketing tips Philanthropy

How to structure and staff your planned gift shop for the 21st century

iMarketSmart

For instance, most Planned Gift Officers are great at helping donors employ myriad techniques to enhance their giving so everyone wins. Many are attorneys or estate planning experts who don’t enjoy cold or warm calling to set meetings with donors.

The simplest and most effective 6-step major gift and planned gift marketing strategy ever

iMarketSmart

>> Words That Work: The Phrases That Encourage Planned Giving. >> The post The simplest and most effective 6-step major gift and planned gift marketing strategy ever appeared first on MarketSmart | . Fundraising Major Giving Planned Giving strategy cultivation for major gifts cultivation for planned giving engagement fundraising nonprofit marketing strategyEmploy donor surveys.

16 Content Ideas Your Major and Planned Gift Donors Will Love

iMarketSmart

The post 16 Content Ideas Your Major and Planned Gift Donors Will Love appeared first on MarketSmart | . Digital Marketing Direct Marketing Fundraising Lead Generation Major Giving Planned Giving strategy best practices for fundraising Content marketing cultivation for major gifts donor cultivation fundraising tips for nonprofits legacy gift marketing major donors nonprofit marketing Nonprofit Marketing Blog PhilanthropyInfographics.

Here’s why when it comes to planned gifts, it isn’t necessarily ALL about the relationship

iMarketSmart

I have two questions that I ask people when they say that planned gift fundraising “is all about the relationship.” It’s just that I don’t believe you can say that planned gift fundraising is ‘all about the relationship’ while, at the same time, have no idea about the vast proportion of gifts that have been planned for your nonprofit. Related Posts: >> 10 Steps to Developing A Planned Giving Program. >> Want more planned gifts?

Plan 39

Getting Started with a PR Plan

Kivi's Nonprofit Communications Blog

As with most things in business, you’re going to need to create a plan. Timeline : A timeline will help you manage the tasks and tactics included in your plan. If you plan to send out one release a month it’s best to plan when you’ll write the release and when you’ll send it out.

PR 64

Editorial Planning When Everything Is Up in the Air

Kivi's Nonprofit Communications Blog

But for some organizations — especially those involved in advocacy and disasters — planning out content seems nearly impossible. I am here to tell you that even in these seemingly unpredictable times, you can still plan and use an editorial calendar.

Plan 70

6 Things You Must Discuss In Your Year-End Online Fundraising Planning

Kivi's Nonprofit Communications Blog

13, I’ll be leading a Nonprofit Marketing Guide webinar called “The Beginner’s Guide to Planning a Successful Year-End Online Fundraising Campaign,” where I’ll take you step-by-step through a multi-channel, year-end online giving campaign, from thought to finish. December is coming.

Dec 109

The best 2-step plan for legacy gift marketing

iMarketSmart

The post The best 2-step plan for legacy gift marketing appeared first on MarketSmart |. Fundraising Planned Giving charitable gift annuity fundraising tips legacy gift marketing legacy giftsGenerate leads using social norms, family reminders and non-death-related packages.

Plan 47

How to Plan for and Execute a Successful Crowdfunding Campaign

J Campbell Social Marketing

This morning I gave a workshop to the Newburyport Chamber of Commerce on crowdfunding basics, including the do’s and dont’s of setting up a campaign, characteristics of a great campaign, and how to create a plan of action to achieve success and reach your goals.

Nonprofit Planning for 2018: Your Top 3 Nonprofit Digital Marketing Challenges – And My Solutions

J Campbell Social Marketing

This way, when you approach potential funders, you can present them with your plan for 2018. Do you need a Strategic Online Communications Plan for the New Year? Join me on a live webinar where we will create your plan and get your specific questions answered! . #2