How To Market Your Planned Giving Program

Kivi's Nonprofit Communications Blog

Many nonprofit communicators shy away from spending much time marketing Planned Giving at their organizations. And it turns out that promoting Planned Giving doesn’t hurt your relationships with donors who give through annual appeals. Tony Martignetti.

Pandemic Creates More Planning and Collaboration on Communications

Kivi's Nonprofit Communications Blog

A majority of nonprofits said they did more communications planning (63%) and that the level of internal collaboration on the communications workload went up (57%) as a result of the pandemic.

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A Perfect Gift to Self: Our Planning Card Deck

Kivi's Nonprofit Communications Blog

The Nonprofit Communications Strategic Planning Card Deck fits the bill. ” “Great idea of using cards to set up a plan” “Love the card deck.” Nonprofit Marketing Plans and Strategies

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Nonprofit Communications Planning for 2021 Master Class [NEW]

Kivi's Nonprofit Communications Blog

Nonprofits have lots of programmatic, fundraising, and marketing goals that are really just wishes – because there’s no solid strategic communications plan in place to make them a reality. We’ll show you how during our next Master Class on communications planning.

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What’s Your Comms Plan for Election Week?

Kivi's Nonprofit Communications Blog

As Kristina and I were planning out our fall training schedule and editorial calendar, we moved everything important off of the week of November 2 – 6, 2020. What plans do you have for Election Week? Nonprofit Editorial Calendars election planning schedule

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The 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. Having a detailed strategic plan in place before embarking on a fundraising campaign can be a huge determinant of its success, even before the first dollar is raised. The best fundraising strategic plan tells a complete, organized, and analytics-based story that your team can actually use to help your campaign be more successful.

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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

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The single worst way to evaluate your planned giving program

iMarketSmart

Recently someone told me that their current planned giving marketing efforts were not working. “Because there’s been a drop in our planned giving revenue over the past couple of years,” she replied. So she was evaluating the success of her current planned giving marketing efforts based on a recent drop in planned giving revenues even though many of the recent gifts were surely the result of donor decisions made years earlier (and perhaps even decades earlier).

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. The post Proof that planned gifts increase annual giving revenue appeared first on MarketSmart | . We really need to thank our lucky stars for Dr. Russell James!

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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. By using Google’s pay-per-click advertising system you can ensure that the ads they will see (whether they want them or not) are sure to promote your planned giving opportunities (instead of a random ad for a new car or refrigerator). The single worst way to evaluate your planned giving marketing program.

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The Importance of Having a Thank You Plan

Ann Green

Something that should help is having a thank you plan. Creating a thank you plan will help you stay focused on gratitude all year round. . Here’s what you need to include in your thank you plan. Plan to make a good first impression with your thank you landing page.

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Are mobile devices impacting your planned giving marketing plans?

iMarketSmart

I reviewed a few and gathered the Google Analytics data from a total of 2,066 planned giving site visitors in the past two months. That means that we drive a lot of folks to their planned giving websites using digital marketing (such as emails). Communication marketing Mobile marketing Multi-channel marketing New Technology Planned Giving Planned giving Planned Giving Marketing Uncategorized mobile online marketing

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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.

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Week of Freebies, Day 2: The Nonprofit Editorial Planning Starter Kit

Kivi's Nonprofit Communications Blog

Today we share a new resource that has some of our best planning worksheets and tips on editorial planning all in one place. We’ll show you how to get started with editorial planning and the steps you should take and things to consider before building your editorial calendar.

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The Why and How of Your Next Strategic Plan

Mission Minded

Strategic planning is the process—and result—of focusing the intelligence of your staff and leadership on making your organization’s optimal future a reality. The post The Why and How of Your Next Strategic Plan appeared first on Mission Minded.

Objectives for Your Nonprofit Communications Plan

Kivi's Nonprofit Communications Blog

Today let’s talk about the types of objectives you should have in your communications plan. Join me for Communications Planning that Works: Getting Your Goals, Strategies, Objectives, and Tactics Right in 2019, a brand-new two-part webinar series in January. The post Objectives for Your Nonprofit Communications Plan appeared first on Kivi's Nonprofit Communications Blog.

How to Project Your Planned Gift Potential

iMarketSmart

“I owe a great deal of thanks to the person who invested in planned giving 15 years ago.”. The presenter continued, “If it weren’t for their efforts to cultivate planned giving donors 15 years ago, we wouldn’t be as financially stable as we are today. Having started my career in the planned giving space, I couldn’t help but think to myself, “Planned giving saves the day again! February 5th @ 2pm EST. Project Your Planned Gift Potential: Higher Education Focus.

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Your Simple 5-Point Plan for Giving Tuesday on December 1 #GivingTuesday

J Campbell Social Marketing

Here is a 5-point plan for celebrating the spirit and the intention of Giving Tuesday: 1. You don’t have to have a huge, comprehensive marketing plan to participate in Giving Tuesday! .

The 3 types of planned giving prospects

iMarketSmart

requests for information as they update their plans. Recorded Webinar – Inside The Mind Of The Planned Giving Donor. 10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects. How to Get All of Your Planned Giving Marketing Questions Answered for FREE. The Problem with Too Many Planned Giving Leads. The post The 3 types of planned giving prospects appeared first on MarketSmart |.

9 steps to a powerful fundraising plan

Get Fully Funded

You know you need a fundraising plan, but if you’re like most, you don’t know where to start. . Although planning can seem overwhelming, it’s not really a difficult process, yet it makes all the difference in the world in the success you will enjoy in raising big money. Let me make it simple for you and share the 9 steps to creating a powerful fundraising plan. Create a plan of action. Work the plan. Take action on your plan.

8 posts that will help you develop a solid planned gift marketing strategy

iMarketSmart

Each post containing outstanding tips that will help you develop a solid planned gift marketing strategy. First, take a look at 7 planned gift marketing strategies for a thorough overview of the directions you can take. Share this post: The post 8 posts that will help you develop a solid planned gift marketing strategy appeared first on MarketSmart |. Here’s a sort of “Greatest Hits” list.

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Your Next Digital Campaign: How to Plan

Mission Minded

The post Your Next Digital Campaign: How to Plan appeared first on Mission Minded. Whether you’re a nonprofit trying to attract donors or a school seeking to reach prospective families, a digital campaign must have a thoughtful, brand-centered strategy in order to succeed.

Communications Planning for the Rest of 2020

Kivi's Nonprofit Communications Blog

Did 2020 just chew up your communications plan and spit it out? Or did you even have a concrete plan to begin with? Lots of nonprofits had to either throw their plan out once the pandemic hit or they have been winging it for as long as they can remember anyway. Your strategic plan has big lofty goals and super-specific tactics, but no real guidance in between on strategies or objectives that would help you make good decisions day to day.

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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.,

How to Plan and Launch an Emergency Nonprofit Crowdfunding Campaign

J Campbell Social Marketing

Register to get the replay of this webinar on demand: How to Plan and Launch an Emergency Nonprofit Crowdfunding Campaign . In this webinar, you will learn a step-by-step framework to planning and launching an emergency crowdfunding campaign. Register to get the replay of this webinar on demand: How to Plan and Launch an Emergency Nonprofit Crowdfunding Campaign .

7 major principles for major gift fundraising (including planned gifts)

iMarketSmart

Before we get into these 7 major principles for major gift fundraising (including planned gifts), let’s review some neat stats first. The post 7 major principles for major gift fundraising (including planned gifts) appeared first on MarketSmart | . In the United States, 72% of gifts come from individuals and wealthy individuals are responsible for most of those gifts.

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5 Ways Your Nonprofit Website Can Promote Planned Giving

EveryAction

Planned Giving is a steadily growing area of focus for nonprofit fundraisers. With such a large group of potential donors waiting to be engaged, more and more nonprofits are devoting time and resources to Planned Giving programs. In the realm of Planned Giving, as is the case for any type of fundraising, you rarely get what you don’t ask for. Asking someone to consider Planned Giving, however, is a more sensitive and complicated task than others.

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. Having a detailed strategic plan in place before embarking on a fundraising campaign can be a huge determinant of its success, even before the first dollar is raised. The best fundraising strategic plan tells a complete, organized, and analytics-based story that your team can actually use to help your campaign be more successful.

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Kick 2021 Off with a Bang: 25% Off Annual All-Access Pass, Communications Planning Workshop and 2021 Trends

Kivi's Nonprofit Communications Blog

January 21: Communications Planning for 2021 Master Class with Kivi Leroux Miller. Three-Hour Workshop] Join us for this Master Class and create an effective communications plan for your organization. Here’s what’s happening this month at Nonprofit Marketing Guide….

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Your 5-Point Plan for #GivingTuesdayNow May 5

J Campbell Social Marketing

Here is a 5-point plan for celebrating the giving spirit of #GivingTuesdayNow: 1. You don’t have to have a huge, comprehensive marketing plan to participate in #GivingTuesdayNow! . The post Your 5-Point Plan for #GivingTuesdayNow May 5 appeared first on marketing for the modern nonprofit.

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3 Ways Your Next School Strategic Plan Can Break the Mold

Mission Minded

There is no one-size-fits-all solution to strategic planning. To inspire your community to action, you need an inspired strategic plan! The post 3 Ways Your Next School Strategic Plan Can Break the Mold appeared first on Mission Minded.

What Goes into a Nonprofit Marketing and Communications Plan or Strategy?

Kivi's Nonprofit Communications Blog

Ever been asked to create a marketing strategy or a communications plan for your nonprofit without any further guidance? When we talk about communications plans , we are most often referring to two documents, the Big Picture Communications Timeline and the Editorial Calendar. Here’s a one-page Strategic Communications Plan Outline that we recommend. This is your day-to-day working plan. Nonprofit Marketing Plans and Strategies

Stop SPAMMING your supporters with planned giving e-newsletters

iMarketSmart

I was talking to a fundraiser and he said, “We’ve got this cool system that includes pre-written estate planning e-newsletters I can send to my list whenever I want.” Folks, just because someone signed up to run a 5k, get email updates, or even if they donated, it doesn’t mean they also wanted to get your snazzy, jargon-laden planned giving e-newsletter every month. Wiz-bang tech?

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Why we love planned giving

iMarketSmart

80 20 rule for planned giving. And, years from now, someone else will probably get the credit for your hard work and smart strategic planning. Even if the seeds you plant and have already planted might not benefit the organization you serve for 10 to 20 years (or more)… and even if you won’t get the credit for a good bit of your hard work… you and me… we love planned giving! Here’s why: We know that the 80 / 20 rule applies to planned giving.

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Planned Giving 101: What Nonprofits Need to Know

EveryAction

One of today’s biggest areas of growth for nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. Because of the unique legal, administrative, and personal aspects of planned gifts, managing the process can be a complicated task for Development professionals, especially without tools that are built specifically for this type of donation.

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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. But the key is to think of the donor’s notification of their planned gift intentions as the starting point— not the end. There’s brilliance down under! .

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Do you really need to buy a planned giving website?

iMarketSmart

You don’t need to buy a planned giving website. For decades, nonprofit leaders and staff have been led to believe that planned giving is complicated while most planned gifts are made in the form of simple bequests or by beneficiary designation. These people probably won’t visit the site anyway (if it’s filled with planning tools and tactics) since they have advisors to help with these issues. Most planned giving sites attract very few visitors.

A 90-Day Plan to Revamp Your Social Media Strategy

Kivi's Nonprofit Communications Blog

Is it finally time to get a grip on your social media strategy? If yes, Julia Campbell has some great advice for you on how to do just that, and get it all done in three months. Her latest book is called “ How To Build and Mobilize a Social Media Community for Your Nonprofit in 90 Days ” and it includes all the advice you need to create both a Social Media Blueprint and a Social Media Calendar. Julia breaks it all down for you into three steps, one step per month. CLARIFY.

Why hardly anyone reads your planned giving newsletter (and what you can do about it).

iMarketSmart

Too often planned giving newsletters are written by lawyers and the lawyers at nonprofits think they are just dandy. Your planned giving newsletter is designed to educate people about planned gifts, right? How many do you think are actually in the decision-making stage of the consideration process for making a planned gift? Absent trust, your attempts at persuading your supporters to make a planned gift will go nowhere. Smartideas planned giving newsletters

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. Now that your list has been developed, simply engage with your planned gift prospects. That survey must include a question asking the donor about their planned gift intentions.

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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. In fact, one of our clients generates planned gifts and leads as a result of the newsletter we produce for them AND they also generate $200,000 in cash per issue. That’s my kind of planned giving newsletter.

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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.

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How to Create a Workable Social Media Plan for Your Nonprofit (That Won’t Make You Lose Your Mind)

J Campbell Social Marketing

In this post, I’m going to give you four simple steps to create a workable social media plan for your nonprofit that won’t make you lose your mind. . An effective social media plan requires a strategy heavily reliant on visuals. .