Tag Archives: planned giving

5-Minute Planned Giving Marketing: The 3-Minute Director’s Cut

Here’s an excerpt from Tony Martignetti Nonprofit Radio on Planned Giving marketing. These quick tips and strategies mean you can add Planned Giving to your fundraising program without a big time commitment. 

 

For SO much more detail, listen to the full show

 

Nonprofit Radio for August 18, 2017: 5-Minute Marketing for Planned Giving & What’s Fair Game?

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My Guests:

Me: 5-Minute Marketing for Planned Giving

The best person to reveal my wildly simple Planned Giving promotion tips is me.

 

 

 

 

Maria Semple: What’s Fair Game?

Maria Semple

Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Sounds much more interesting than the first segment.)

 

 

 


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Promote Planned Giving: Your Timing Doesn’t Matter

The timing of your Planned Giving marketing is less important than getting started. On Nonprofit Radio on Friday 8/18 I’ll have “5 Minute PG Marketing Tips.” Doesn’t matter when you start using them. Just get your promotion going.

Webinar: Jumpstart Your Planned Giving

I’ve got a free webinar on the basics of getting your Planned Giving program started for small- and mid-size nonprofits. There’s a lot you can learn and there’s a lot you can do to kickoff your program. We’ll cover types of gifts; best prospects; marketing; resources; and answer your questions. It’s hosted by Perlman+Perlman. 

Registration: tony.ma/JumpstartYourPG 

Don’t Be In The Woods On Planned Giving

There’s a lot that small- and mid-size nonprofits can do to start Planned Giving and have a very respectable program going forward. To kick off your campaign, promote and market bequests, then you might include the IRA rollover and life insurance.