Tips to Get your Planned Giving Program on Track
In life, we often find ourselves wearing new hats. We may not be as familiar with the new expectations our work brings. Planned giving may be one of those new tasks that has become part of your job description.
Perhaps you have an existing planned giving program that needs help or your organization is just getting started. The goal of this article is to discuss ways to motivate your donors to make planned gifts. As you aim to ramp-up your planned giving efforts in 2020, here are some considerations to help get you started:
Get Inspired
Webinars are a great way to inspire you to get started with planned giving and grow your program. There are so many webinars available right now. Take advantage of these opportunities to learn best practices, success tips and all levels of planned giving concepts. Register for a webinar and get motivated today. Here are some complimentary webinars to get started.
Create a Marketing Plan:
Your approach to marketing will make all the difference in funneling a consistent flow of donors into your prospect pipeline. Having a plan will help! Create a sound marketing plan to help you meet your fundraising goals. Consider a multichannel approach that incorporates print, engaging website content, regular email, social media, mission-related videos and educational webinars.
Update Your Email Marketing:
Now more than ever, messaging is key. Email is the most efficient and cost effective way to reach your planned giving donors. Here are some ideas to help you craft effective emails:
- Keep the subject line fresh and concise each time you send an email.
- Write a “win” paragraph (keep it simple and brief) sharing one way your organization is accomplishing its mission today. Focus on changed lives and program advancements.
- Include a picture of you or your team and your contact information for follow-up.
Update Your Website
Including engaging, educational and up-to-date content on your website is essential in creating visibility for your planned giving program. Keeping your website current is a good way to start. Consider updating the overall layout, adding mission related images, video and stories that resonate with your supporters.
Getting your planned giving program on track has never been easier. Crescendo is here to support your needs. Please contact us for more information or to get started 800-858-9154.
