Put Your Planned Giving Marketing to Work

As most planned giving professionals know, one key ingredient for success in any philanthropic endeavor involves proactively visiting donors. You have to put in the time and effort to reach your potential donors. In other words, making the necessary calls and donor visits to get your message out, connect with potential donors, and steward those loyal donors who support your mission. While calls and visits are necessary, marketing is also an essential element for getting the word out to a broader audience about the benefits of planned giving, while also prepping those in your portfolio about giving opportunities they otherwise wouldn’t know about.


Here’s how marketing boosts your efforts—and your results:

The Right Way to "Echo"

The term “echo e-mail” has a negative connotation for some, and for a reason: The Urban Dictionary defines it as “when you receive copies of e-mails that you previously received because those people who were cc'd on the original send them to you thinking you never received the first one.” The dictionary adds, “very annoying as it needlessly floods your inbox.”

New Client's Praise Reflects Pentera Team's Dedication to Excellence

Pentera staff in every department has been working very hard on a new client’s materials.
They signed up for a Web site that is now live and includes an eBrochure library; newsletter and QuickCards; and eNewsletters and eQuickCards. We are so happy to hear this wonderful feedback as the suite of materials is created. And their comments reflect the Pentera team’s dedication to our clients and to excellence.

• "Just printed out a few eBrochures, and they are fantastic! Great job by everyone at Pentera...”
• “We are really pleased with the eNewsletter designs you sent.”
• “It’s so exciting to see the newsletter! Thanks for the good work.“

Is Your Marketing Properly Integrated?

Times change. So must your approach to planned-giving marketing. Incorporating Integrated Marketing into your overall communication strategy is essential. What exactly is Integrated Marking? And how does it apply to your planned-giving office?

First, let’s look at what it’s not. Integrated Marketing is not sticking with what worked in the planned-giving field 10 or 20 years ago and simply hoping for the best. It’s also not—as the saying goes—putting all your eggs in one basket.