The annual uncertainty of the continued existence of the IRA rollover presents an excellent “double whammy” marketing opportunity to use with donors this fall: You’ve got to take your required minimum distribution before the end of the year—and this may be the last year to take advantage of the rollover strategy.
Showing posts with label planned giving postcards. Show all posts
Showing posts with label planned giving postcards. Show all posts
Is Your Marketing Tugging at the Right Heartstrings?
Your planned-giving marketing materials can be wonderful educational and motivational tools. They can provide potential donors with important tax updates, target specific audiences by life stage, and reflect your unique mission. But are your materials tugging at the right heartstrings?
Is Your Bequest Marketing Hitting the Right Mark?
Marketing for bequests is one of the most important aspects of your planned-giving program. It can educate donors about the benefits of planning for their future and motivate them to create their legacy at your organization. But is your messaging hitting the right mark?
Why One Client Continues to Choose Pentera as Marketing Partner
All of us at Pentera would like to extend a warm welcome to Tom Fogarty and his team at Crotched Mountain as we work with them on their new integrated planned-giving marketing plan, including newsletters, postcards, and Web site.
Throughout the years we've had the unique privilege of working with Crotched Mountain's vice president of development, Tom Fogarty, at the different institutions where his career has taken him. Most recently this includes Crotched Mountain, a non-profit organization in New Hampshire dedicated to serving children and adults with disabilities and their families.
When asked the reason Tom keeps returning to partner with Pentera, he said, "First of all the customer service is wonderful. Everyone I've worked with at Pentera has been very responsive. You make every effort to customize the pieces as much as possible."
Throughout the years we've had the unique privilege of working with Crotched Mountain's vice president of development, Tom Fogarty, at the different institutions where his career has taken him. Most recently this includes Crotched Mountain, a non-profit organization in New Hampshire dedicated to serving children and adults with disabilities and their families.
When asked the reason Tom keeps returning to partner with Pentera, he said, "First of all the customer service is wonderful. Everyone I've worked with at Pentera has been very responsive. You make every effort to customize the pieces as much as possible."
Does Your 2011 Marketing Plan Forget an Important Event?
Each new year brings with it a fresh start, new challenges and, of course, new opportunities to engage your donors. Planning your 2011 marketing strategy offers you the perfect opportunity to analyze your donor’s interests and the upcoming events that will play a role in their lives and find fresh, new ways to engage them. As you’re developing that strategy, remember that including planned-giving tips in marketing materials such as newsletters and postcards for special events your organization hosts can be a wonderful way to promote the event while educating your potential donors on how they can help your organization.
Is Your Marketing Ready for the New Year?
With the end of 2010 quickly approaching, now is the perfect time to review and analyze your marketing strategy to ensure that your 2011 marketing plan is as effective as possible. While each of your marketing pieces, from planned-giving postcards to eNewsletters, has its own message and purpose, they also work together as a part of your overall integrated marketing campaign. But are you forgetting a key piece of the puzzle?
Sarah Lawrence Joins Pentera's Exclusive Integrated Marketing Clientele
Pentera would like to extend a warm welcome to Sarah Lawrence College as we begin working with them to develop their new planned giving Web site, as well as a comprehensive integrated marketing campaign, including print newsletters, postcards, eNewsletters, and print advertisements.
With a diverse student body and a strong reputation for its rigorous academic standards, Sarah Lawrence College has a long, distinguished history of offering its students a personalized education, tailored to meet each student's unique interests and abilities. Sarah Lawrence chose Pentera because of the unique combination of industry-leading content and unparalleled customization options that we offer through our planned giving Web sites, eMarketing products, and print materials. We are excited and honored to help them educate, motivate, and build lasting relationships with their potential donors.
For more information about Pentera's integrated marketing strategies and programs, please visit http://www.pentera.com/, email info@pentera.com, or call 317-875-0910 x251.
With a diverse student body and a strong reputation for its rigorous academic standards, Sarah Lawrence College has a long, distinguished history of offering its students a personalized education, tailored to meet each student's unique interests and abilities. Sarah Lawrence chose Pentera because of the unique combination of industry-leading content and unparalleled customization options that we offer through our planned giving Web sites, eMarketing products, and print materials. We are excited and honored to help them educate, motivate, and build lasting relationships with their potential donors.
For more information about Pentera's integrated marketing strategies and programs, please visit http://www.pentera.com/, email info@pentera.com, or call 317-875-0910 x251.
July CMFR Jeopardizes Some Gift Annuity Charitable Deductions
by James Brandt, Planned Giving Specialist, Integrated Marketing Department
Gift annuities using the newly adopted (effective July 1, 2010) and slightly higher annuity rates qualify for a charitable deduction when the charitable midterm federal rate (CMFR) is 3.2% or higher. With the July CMFR falling to 2.8% gift annuities at some younger ages won’t qualify.
Gift annuities using the newly adopted (effective July 1, 2010) and slightly higher annuity rates qualify for a charitable deduction when the charitable midterm federal rate (CMFR) is 3.2% or higher. With the July CMFR falling to 2.8% gift annuities at some younger ages won’t qualify.
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