In a year that has seen an unprecedented amount of uncertainty across the entire philanthropic sector, we find ourselves asking questions—lots of questions—to get a pulse on what the future may hold. One facet of this is to gain a better understanding of how nonprofits are approaching their planned giving marketing. Our experts at PG Calc recently conducted a survey to see the latest trends in planned giving marketing. Here’s what we found from 200 respondents consisting of PG Calc clients and friends that conduct planned giving marketing.
Of our respondents:
- 38% are in higher education
- 44% are “teams of one”
- 22% have 5+ staff
- Most consider themselves “lean” with limited marketing capacity.
To learn more read the full key takeaways.
What’s Working, What’s Not and What’s Next In Planned Giving Marketing?
From finding out what’s most effective to mistakes they might be making, the insights in our key takeaways provide a good lay of the land for planned giving marketing. Better yet, it will help you plan for the future in your planned giving marketing strategy.
Take The Next Step
Let’s discuss your organization’s marketing and how we may be able to best support you. Whether you’re a small shop looking for help creating and executing more effective marketing, or you’re a larger organization looking to identify more planned giving donors and find the right marketing mix to start more gift conversations, we’re here to help. We’ll share some real client examples of what marketing is making and impact and getting results.
Contact us today at 888-497-4970 or request a free demo.
