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Legacy

Using Direct Marketing to Grow Your Planned Giving Pipeline

Audience: Practitioner: Been around - looking to spark new ideas

Friday, August 2, 2024
11:30 AM – 12:30 PM EST
Location: Chesapeake A,B
Presentation Summary: Is your organization doing all it can to get your share of the estimated $6.3 trillion that will be transferred to nonprofits through charitable bequests between 2007 to 2061? Known as the “Great Wealth Transfer,” success in tapping into it starts with planned giving marketing — specifically direct marketing. Join us for this session, where you’ll hear from two organizations that are effectively using direct mail and digital communications to grow their planned giving leads and revenue. Sharing samples and results, they’ll inspire you to rev up your own planned giving marketing efforts. Plus, you learn five strategies you should start with tomorrow to earn your share of the Great Wealth Transfer.

Learning Objectives:

  • Easy ways to market planned gifts across multiple channels and why planned giving isn’t as complicated as you think.
  • Generate planned giving leads and how to turn those leads into future revenue
  • Who to target for your planned giving marketing and what words to use to inspire legacy gifts.