Custom Campaigns

If your "spray and pray" marketing efforts are falling flat, let us design a microtargeted marketing campaign! You have EXCELLENT planned giving prospects BUT you need to reach them in a specific way. For instance, have you sent a peer letter from a former board member to all former board members? Encouraged donors to make gifts of retirement plans or life insurance? Schedule a phone consultation with us today and don't waste time with old-fashioned (and much more expensive!) planned giving marketing.

We create custom donor-friendly surveys designed to identify and engage your best planned and major gift prospects. Our creative, cost-effective approach is tailored to your unique audience. The results? You'll have a highly relevant conversation catalyst offering the added bonus of generating wonderful donor-centric content for future editorial/advertorial opportunities.

Break with tradition and send your response rate soaring! This prospect identification and stewardship strategy will leave your donors feeling appreciated and more connected than ever. Our creative approach to multi-channel based thank-you-gift campaigns is a proven winner.

Yes, you CAN use social media to reach and engage planned giving donors. It takes targeted strategies that are authentic -- not contrived. For instance, you can leverage a bequest donor story, capitalize on current events and showcase your  mission's strengths. Social media is a hybrid of broadcast news and public relations -- all you need is the right content and strategy. Let us help you build some buzz with a fresh, ad agency quality social media campaign!

Your organization is either in the midst of -- or about to launch a capital campaign. Where do planned gifts fit in? If you're focusing too much on how to "count" bequests and other deferred gifts, you may end up leaving millions of dollars on the table.  A savvy capital campaign marketing strategy includes communicating the benefits of making a planned gift and other deferred giving opportunities. Message matters! What are your key planned giving messages?