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9 content offers that work well to generate planned giving leads

In order to generate highly-qualified leads for planned gifts, you’ve got to offer something to your prospects.  We recommend information that educates prospects about ways they can leave a gift to your organization.

Here are some titles for free reports that we have found generate leads effectively:

  • How to make a gift that costs nothing now
  • How to create or update your will
  • How your estate plans can benefit you, your loved ones and others who struggle with cancer
  • How to give to _______ and receive income for life
  • How to use real estate or other assets to lower your taxes and leave more to your heirs
  • Why you might want to consider creating a trust
  • Ways to pass more on to your heirs by avoiding estate taxes

Also you might want to include some mission-oriented content offers such as:

  • Our strategic plan (or annual report)
  • How _________ uses donations

4 Comments

  1. Lorri Greif, CFRE November 11, 2012 Reply

    so, I’m confused. Are you offering the free reports or simply suggesting these titles?

    • Author
      admin November 11, 2012 Reply

      These are titles for reports we recommend our clients offer. Oy! Does that make more sense?

  2. Lorri Greif, CFRE November 11, 2012 Reply

    so, I’m confused. Are you offering the free reports or simply suggesting these titles?

    • Author
      admin November 11, 2012 Reply

      These are titles for reports we recommend our clients offer. Oy! Does that make more sense?

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