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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


  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?

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