6 "Ins" and "Outs" for Your Planned Gift Marketing in 2015

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Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2012 Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers around the world zero in on the donors most ready to support their organizations and institutions with major and legacy gifts.

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Gary Pratt
7 years ago

These are all great observations of good and poor marketing. It is helpful that they are also simple and actionable. What a great way of succinctly identifying measurable changes that any charity can put into practice. Thank you!

Greg Warner
7 years ago
Reply to  Gary Pratt

You are very welcome Gary. Cheers!!

betty johnson, cfre
betty johnson, cfre
7 years ago

Nice summary of what to do and not do – thanks Greg!

Greg Warner
7 years ago

Happy New Year Betty!!

Laura Waller-Miller
Laura Waller-Miller
7 years ago

Clear, concise, cogent – – – you couldn’t make it any more plain why most planned giving shops experience such lack luster ROI on marketing – and how easy it is to remedy that!

Greg Warner
7 years ago

Thanks Laura. Happy New Year! We’re excited to partner with you again in 2015!!

Daniel Prepas
7 years ago

Thank you for posting this. A very good reminder!

Greg Warner
7 years ago
Reply to  Daniel Prepas

My pleasure Daniel. Thanks for reading my blog!

Wonda
7 years ago

I like the break down. Some great advice. I would add one more to the list: BE THANKFUL…If at all possible don’t send generic “Thanks.” Find ways to express sincere gratefulness for their specific contribution. This sends the message that not only what they do matters, but THEY matter.

Gary Pratt
7 years ago

These are all great observations of good and poor marketing. It is helpful that they are also simple and actionable. What a great way of succinctly identifying measurable changes that any charity can put into practice. Thank you!

Greg Warner
7 years ago
Reply to  Gary Pratt

You are very welcome Gary. Cheers!!

betty johnson, cfre
betty johnson, cfre
7 years ago

Nice summary of what to do and not do – thanks Greg!

Greg Warner
7 years ago

Happy New Year Betty!!

Laura Waller-Miller
Laura Waller-Miller
7 years ago

Clear, concise, cogent – – – you couldn’t make it any more plain why most planned giving shops experience such lack luster ROI on marketing – and how easy it is to remedy that!

Greg Warner
7 years ago

Thanks Laura. Happy New Year! We’re excited to partner with you again in 2015!!

Daniel Prepas
7 years ago

Thank you for posting this. A very good reminder!

Greg Warner
7 years ago
Reply to  Daniel Prepas

My pleasure Daniel. Thanks for reading my blog!

Wonda
7 years ago

I like the break down. Some great advice. I would add one more to the list: BE THANKFUL…If at all possible don’t send generic “Thanks.” Find ways to express sincere gratefulness for their specific contribution. This sends the message that not only what they do matters, but THEY matter.

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