9 content offers that work well to generate planned giving leads

MarketSmart characters
MarketSmart lightbulb icon

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.

In order to generate highly-qualified planned giving leads, 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 responses to “9 content offers that work well to generate planned giving leads”

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

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

Leave a Reply

Your email address will not be published. Required fields are marked *

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!