How Does Your Planned Gift Marketing Budget Compare With This Chart?

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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.

This is not a scientific study by any means. When people want to download our reports or sign up for our Webinars they fill out a form. Included in the form is a question that asks, “What is the size of your planned giving marketing budget?”
Here are the results of 272 responses from people who identified themselves as having worked at a college or university.
How does your planned gift marketing budget compare?
Notice that 31% of colleges or universities have planned giving marketing budgets that exceed $100,000 per year. Don’t forget that your organization is likely competing with them for legacy dollars.
Key Findings

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