I’m kicking myself because I didn’t think of this and I certainly can’t take credit for it. A brilliant researcher (Russell James III, J.D., Ph.D., Professor, Texas Tech University) gave me the idea recently.
The best way to measure the effectiveness of your legacy gift marketing is really quite easy. Keep in mind that most donors will not inform you of the final decision. So, since your organization is probably conducting donor surveys fairly regularly, just be sure to consistently include questions that aim to determine:
For example ask:
8 posts that will help you develop a solid planned gift marketing strategy
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