Should your planned giving website include a calculator page?

Sometimes our new clients get all jazzed about having a calculator on their planned giving website. I guess they feel it’s important to provide a calculator so their donors can calculate their charitable gift annuities or their retained life estates.

But I’m not so sure donors really use these things very much. And, after reviewing two of our client’s planned giving websites I found that I was right (at least for those two).

Here are the results from my digging around:

Now, you should also know that one of my clients told me last month that they once closed a $1 million CGA as a result of their online gift calculator. That’s the kind of story that has always prevented me from dropping the calculator altogether.

What do you think? Have you had awesome success with your online calculator?

Related Post

>> How to Forecast How Much Planned Giving Revenue You Will Get

Greg Warner

Share
Published by
Greg Warner

Recent Posts

The Most Important Fundraising Metric: The 20-Year Relationship

When we conduct our Vital Signs Assessment, looking for indicators of fundraising success or struggle…

19 hours ago

Why Organizations That Institute the Greatest Demands for Accountability Perform So Poorly

For the most part, everyone agrees that metrics are good. Accountability is good – even…

3 days ago

Don’t Just “Find” Donors; Build Relationships for Lasting Impact

"Where do we find donors?" I'm asked that question quite a bit. To begin, let's…

1 week ago

FREE Webinar: Fundraise Smarter, Not Harder: How to Leverage Automation for Optimal Results

FUNDRAISE SMARTER, NOT HARDER: How to Leverage Automation for Optimal Results May 8, 2024, at…

1 week ago

31 Donor Discovery Strategies That Sincerely Engage Wealthy Supporters

Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work…

1 week ago

Revolutionize Fundraising: Let’s Stop Making it Uncomfortable

If something about fundraising makes you uncomfortable, it isn't because there's something wrong with you…

2 weeks ago