1. Disclosers – For these folks (breaking into two basic categories) you need to remember that, unless their gift is irrevocable, they are still prospects.
2. Leads – They will raise their hands in response to your marketing to show interest but most will not want to be bothered with a phone call or a visit. You need to send these people cultivation marketing:
Both the automated drip emails and the campaign-oriented outbound campaigns should emphasize the Fantastic Four.
3. Never disclosers – Many of your best prospects will never disclose their gift intentions. They may engage a lot with your marketing (and that should be tracked carefully). But they’ll keep their gift intentions private. If you track them properly, you’ll be able to send them the right marketing messages over time to encourage:
Recorded Webinar – Inside The Mind Of The Planned Giving Donor
10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects
How to Get All of Your Planned Giving Marketing Questions Answered for FREE
The Problem with Too Many Planned Giving Leads
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