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.
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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