Want a Bigger Budget for Your Planned Gift Marketing Efforts?

Here’s a strategy that will help you get a bigger budget for your planned gift marketing efforts.
Post your successes on the wall outside of your office.  
That’s right. Post charts, graphs, notes, pictures (and anything else that will show everyone that your efforts are bearing fruit) right outside your office on the wall. Make ’em big and easy to read. Make ’em simple and easy to understand. Show your staff, your board, and your leadership:

• A list of donors who disclosed their gift intentions this year
• A list of folks who said they’d consider a legacy gift
• The average bequest size for your organization
• The growth trajectory of your organization’s legacy society (by month, by quarter, by year)
• And more

Try it and your budget will grow.  I promise.
 
 

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