The intergenerational wealth transfer over the next several decades is estimated to be in the tens of trillions of dollars and savvy non-profit organizations have been steadily building systematic methods for marketing planned giving opportunities.
For many nonprofit organizations, the development department is already stretched to provide member services and annual support drives. EstateGiving provides an array of tools that will enable you to develop and maintain a robust planned giving program inexpensively and effortlessly.
EstateGiving Web Pages
The key to a successful planned giving program is to develop interest and inquiries. This series of web pages is personalized to your organization's website, programming and mission. The pages provide an engaging discussion of planned giving options as told by donors who have experienced the rewards of supporting nonprofits they love. The look and feel of your website is maintained for a seamless transition for the viewer. Stories, reference material and interactive forms are provided to encourage the viewer to seek more information about the benefits both financial and emotional.
EstateGiving Plus
- Web pages as well as a series of deliverables to support your planned giving marketing effort
- Planned Giving Spots for Public Broadcasting Stations: EstateGiving supplies you with ongoing radio and/or TV spots for rotation to build interest in planned giving and directing listeners/viewers to the website
- Direct Mail Letters – Quarterly planned giving letter templates are easy to customize for your organization and offer another opportunity to inform your supporters about the benefits of planned giving
- Talking Points - Quarterly talking points guide you through discussions with interested prospects regarding planned gifts
- Articles and Primers – This collection of articles will assist you in setting up your planned giving program. Topics include What to do when a donor calls about planned giving, How to establish a planned giving advisory board and A brief guide to planned giving terms and giving options
EstateGiving Pro
The customized web pages, all of the deliverables and one-on-one consulting services from Peter Kote, MajorGiving.com's planned giving consultant, provide all of the tools you need to launch and run a successful planned giving program.
EstateGiving Brochures
A collection of brochures customized for your organization and conveniently delivered as Adobe PDF files which you can then print out or email to potential donors. Topics include General Planned Giving, Wills, Gift Annuities and Gifts of Real Estate/Retirement Assets.