A donor only has one birthday, but there can be two gifts – one for them and one for your organization.
Here’s a simple marketing strategy that you can implement right now. It is a letter to current annuitants to remind them of the opportunity to establish another annuity. Keep in mind that the American Council on Gift Annuity’s recommended annuity rates have decreased, so current payout rates are lower than what your donors locked in one year ago. This letter acknowledges that, but then describes the other benefits of a charitable gift annuity — benefits that go beyond the payout rates, and why doing more than one annuity makes sense. Above all else is the satisfaction of supporting a mission they care about.
It lets donors know that they can receive an illustration, with no obligation, which will show them how a gift annuity can work for them in their specific situation.