Do you have a gift planning program, but don’t have a gift planning website yet? Not to worry, you can still promote gift planning to your prospects with direct mail.
We suggest creating an extended prospect list for a targeted gift planning mailing – to either introduce or reintroduce gift planning. You can use this personalized letter for this purpose.
To get started, find all of your regular donors for ten or more years who have consistently given $25 or more to your organization. That’s your mailing list.
The letter highlights gift planning benefits to increase your prospects’ interest. You can adapt the copy for a fundraiser’s column in publications or as a secondary article in a newsletter. It’s that simple.
NOTE: Same copy in newsletter/column format is available as Product 1018, “Promoting Your Gift Planning Program.” Do not download both documents since the copy is similar.
How the letter is organized:
- Examples of Planned Gift Arrangements