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Fan Mail
Working with the Planned Giving Company has been great for Perkiomen School. The series of postcards and the customized website have kicked off our campaign. One donor returned his postcard reply device with a bequest intention of $1 million!
Carol Dougherty, Assistant Head of School
Perkiomen School, Pennsburg, PA
We've been using The Planned Giving Company's Flash cards for two years and have been very pleased with the results. We've received new gift annuities, bequest intentions and IRA rollover gifts (one for $30,000 and oen for $90,000) each year because of the cards. The donors got the cards, called us, and we closed the gifts. For a small office, it has been very successful!
Linda Brown, Director of Advancement
Solebury School
Working with Sam Caldwell and his creative partners has given our planned giving program a major boost. Their expertise is extensive, their advice is cogent, and their designs are engaging. We couldn't be more pleased.
Paula Ferris Einaudi, Director of Gift Planning
Garrison Forest School, Owings Mills, MD
As a one-person planned giving office, I literally would not be able to do this without the Planned Giving Company's help. By working with you, I am able to have high quality web pages and excellent mailings that continue to run in the background quietly and consistently educating and cultivating donors, allowing me to work directly with donors who are ready to make gifts. I am able to do my strategic planning with you each year and then rely on The Planned Giving Company to carefully and reliably implement that for me, while I work on closing existing gifts.
Additionally, quite a few of those gifts have been from donors who reached me by first visiting our web site and then contacting me. I am encouraged by how many prospects and donors positively mention our planned giving mailings and feel confident that, over time, more and more prospects will approach me when they are ready to do their planning as a result of these informational pieces. Thank you!
Jamie Belongia, Director of Gift Planning
Embry-Riddle Aeronautical University, Daytona Beach, FL
I'm very pleased with The Planned Giving Company's services. I love our website, and the PG Finder info and the PG visit list have been invaluable! I've had some very encouraging results in working through the PG Visit List by phone and in person. Several of those phone conversations have led to discussions of estate plans and have uncovered folks who already have included Bethany in their plans.
Keith Meyering, Director of Planned Giving
Bethany Christian Services, Grand Rapids, MI
Since we outsourced our marketing to The Planned Giving Company, we've had an increased response rate from our marketing pieces, our life income totals are almost double what they were last year and an increased number of individuals have been added to our legacy society. We see donors. The Planned Giving Company does the marketing.
Christina Salvon Posniak, Director of Planned Giving
Wesleyan University, Middletown, CT
We love the FlashCards, our new web pages, and the PG Visit List. The Planned Giving Company’s staff made the prep easy for us; responses to our questions were full and immediate; and the results are focused, clean, and elegant – and, of most importance to us, Moses Brown’s voice is still clear. From beginning to end, the process was seamless.
Ann White, Director of Gift Planning
Moses Brown School, Providence, RI
We’re seeing some really nice results from the postcard series we developed with the Planned Giving Company. So much of planned giving is about timing – by reinforcing our message in a low-key yet consistent and informational manner we’ve been able to connect with donors when they’re ready to put plans into action. In addition, we’re outsourcing all the stress associated with mailing production and doing it on a reasonable budget. The Planned Giving Company has been great to work with.
Suzanne Barton, Planned Giving Program Manager
Natural Lands Trust, Media, PA
The Planned Giving Company has tons of front-line experience and a creative marketing system that works. Their PGFinder program identifies a great list of prospects. Best of all, they even drop our mail so we can get out of the office and make face-to-face visits.
Will Mitchell, Director of Gift Planning
St. Paul’s School, Concord, NH
The material and recommended marketing approach are excellent. The "back office" support (calculation, verification, contracts, counseling) are excellent. We are able to offer a complete planned giving program and service for a very low cost. Our constituents see our approach as good as colleges, universities and major charities.
John Anderson, Vice President for Development
St. Joseph’s Preparatory School, Philadelphia, PA
The Planned Giving Company is at the cutting edge of planned
giving marketing ideas and concepts. Their products and services are highly
effective -- once we started using PGCO's Flashcards, our response rate increased
noticeably! Sam Caldwell and his team are the best in the business."
Juan Ros, Director of Gift Planning
ALS Association, National Office, Calabasas Hills, CA
As a fledgling client, our school is thrilled with the results. Between the client service, PG Finder results, the flashcards and the on-line tracking and reporting tool, the Planned Giving Company handles the marketing and enables us to spend more time with our prospects and donors. Sam and his gang are supportive, professional and fun to work with.
Laura Eldridge, Director of Development
Salisbury School, Salisbury, CT
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