|
Our Winning Program
The Planned Giving Company® delivers a comprehensive package of marketing and consulting services to meet all your planned giving needs. Our services, developed and field-tested for effectiveness, provide the support you need to succeed. Our job is to get you out from behind your desk and into the field. We’ll even drop your mail!
Prospect Identification
Developed by a team of planned giving professionals, our cutting-edge proprietary database analysis system, PGfinder™, identifies your planned giving prospects with over 90% tested accuracy. No one else can make that claim. We provide you with a targeted PG mailing list that optimizes response rates and saves you mailing costs. We also provide you with a visit list of your top PG prospects arranged alpha by zip code—a gold mine for productive face-to-face visits! PGFinder™ is strongly recommended for new clients. (Read more)
PGCall™ The Planned Giving Calling Program
Reach out in a highly personalized way to large numbers of your best planned giving prospects. The Planned Giving Company offers PGCall™ in partnership with IDC, the nation’s most trusted name in high-end telephone outreach. Our partnership means that PGCall™ is the only program that provides two levels of calling: first a qualification call by IDC followed by a gift planning call by the Planned Giving Company. (Read more)
Web Marketing
Powered by our partner company, Virtual Giving Inc, our customized, donor-friendly websites seamlessly integrate into your existing website and provide your donors everything they need to know to make informed planned giving decisions. No more expensive brochures. Our websites are easy to use, always up to date, and always there for your donors. And, they come in three pricing levels to fit your budget and goals—basic, advanced, and pro-plus. (Read more)
Print and Electronic Marketing
Our innovative, attention-getting PGFlash™ Cards and PGXpress™ Newsletters educate your donors and prompt them to action. They are easy-to-read, cost-effective, and custom designed to fit your institution. We even store them and mail them out on your schedule. All you have to do is send us postage. (Read more)
When you want to send highly personalized direct mail appeals to your planned giving donors, we can deliver. Our staff has many years of experience in high-end direct mail marketing—a value-added service for more sophisticated programs. (Read more)
And, when you want to deliver information and messages electronically, our non-invasive, permission-based, e-marketing system is the way to do it. (Read more)
Professional Support
If you need additional support to process and close planned gifts, we’ve got you covered. Our planned giving specialists will provide you with personalized support whenever and wherever you need it. We can help you set up your planned giving society, establish gift acceptance policies, and locate investment advisory and administrative services. We can provide you with gift illustrations, participate in donor discussions, generate gift annuity contracts, and facilitate almost any kind of planned gift. We even have specialists in real estate, art and antiques. And, for those times when legal expertise is required, we partner with one of the top charitable gift planning attorneys in the U.S. (Read more)
Seminars & Training
Our nationally recognized, two-day intensive WinningPG™ Seminar is a great way to train your staff and build your planned giving team. Planned Giving Company® clients receive a 20% discount to attend. We also provide on-site training and educational seminars. (Read more)
|
