Planned Giving Marketing

Planned Giving Marketing Stop wasting time and money being frustrated with generic, one-size- fits-all marketing that donors ignore. Call PGM at (484) 680-7600 We make it easy.

Instead, attract donors with custom marketing that captures their attention and gets them to raise their hand. As a successful planned giving fundraiser, you know you need to capture the attention of your donors and inspire them to raise their hands. The problem is it’s hard to do all that work alone and it's find a good marketing partner. Most of the generic content you see doesn’t look or sound

like your organization. And, it’s always a big hassle when you ask them to make changes. Stop wasting time and money on mediocre marketing that it doesn’t bring in many (if any) significant leads. At Planned Giving Marketing, we understand you want a marketing partner. Someone who helps you communicate with your donors authentically so they’re inspired to call you and start a conversation. That’s why we provide original, highly personalized communication that’s well-branded to your organization. Donors will read real stories—your stories— written in your voice. And they’ll notice the difference and respond. And the best part is you’ll get it without any hassle. All you have to do is:
1. Talk with your PGM partner about your planned giving goals.
2. Receive a strategic marketing plan.
3. Be proud of the response you get from personalized marketing that’s written and designed specifically to your donor. Stop wasting time and money being frustrated with generic, one-size-fits-all marketing that donors ignore. Call us at (484) 680-7601.

Most planned giving officers are sitting on a false sense of security.They've sent the surveys.They've checked the box.T...
08/28/2026

Most planned giving officers are sitting on a false sense of security.
They've sent the surveys.
They've checked the box.
They think they know who their legacy donors are.
They don't.

Bequest intent doesn't live in survey responses.
It lives in years of consistent, meaningful communication that makes a donor feel seen, valued, and connected to your mission.

The organizations closing the most planned gifts aren't the ones with the best data collection tools.
𝗧𝗵𝗲𝘆'𝗿𝗲 𝘁𝗵𝗲 𝗼𝗻𝗲𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗱𝗲𝗲𝗽𝗲𝘀𝘁 𝗱𝗼𝗻𝗼𝗿 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀.

We wrote about why donor surveys fall short and what actually moves the needle.

Read more here:
https://pgmarketing.com/why-donor-surveys-are-not-the-silver-bullet-for-uncovering-donor-intent-in-planned-giving/

At Planned Giving Marketing, we help nonprofits build the kind of programs that create real legacy gifts, not just better spreadsheets.

This Thursday at 2pm EST!Russell James is the top name in planned giving research... but how do you actually use it in y...
08/24/2026

This Thursday at 2pm EST!

Russell James is the top name in planned giving research... but how do you actually use it in your everyday work?

Join us for a session that turns his neuroscience-backed findings on legacy, mortality, and "autobiographical heroism" into real, practical messaging tools.
Walk away with:
✅ Clearer word choices
✅ Story frameworks that work
✅ Conversation prompts that connect your mission to a donor's story (without the death-avoidance or the script-y feel)
Save your spot 👇
2fd12fb1-b32f-4157-a7df-6c5b76c81779@fc64d9a5-9690-427c-b175-2e70d5dbc20e" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2fd12fb1-b32f-4157-a7df-6c5b76c81779@fc64d9a5-9690-427c-b175-2e70d5dbc20e

To the Leaders making a difference every day!
08/21/2026

To the Leaders making a difference every day!

If you work in planned giving, you already know the name Russell James. His research on legacy, mortality, and what he c...
08/18/2026

If you work in planned giving, you already know the name Russell James. His research on legacy, mortality, and what he calls "autobiographical heroism" has shaped how we think about donor psychology.

But knowing the research is one thing. Using it in your actual conversations with donors is another.

In this session, we're bridging that gap.
You'll walk away with:
✅ A clear breakdown of James' key findings
✅ Word choices that resonate without triggering death-avoidance
✅ Story frameworks you can bring into your next donor conversation
✅ Prompts that help connect your mission to a donor's own life story
Whether you're a gift officer just getting started or a seasoned fundraiser looking to sharpen your approach, this is a practical, applicable session you don't want to miss.
Save your spot 👇

Sign up: 2fd12fb1-b32f-4157-a7df-6c5b76c81779@fc64d9a5-9690-427c-b175-2e70d5dbc20e" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2fd12fb1-b32f-4157-a7df-6c5b76c81779@fc64d9a5-9690-427c-b175-2e70d5dbc20e

The origins of planned giving success are humble.They are rooted in personal phone calls, handwritten notes, and genuine...
08/13/2026

The origins of planned giving success are humble.

They are rooted in personal phone calls, handwritten notes, and genuine conversations about donors’ lives, aspirations, and values.
The best shops have spent years, sometimes generations, cultivating authentic, respectful connections.
Learn more:
https://pgmarketing.com/what-top-planned-giving-programs-wont-tell-you/

One donor wanted to fund a scholarship endowment but felt cash flow made it impossible.Then someone asked: "Have you eve...
08/06/2026

One donor wanted to fund a scholarship endowment but felt cash flow made it impossible.
Then someone asked: "Have you ever considered giving appreciated stock?"

She funded the endowment right away.
The money was already there.
Nobody had asked the right question.

That's the opportunity hiding in most donor portfolios. Your long-tenured, steady givers may be sitting on appreciated assets they've never thought to use for philanthropy.
A few things to check before your next ask:
→ Is your brokerage account active with transfer instructions on file?
→ Does your gift acceptance policy clearly cover securities?
→ Have you identified 3-5 donors who fit the profile?

Lead with the donor's story, not the tax jargon. It helps prospects think, "someone like me could do this too."
We break down the full process in our latest article. 👇

https://pgmarketing.com/appreciated-stocks-the-gift-thats-already-there/

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