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.

The origins of planned giving success are humble.They are rooted in personal phone calls, handwritten notes, and genuine...
06/18/2026

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/

Think your planned giving marketing runs itself? Think again. We're tackling the biggest myths in planned giving head-on...
06/16/2026

Think your planned giving marketing runs itself?
Think again.
We're tackling the biggest myths in planned giving head-on in our new blog series, Planned Giving Realities and Myths.
From why "set it and forget it" campaigns fall short, to what donor engagement really looks like (hint: silence isn't always a bad sign), these posts challenge assumptions that could be costing you results.

Check them out at https://pgmarketing.com/category/myths-and-realities/ and let us know which myth hits closest to home.

What does it take to build a planned giving program at a small Catholic school with a lean staff and a big mission? Tere...
06/12/2026

What does it take to build a planned giving program at a small Catholic school with a lean staff and a big mission?
Teresa Hartman, Director of Advancement at Our Mother of Perpetual Help School (OMPH) in Ephrata, PA, found a way.

As an alumna of the school, she knew the impact of Catholic education firsthand.

Her goal? Make sure OMPH would be there for generations to come.

With the support of Planned Giving Marketing, she launched a program that runs consistently in the background so she can focus on what she does best.

"PGMarketing is like having another employee without hiring another employee."

The results speak for themselves:
+double-digit legacy commitments in the first year
+a 750%+ increase in annual fund revenue

Read the full story 👉 https://pgmarketing.com/building-a-legacy-for-the-future/

We're beyond excited to welcome our newest partner, Notre Dame College Prep!Located in Niles, Illinois, Notre Dame Colle...
06/10/2026

We're beyond excited to welcome our newest partner, Notre Dame College Prep!
Located in Niles, Illinois, Notre Dame College Prep has been shaping young men of faith, scholarship, and service since 1955.
This all-boys, Catholic college prep powerhouse is rooted in the Holy Cross tradition and dedicated to developing the next generation of gentlemen who lead with character, integrity, and purpose.
We can't wait to see what we accomplish together...let's get to work! Notre Dame College Prep

These words are often applied to all types of fundraising efforts, including planned giving. But, in the context of plan...
06/08/2026

These words are often applied to all types of fundraising efforts, including planned giving. But, in the context of planned giving, the use of such language can be inadvertently limiting, shaping perceptions and strategies in ways that do not truly fit this unique area of philanthropy.
https://pgmarketing.com/campaign-vs-program/

Here's what 25 years in planned giving marketing taught me:The organizations that try to "launch" planned giving like a ...
06/04/2026

Here's what 25 years in planned giving marketing taught me:
The organizations that try to "launch" planned giving like a campaign? They struggle.
The ones that weave legacy conversations into everything they do? They thrive.
Your donors aren't waiting for planned giving season.
They're living their lives and thinking about their impact.

Meet them where they are, when they're ready.
Jeff Stein, CEO of Planned Giving Marketing

We're so excited to welcome our newest partner!Mount de Sales Academy in Macon, GA is a Catholic, coeducational middle a...
06/02/2026

We're so excited to welcome our newest partner!
Mount de Sales Academy in Macon, GA is a Catholic, coeducational middle and high school offering an exceptional college-prep experience rooted in faith and community.
Founded in 1876 by the Sisters of Mercy, it's the oldest independent school in Middle Georgia and has spent nearly 150 years shaping students of strong intellect, character, and service.
We are beyond excited to work alongside such a storied institution.
Let's build something amazing together!
Mount de Sales Academy Macon GA

Catholic schools have long been a cornerstone of American education shaping generations of students through academic rig...
05/28/2026

Catholic schools have long been a cornerstone of American education shaping generations of students through academic rigor, strong values, and a deep commitment to service.
Yet today, many Catholic elementary and secondary schools face a growing financial challenge.
Changing demographics, rising operating costs, and broader economic pressures are testing the sustainability of institutions that have meant so much to so many.
For those working to secure the future of Catholic education, one powerful and often untapped resource deserves a closer look: the alumni who came of age in these schools during their golden era.

Graduates from the classes of the 1960s, '70s, and early '80s carry a lifetime of memories, values, and gratitude -and many are ready and willing to give back.

https://pgmarketing.com/catholic-schools-at-a-crossroads-engaging-alumni-of-the-golden-era-for-a-new-generation/

Even excellent writers can struggle to get responses from donor communications.The issue isn't your writing ability...it...
05/27/2026

Even excellent writers can struggle to get responses from donor communications.
The issue isn't your writing ability...it's that good grammar alone doesn't motivate donors to give.

What actually moves donors to respond?
Emotional connection.

When your appeals read like academic papers, legal documents, or textbooks, they fail to inspire action.
Effective fundraising marketing should motivate donors to take that next step and engage with your organization.

Download this free guide to learn how to make your marketing messages more emotionally resonant—and more effective at driving donor response.

https://pgmarketing.com/writing-to-inspire-free-guide/

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