Planned Giving Mailings

[McCarrick, Alicen]

Hi everyone!

 

I have a question about Planned Giving mail. We send several Planned Giving mailings a year allowing donors to inquire about Planned Giving products. Some of our mailings include donor testimonials while other mailings are intended to educate donors on ways to give (wills, trusts, and/or financial accounts). In return, donors inquire about ways to give and it allows an opportunity for personalized follow-up.

 

I’m curious about mail frequency. How many standalone Planned Giving mailings are included in your communication calendars? Are you planning to increase or decrease the number of mailings for the next fiscal year?

 

Thanks,
Alicen

 

Alicen McCarrick

Charitable Giving Associate Director, Data Analytics | Catholic Relief Services

228 West Lexington Street, Baltimore, MD 21201-3443

443-955-7176 | alicen.m...@crs.org | crs.org | crsespanol.org

 

 

      

 

 

[Dianne Duursma]

I never mail out planned giving packages.  

We list planned giving as an option to donors to discuss with us.   They do, we target multi-year patrons in our relationship conversations.  

I leave behind, a brochure, a letter and pledge form for them to discuss with their attorney/financial planner.  

Dianne Duursma

City Theatre Company 

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