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Planned Giving Mailings


Planned Giving Mailings

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?


Hi there. I don’t have an actual number in mind, but I would say “not enough” no matter how often you mail. Those mailings are so lucrative!

annabananna Answered question October 5, 2022
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