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Planned Giving Mailings

Question

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?

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Hi! Most of our clients average 2 a year, some do up to 4 a year. Hope this helps!

Lisa-M. Answered question October 7, 2022
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