Identify prospects for planned and major gifts while educating and motivating your most loyal supporters using the newsletter program that works best for you.
Our signature newsletter program for cultivating planned giving prospects is both cost-effective and highly customized. You design the masthead, select gift planning topics, supply donor stories for added impact, provide photos, and modify or substitute copy. Reply cards and response brochures offer additional opportunities to connect with donors.
Donor Advisor is completely yours, but EDS does all the heavy lifting—writing, designing, proofing, print production, and mailing. You can choose to pair this print newsletter with an echo email to reinforce your message and expand your outreach.
Visions in Personal Planning
This targeted self-mailer for planned gift cultivation is a great way to ease into a newsletter program. It is designed to reach donors with minimal investment of your time and money. Each issue promotes key gift planning options with timely, informative content.
Our standard Visions includes your masthead, logo, and contact information as well as defined areas to feature your own content and images. Or, you may choose a fully customized Visions, which provides even more opportunities to incorporate your organization’s branding. Either option allows inclusion of a fully custom introduction from you to your donors.
Visions is an affordable, easy-to-implement program for consistently and effectively connecting with donors and encouraging support for your mission.
Reach a specific audience of potential donors with a specific planned giving message—gift annuities, year-end planning, bequests, life income gifts, or any topic best suited to your needs.
Targeted mailers are ideal for connecting with donors in a timely and completely customized way. You choose the topic, the timing, and the photos. You personalize the copy to meet your needs and goals. The end result is an attention-getting piece, branded and focused on your particular message.
Each four-panel mailer includes:
A tear-off reply card to encourage responses from your donors and supporters
A PDF response piece to give interested readers the opportunity to get more information on the gift planning topic
Accomplish numerous marketing objectives with one effective, personalized brochure.
An informative, eye-catching brochure is a highly versatile marketing tool that can be used as:
A response piece to your direct mail programs
A special mailing item
A part of a display
A seminar hand-out
A leave-behind piece for donor meetings
We have several topics available that you can personalize with your logo, photos, and contact information. Two popular choices are:
Making a Difference—A broad look at planned giving from the donor’s point of view, covering numerous giving options and their benefits.
10 Strategies for Year End—A concise guide that helps donors and their advisors plan for year end and prepare for completing tax forms.
Of course, if we don’t have a ready-made brochure that meets your needs, you can always make use of our boutique services to create a custom piece tailored to your organization and its goals.
Communicate a timely and motivational planned giving message.
A powerful image. Concise, targeted messaging. The combination makes postcards a highly effective marketing option. Combine this with the inherent benefits of postcards—they are fast, easy, and affordable—and you have one of the best ways to reach the greatest number of donors and potential philanthropists.
Although postcards are particularly well suited for time-sensitive messaging—everything from legislative changes to reunion gift participation—they are just as powerful for promoting any gift option or endowment fund.
Let us do the hard work of crafting an on-topic marketing message. You supply your logo, contact information, and photos. You can even direct donors to your planned giving website using your web address and/or QR code. Together, we’ll create a unique and impactful piece of your integrated marketing strategy.
Obtain donor feedback on particular ideas, concepts, or experiences that can influence and improve your marketing and outreach approach.
The more you know about your donors, the more easily and accurately you can tailor you outreach to their opinions, experiences, and intentions. The knowledge you gather through the survey strengthens relationships and lets you adjust your messaging and approach if necessary.
Your fully branded survey will contain carefully crafted questions custom to your organization and your specific need for information. It will be produced, printed, and mailed on your schedule. We provide compiled response data in an Excel report for your use.