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[Guest Post] 10 Suggestions for Making a Extremely Efficient Deliberate Giving Attraction


Right this moment’s visitor put up is from the “Deliberate Giving evangelist,” Tony Martignetti. Tony is the host of Nonprofit Radio and the creator of the Deliberate Giving Accelerator. Each as frontline fundraiser and as a marketing consultant, he’s helped nonprofits increase over $100 million. You possibly can comply with him on Twitter @TonyMartignetti


Tony Martigenti, Planned Giving ExpertTony Martigenti, Planned Giving Expert

10 Suggestions for Making a Extremely Efficient Deliberate Giving Attraction

By Tony Martignetti

Most junk mail fundraising appeals comply with a well-tested algorithm which are influenced by many years of information.

Deliberate Giving appeals, nevertheless, are a unique form of animal.

Whereas most fundraising letters goal to steer readers to make an instantaneous present, that isn’t true of deliberate present mailings.

As a substitute, they need to have a unique really feel — and comply with a unique algorithm.

As a result of your objective is to start out a long-term dialog, it requires a particular contact to create a letter that introduces donors to Deliberate Giving.

Thus, it is best to goal to put in writing from the guts.

Be heat, factual, honest, and easy.

Your goal isn’t strictly to hit a charge of reply by a sure date. Very often, the response comes a lot later.

That is long-term fundraising. You’ve hit a house run if somebody saves your letter and retrieves it years later when it’s time to organize or revisit a will. We all know of us are doing simply that in droves proper now. Simply search “pandemic wills surge.”

With that in thoughts, listed here are 10 issues to contemplate whenever you craft a Deliberate Giving attraction letter:

  1. Maintain it easy. Commit your letter completely to selling a present by will. No different topics ought to distract from that objective.
  2. Write with a tone that appeals to older readers. Write for folks of their 60s and older. Most individuals who make Deliberate Giving choices are older – so it is best to contemplate that your audience.
  3. Maintain it brief. Write one web page or much less.
  4. Personalize it. Use a full inside deal with and a proper salutation (Pricey Miss/Mrs./Ms./Mr.). Keep away from utilizing salutations corresponding to “Pricey good friend” or “Greetings!” Whereas first names and a lighter contact work for different appeals, you’re trying to be each formal and private with a Deliberate Giving attraction.
  5. Get a testimonial. When you’ve got a keen donor who has determined to make a deliberate present, a testimonial from them might be extremely highly effective, particularly if it articulates what an enduring legacy on your nonprofit means to that particular person.
  6. Let your ask stand alone in its personal paragraph. I wish to underline it.
  7. Use a closed outer envelope, not a window provider. The topic is private, non-public, and severe. Your letter shouldn’t appear like an bill.
  8. Enclose a reply card. Give readers the chance to let you know they’d like extra info. That’s the way you develop your prospect pipeline.
  9. Embrace a return envelope. As a result of it is a private and discreet dialog, don’t design your reply card as a self-mailer. The data being shared is delicate.
  10. Postage choices matter. Apply a stamp. You should utilize the first-class, presort charge (if you wish to get monetary savings over common firstclass). It’s vital to keep away from bulk mail or metering for this personalised, earnest, and vital letter. Notion issues.

Need extra Deliberate Giving methods? Get my electronic mail publication for sensible, accessible and free recommendation. You possibly can enroll right here.



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