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8 reasons why your organization needs a simpler planned giving website

by: Allison Sanka on

Does the industry need another planned giving website product? We weren't sure, but our clients told us yes!

We created our planned giving website product because our clients asked for one. Developed based on research, concerns and feedback gathered from our customers, the result is an affordable, results-driven, clean, modern solution. We dismantled the planned giving website concept and developed a product that includes only what you need, to get you the results that you want.

It’s simple, affordable and backed by really great, attentive service. Our stand-alone site gives you a powerful and beautiful web presence that gets you what you need – qualified leads that result in more conversations.

If you’ve been holding off on subscribing to other services because of the prohibitive costs, or you’ve been struggling to create this content yourself, we think this is the solution you’ve been waiting for!

The PGM Planned Giving Website really is different. Here are 8 reasons why.

  1. Marketing know-how. It was created and developed by a team of online and direct marketers, many of whom have worked in digital marketing for years. (One member of our team has been a digital marketer since 1997!) All of us have worked on planned giving website products. We took the concept apart and developed a product that only includes what you need, to get you the results that you want.
  2. Objective-focused simplicity. The focus of the PGM website product is not planned giving education, because that’s not your objective either. We know donors do not come to a planned giving website to learn about the intricate mechanics of a CRUT, or how to give a tax break to their heirs. They are looking to learn ways they can support the organization, what types of gifts and opportunities the organization offers, and who they need to contact to talk through the details of their gift. We think putting this information donors want upfront makes the site the most user-friendly product out there.
  3. Inspiring and useful content. Donors make planned gifts because they love the organization, its people and what it does. Our expert storytelling (what are known as “donor stories”) reminds donors why they support your organization and inspires them to want to do more.
  4. Content that speaks to the true audience. Donors are either the type of people to make a planned gift, or they aren’t. Planned giving website content will not convert a donor into a planned giver, so we don’t talk to those people. Our content focuses on the needs of these donors who are planned givers, letting them know you are in the business of planned giving, that it’s normal and easy to make a planned gift to your organization, and who (and how) they need to contact to take the next step.
  5. Easy, modern, clean design and interface. We utilize modern, clean design that is easy to use. (See some examples here.) We use a custom web address, specific to your organization or legacy society, which means zero IT department involvement to get your site live. Your own URL/web address also means no technical headaches like conflicting navigation or page templates; plus, it makes it easy to direct donors your marketing campaigns via a simple website address.
  6. Responsive design. Whether you load our planned giving website on a laptop, phone or tablet, it’s fully functional and easy to read and navigate, as intended, on any device.
  7. Customer service. We are in business to serve you. Our team is responsive and accessible. If you call or email us, you can expect assistance. If you need help, we are here for you. Period.
  8. Transparent pricing. $1,495 per year plus a one-time setup fee of $500 makes this a great value. Year-to-year, with no multi-year contracts required!

In sum, our planned giving websites offer exactly what you need; nothing that you don’t. To learn more and see examples, visit our planned giving website product page, or contact us for a consultation.

Guest Post: Planned Giving Also Means Planning for Fundraising Compliance

by: Allison Sanka on

Please join me in welcoming our guest author, Ify Aduba, a Nonprofit Compliance Specialist at Harbor Compliance. We hope you enjoy this guest post on charitable solicitation registration compliance for nonprofits.

Planned giving is just like any other type of fundraising. Broken down simply (but with much respect to the art of donor relationship building), you identify prospects, cultivate them, and ask them to give. You can find countless resources about the myths and facts about planned giving. What you and I both know – your organization should be actively implementing a planned giving strategy as part of your overall fundraising plan.

Not all planned gifts are deferred gifts. With the investment of some time and resources, many see a return on investment in a very reasonable time frame. And is has been demonstrated that, like other fundraising, proactive planned giving is more successful than employing a passive approach.

In their published study of donor behavior making the case for bequests, Adrian Sargeant and Elaine Jay found that "88.7% of supporters indicated that they believe it is appropriate for nonprofits to ask for a legacy gift." Whether you integrate the solicitation into your annual appeals or send a stand-alone mailing, post it to your website, or write it into your print or online newsletter, organizations won’t usually get the gift unless they ask for it. I’m not sure who said it first, but people give to people with causes. You have a great cause and you must ask.

Since you’ve mapped out a strategy for planned giving that engages your donors far into the future, fundraising compliance is essential. You don’t want anything to derail your donors’ confidence. Being compliant keeps their focus on your cause – and we already established that people give to people with causes.

41 states require charitable solicitation registration. There is an excellent chance that your organization is incorporated in one of those states. There’s also an excellent chance that your cause, your message has spread to donors in one of those states. You want to ask those donors to give to your cause, wherever those donors may be. If you are going to ask there, you need to register there.

It’s not enough to just pay attention to where you are. It’s about where you’re asking. Planned giving is a lifetime relationship and one of the greatest demonstrations of loyalty from your donors, a loyalty that you need to cultivate no matter where your donors may live. Don’t allow technicalities to slow you down. Register before you solicit so you achieve better fundraising and don’t leave money on the table.

Here are four simple best practices steps to stay compliant with your planned giving:

  • Research: You need to know your status in each state. Once you know that, you can easily map your path to compliance, including which application to complete and what fees may be charged.
  • Apply: Each state has its own application process, so be sure you are preparing the correct forms in the most streamlined and cost-effective manner.
  • Monitor: As with any other submission you make, you’ll want to follow these applications through to approval, for your – and your donors’ – peace of mind.
  • Renew: Mark your calendar so that once you’re compliant, you stay compliant. Track due dates and fees so that your renewals are on time and complete.
Donor relationships are built on trust. Transparency, accountability, and compliance preserve that trust. Your donor is making a lifetime gift because they trust and believe in you and your cause. Honor their planned gift with the transparency, accountability, and compliance it deserves!

Author Bio:
Ify Aduba is a Nonprofit Compliance Specialist for Harbor Compliance, a leading provider of compliance solutions for organizations of all types and sizes. Headquartered in Lancaster, Pennsylvania, Harbor Compliance partners with organizations in every state and over 25 countries abroad to help solve the most challenging compliance problems. With clients that range from the largest organizations in the country to fast-growth startups, Harbor Compliance fully manages government licensing compliance in both nonprofit and business sectors.

In her spare time, Ify actively volunteers within her community. She currently serves as President of the Board of the Pennsylvania Association of Nonprofit Organizations (PANO), President of the Administrative Ministries Team at Doylestown United Methodist Church, and Board member for the Bucks County Women’s Advocacy Coalition. She is also a member of the Doylestown Branch of the American Association of University Women and Doylestown Rotary.

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