Synergy Not Silos: A Multi-Department/Multi-Partner Approach for Effective Planned Giving Marketing

It’s time to revolutionize planned giving.

Too often, planned giving programs and their marketing exist in silos. The result? Generic messaging, stock imagery, and minimal channel integration that fails to inspire or engage. It doesn’t have to be this way.

Most organizations, regardless of size, are missing out on the full potential of integrated, multi-channel marketing. From mail, email, and text to telemarketing, paid social, display, search, and even CTV/DTV, there are powerful tools available, but few programs are using them in a truly cohesive way.

In this session, you’ll hear from professionals working in a range of nonprofit environments, from solo fundraisers at smaller organizations to digital marketing leads at national brands. They’ll share how both small and large teams can elevate their planned giving efforts with strategic channel selection, cross-team collaboration, and intentional messaging.

You’ll also explore how to meet the full spectrum of planned giving goals, from cultivating interest to generating qualified leads, driving action, and retaining legacy donors to maximize long-term impact.