Lift-Off Services

Lift-Off!

Holistic Current and Future Gift Development Infrastructure

Our holistic level of service. Reinvigorate your current monthly giving fund, major gifts of assets, and build a pipeline for future gifts.

Our Lift-Off Service is designed to help you establish a fundamental development infrastructure. Ideally, complex giving messaging and conversations should happen much earlier in the development process. Pleiades encourages a holistic approach where donor engagement includes marketing, relationship development, key advisor connections and timely moves management.

Deliverables

Marketing

12-month overall monthly and planned giving marketing Calendar to be used in coordination with other organizational initiatives.
Audit of current marketing efforts, social media and website presence for fundraising opportunities. Website direction for gift planning language.
Coaching and identification of donors for stewardship and engagement in planned gifts.
Monthly Planned Giving Email Content (Eblast template) to be used in existing organization publications/platforms.
Staff education, gift planning documents and group training. Coaching on board engagement and increased giving and stewardship
Pleiades On-Call: Our ongoing advising availability,

Donor Relations

Produce, help promote and run Estate Planning Seminars (Two/Year) in-person for prospective donors (Travel costs are extra)
Run complex giving proposals as needed
Available for donor questions

Professional Advisor Participation

Connection with local allied partners including estate attorneys, financial advisors and fiduciaries with the goal of employing them to co-present and follow up with donors following our estate planning and various PG vehicle seminars.

Service Level Comparison Matrix

Download.pdf

Identifying Your Target Audience

Your donor base is unique, and that means your messaging must mirror your organization's culture. While gift planning affects all Americans based on certain stages of life, we work diligently to match your cultural messaging along with American charitable tax law to speak to your unique donors.

Estate Planning Seminars

Our "turn-key" Estate planning seminars are not only an exceptional way to be in front of your most interested donors, they are critical for involving professional advisors who may help your donors complete their will or trust documents.

Marketing Calendar

As your organization aims to secure larger gifts of assets, we aim to focus on the giving vehicles that historically provide the greatest ROI. A marketing calendar helps identify the ebbs and flows of marketing throughout the year, creating momentum with appropriate calls to action each step of the way.

Working with Organization Publications

We appreciate the wonderful work currently carried out by your marketing and communications team. We also understand the sensitivities related to marketing traffic and segmented audiences. Using a gift planning marketing calendar, we strive to work within your communication framework while providing thorough attention to proven strategies for marketing planned and major gifts of assets.

Gift Vehicle eBlasts

eBlasts are timely specially targeted emails designed to promote specific giving vehicle language and offer appropriate content that is useful in a marketing campaign.

Template Print Design and Content

Many of your donors may appreciate the value of a well-branded print piece that explains popular ways of giving from asset wealth. We provide designed print pieces and work with your full-service printer of choice.