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Old Globe


Placing Complex Giving on the Map

Multi-Channel Marketing Implementation

Your Time Is Limited...

Yet, PG Marketing Is Still Necessary

You know your donors, but your goal is to discover more about your donors' interests in leaving a planned gift, such as a bequest or beneficiary designation gift, or major gift from a DAF, QCD, or appreciated property. Pleiades will work with your marketing vendor to create, design and distribute your planned giving marketing needs. This way, you can allocate more time to visiting your donors.



  • Working with Professional 3rd Party Vendor

  • Audit of current marketing efforts, social media and website presence for fundraising opportunities.

  • Database Segmentation and List Development

  • 12-month overall monthly and planned giving marketing Calendar to be used in coordination with other organizational initiatives.

  • Monthly Strategic Plan

  • Gift Planning Documents for Frontline Fundraisers

  • Creating Print Design and Print

  • Monthly Estate Planning Enewsletters and Vehicle Eblasts

  • One Survey/Year

  • Eblasts/Print for High ROI Giving Vehicles

  • Marketing Campaigns

  • Work with Existing Org Publications and Media Channels

  • Produce, help promote and run Estate Planning Seminars (Two/Year) in-person for prospective donors (Travel costs are extra)

  • Coaching and identification of donors for stewardship and engagement in planned gifts.

  • Staff education, gift planning documents and group training. Coaching on board engagement and increased giving and stewardship

  • Pleiades On-Call: Our ongoing advising availability,

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

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