1. Will this reduce gifts to our annual campaign?
Planned gifts are made by your most loyal donors, those who truly want to make a difference for you organization and help you advance it and its mission do so out of philanthropic intent. In creating a planned gift they are including you in their future plans. Experience has shown that they do not change their current giving patterns and if they do it is to provide you with more gifts not fewer.
2. How can we do this and still tell our donors we need money now?
Annual gift are about the current needs of those you support and the programs you run. Planned gifts are about the future of your organization. If you have a plan for a better world that is about today and tomorrow, the story about both your current need and your future need is an easy one to tell.
3. Can you provide the PGgrowth service anywhere in Canada?
Yes! With today’s technology, we can provide our service to you anywhere in Canada.
4. Do you do the printing?
We use your trusted printing supplier to ensure you keep costs down and have direct control of every aspect of the process. We will act as facilitator with the printer and be there to deal with the necessary aspects until each aspect of the process is completed. If you wish, we can suggest a printer for you to use, but again, this will be your supplier so that you have input and control.
5. Do you do the mailing?
As with the printing, the mailing of the elements of the program will be done with your regular mail house supplier. Your supplier, more control by you.
6. Will we have to turn our donor/supporter list over to you?
Since the mailings will be carried out by your supplier, we do not need to see the names, addresses or other personal and confidential data of your donors.
7. Will you/can you help us prepare and/or make the ‘Ask’?
Yes! With our support service, we can help you get ready for the Ask by providing strategies and insight into the best way to approach it and what to be ready for in the process.
8. Is there a contract period, and if so, how long is it?
To truly benefit from the donor cultivation cycle, it is best to go through the entire process for at least one year. After each full year, we will sit down with you to assess your program and plan your next steps.
9. How many cultivation pieces or newsletters do you do each year?
We suggest two; based on many years of experience we have found that this works best. They are then followed up by an annual direct mail package.
10. What does the annual Direct Mail package include?
The direct mail package will include a variety of items that will be discussed and agreed upon by PGgrowth and your organization. For example, it could be a letter with a response card and reply envelope. A donor survey could be included as well. If appropriate, the annual package could include specific information about charitable gifts made through an estate plan. The key is that each package must match the need of the organization — not only as part of that year’s cultivation process but also to support the ongoing efforts of the program. We will work to get the best package for your organization for the current marketing cycle.
11. Can you provide planned giving booklets and brochures, customized for our charity?
Yes. We have a number of general planned giving and topic-specific brochures and pamphlets for you to use for your program.
12. Can you help us develop our target list for bequest cultivation?
This is the all-important first step in what we do for your program. Mailing to the right people at the right time with the right message is the key to a successful program. We help you make this happen.
13. How quickly can you get a program launched for us?
Whenever you are ready to go … so are we. First we’ll review your current operations with you and provide insight into your database and those best suited to be on your PG list. Aside from that, we can get your program launched quickly and cost-effectively.
14. Would our newsletter design be unique?
Yes. Every piece we create for your program is unique to your organization. We will work with your communication standards and internal/external communication specialists to ensure we follow your message and look.
15. Can we contribute articles to the newsletter?
Yes. Many of our clients do.
16. Do we have the time and opportunity to review the newsletter content and request changes, where appropriate?
Yes. Every aspect of the pieces created for your program will be provided for your approval well in advance of any targeted mailing date. We welcome your input.
17. Can we decide on the schedule for our newsletter?
Yes. The mailing we do for you must fit into the other programs of your organization. We’ll suggest some times that are best suited for the program.
18. Does the newsletter include colour?
Ultimately, the design you choose will answer this question. Printing costs often determine whether the design is full colour, spot colour or black only. We will work with you and your printer to fit the printing into your budget.
19. Can we send the newsletter out via the Internet?
After they have been mailed, all cultivation pieces will be provided to you in pdf format to be included on your web site or used in additional email cultivation. We’re happy to facilitate other uses of the content as well.
20. Is the cost of printing and mailing extra?
The PGgrowth cost is for the consultation, data base targeting, content creation for pieces, design, print ready digital files, facilitation to mail drop and ongoing support. The printing and mail host charges are extra and billed directly to you by your suppliers.
21. How much of our staff time should we allocate to this?
You will need a liaison between PGgrowth and your organization but the staff time necessary to advance the process of the cultivation cycle is small. What you will need is a process to move the prospects further along the way once they have been cultivated through an entire cycle. If you don’t have a designated person associated specifically with your planned giving program or have yet to really launch a true planned giving program, we can help you establish the necessary organizational structures and resources to truly benefit from a full integrated and proactive program.
22. What does our Board have to do?
Your Board’s involvement is on a governance level. By committing the necessary resources to operate a Planned Giving program — and the funds to access the PGgrowth service — they will be doing all they have to do to begin the process of your organization benefiting from planned gifts. Of course, if they wish to have further involvement that can only be of further help to your organization.
23. We can’t afford to print brochures, can PGgrowth provide simple Fact Sheets?
Yes. PGgrowth can provide easy-to-understand Planned Giving Fact Sheets, or small booklets for all of the various Planned Giving vehicles. The Fact Sheets are Word templates. All you have to do is add your organization’s name, mission and contact information and print on your letterhead. It’s that easy.
24. We need a cost-effective planned giving program: we need planned giving policies, administrative forms, fulfillment materials, responder cards, letter templates, the works! Can PGgrowth help?
Yes, PGgrowth can provide over 75 Word and Excel templates to help you get started. They are easily downloaded. And if you require it, we can help you ensure that all your materials are donor-ready. It is fast and easy.
25. How will the PGgrowth Cycle of Cultivation help our existing Planned Giving Program?
For an existing program, we will enhance the planned gift ‘flow’. The PGgrowth Cycle of Cultivation will help your currently running program in a number of significant ways. Our approach will ensure that your program continues the engagement with your best prospects by educating them and inspiring them. It will also ensure that they are regularly approached to take the next step toward making a planned gift. Our Cycle of Cultivation will also allow your organization and those individuals involved in planned giving to focus on the most important activity – talking to donors. For new program, our focus will be on creating the planned gift ‘flow’. The PGgrowth Cycle of Cultivation will help your new program by providing the knowledge and approach to hit the ground running. Within the first 12 months of your program, your organization will have already uncovered or secured gifts. It will also have supporters that will have been moved from loyal donor to planned giving prospect. These will create a group of real people intent on providing a planned gift to support your work.