The primary goals of marketing efforts are to inform people about the gift annuity program and to generate inquiries from motivated prospects. Do not attempt to explain details — that is for face-to-face meetings. Your organization’s mission and charitable work are the foundation of its marketing efforts. Gift annuity donors are motivated by both the desire to make a major gift to your institution and the opportunity to receive an attractive fixed income that they cannot outlive. Market your charitable gift annuity program to people who already support your organization as volunteers and donors. They value your mission and work, and they may be able to meet personal financial goals through the charitable gift annuity program.

Download this free article to learn who your best planned giving prospects are! Learn how to pare down potential prospects to those with whom gift planning efforts are likely to be most effective and productive. Also learn how age, family situation, past giving record and ability to give will inform your approach.

It’s the people, pure and simple. What other job permits us to talk with successful and generous people about their families, backgrounds, values, and dreams?

Current gifts are those given and received now. Examples of current gifts include cash or checks, stocks or bonds, real estate, personal property, and art or antiques. The donor simply sends or brings the actual gift to your organization or signs papers transferring the asset(s) to your organization.