WHAT YOU NEED TO KNOW ABOUT ONLINE WILL-WRITING TOOLS is FREE courtesy of MarketSmart
Where do will-writing tools fit in your strategic plan? How do you measure planned giving success? And MORE!
There’s been a lot of discussion in the planned giving industry regarding free will-writing platforms. These are being heavily marketed right now as a way to dramatically increase planned giving ROI. This webinar is not meant to criticize or endorse these platforms. We do want to offer some insight on the risks of pinning your planned giving success solely on these programs, suggestions as to what a truly effective planned giving marketing program might look like, and where these platforms might fit in.
Legacy gift marketing is not just about getting into as many wills as possible. Any organization opting to use these online will-writing tools must recognize that these tools should only supplement robust strategic legacy gift marketing initiatives, not replace them. And if they are used, stewardship – including extensive marketing-based stewardship – is key to ensuring that donors will not alter their decisions later.
