Legacy Direct Marketing
Planned gift marketing programs designed for organizations with 100,000 or fewer donors. Choose from guided opportunities customized to your mission, staff, budget, and goals.
More than 100,000 donors?
Discover your premium solution today.
Digital Marketing
- No Long Term Contract
- 18-month minimum recommended
- Starting at $899/mo + $0.10 per email
- Add on premium services for a bigger impact
Choose a base program of 6 or 12 annual emails with fulfillment material and social media components for a low monthly cost and no annual commitment. Engage your donors with meaningful and helpful educational material proven to drive engagement and generate planned gifts to advance your mission.
Direct Mail
- Best for reaching senior audiences
- Better response rates
- Built-in lead qualifiers
- Highly personalized outreach
Despite the higher cost of entry, direct mail still offers the best ROI in planned giving. We can supplement digital campaigns with a few well-timed mailings or build a mail-first lead generation powerhouse.
Lead Generation
- Uncover existing gift commitments
- Measure donor engagement
- Identify connections to your mission
- Discover planning objectives and concerns
CZG pioneered the development of planned giving lead generation surveys in 2004. Still the best in the business, we can create a digital or print survey to better qualify your donors, improve cultivation, and reduce the time required to close gifts.
Donor Journeys
- Custom cultivation path
- Enhances donor relationships
- Reduces time required to close gifts
- Provides donor stewardship
Every donor response initiates a custom cultivation series created to enhance relationship building and improve donor stewardship. This crafted outreach leads the donor to you and reduces the time between contact and closing.
Consulting Services
- Tap into decades of experience
- Grow your program strategically
- Reach goals faster
- Add senior expertise without a big salary
Our Legacy Builder programs offer a single, low-cost opportunity to create or advance your planned giving program. Designed for organizations with fewer than 100,000 donors, our platform options include a full database analysis, donor modeling and scoring, a 12-month planned gift development roadmap, and a full marketing plan based on your available budget.
Landing Page Development
- Integrates with your existing website
- Links with social media and email
- Easy for donors to navigate
- Effective inbound strategy
Add a planned giving microsite or social and email landing pages to get the most from your digital marketing program. We’ll cultivate your digital planned giving presence around your current footprint, ensuring content is impactful and up to date.