Postcards, E-Marketing and More Marketing Toolkits Tracking Visitors

Planned Giving Marketing Toolkits

12-Month Planned Giving Marketing Plan (Free Download)

The complete, step-by-step, 12-month marketing plan that connects you with your prospects to introduce, position, and promote planned gifts. Specifically designed for smaller and medium-sized charities, it's also ready to jump-start a campaign for a larger organization under deadline. Includes expert advice, detailed campaign calendar, resources and tools, discounts, more.

More Toolkits

Will Kit
This handy collection of documents serves as a powerful and elegant promotional handout kit that makes networking easy.

Use them as leave behind on donor visits. Give them out at Legacy Society luncheons, major donor gatherings or board meetings. Or hand them to financial advisors to pass on to their constituents.

Get Your Board on Board
A powerful Power Point presentation to convince your board on the importance of planned giving and endowment. Whether you are starting a new program or stregthening an existing one, it's always important to motivate your board and get them on board!

CGA Mini Toolkit
Why waste time deliberating over which CGA pieces to send and in what order? Our CGA Mini Toolkit offers maximum results by eliminating the guesswork. Includes six attention-grabbing CGA marketing pieces.

Bequest Toolkit
Most of the planned gifts you close this year will be bequests. Power up your marketing today with this ready-to-go toolkit. Includes all the materials you'll need for a successful bequest campaign, start-to-finish. Plus, it's a stewardship kit, too!

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"Viken can speak to a group in a darkened room at 1 p.m. after a high-carb lunch and have you sitting bolt upright in your chair with the synapses of your mind pinging with transmissions and on high alert. Using colorful stories and examples, he makes the case that planned giving is not fundraising, but marketing. Viken advises a simple, no-nonsense approach.”

Susan Fisher
Univest Foundation

"Viken made technical stuff make sense to me. He was informative, entertaining and provided me with ideas that led to gifts. It doesn't get any better than that.”

Jack Miller
Pittsburgh Planned Giving Council

"The entertainment industry has Madonna, Sting, and Bono. Sports has Magic, Venus and Serena, Michael, Tiger. For those of us in planned giving, there's Viken. He wants us to re-think the ways we reach out to the individuals who support our organizations. The language we use. Viken also brings a colorful and direct approach to talking to us about what we do right, what we do wrong (you'll see he's not afraid to show us what we do wrong) and how we can do better.”

Ron Fleury
Planned Giving Group of Connecticut

"Controversial, funny, and painfully truthful.”

Jeff Cory
Formerly of the Planned Giving Council of Lee County

"You can't help but laugh — and learn — once Viken takes the mic. His energy is contagious. Viken listens closely to questions from participants, so he is able to meet them where they are — whether they are new to the field or seasoned veterans. His presentations are packed with down-to-earth and useful information you can use.”

Mary Hopkins Mary B. Hopkins
Delaware Community Foundation

"Viken Mikaelian balances an in-depth knowledge of his subject matter with concrete examples and subtle humor. Our AFP audience of seasoned professionals praised both the information and his use of the live internet in this fast paced presentation. One out-of-towner made a point of saying, 'It was well worth the drive!' We look forward to having Viken back again.”

Lucy O'Donnell
AFP of Delaware

Viken was a smash hit in Pittsburgh last week. Praise was high and so were the ratings. We measure Quality, Content, and Relevance. Viken's were all in the 95% — 98% range and comments were strongly positive. After reviewing the Program Evaluations from his presentation, the fact that comments repeatedly used words such as "excellent,” "wonderful,” "outstanding,” "fantastic,” and "fabulous” speaks for itself. Thanks again for a great program.

Lucy O'Donnell Gordon M. Core
President, Pittsburgh Planned Giving Council

"[Viken is] an energetic individual with a very unique perspective on how to build a planned giving program. Coming from a background in marketing, his expertise was truly in how to engage an audience and capture the attention of a donor base."

Association of Fundraising Professionals Nebraska Chapter