Your planned giving offers need to change

It can't only be about death and taxes.

Stop offering your supporters calculators they can't understand.

Stop offering them a so-called opportunity to be in your Legacy Society. (Ho-hum... Yawn...) Instead, tell them why. What will they get? What's in it for them? How will they benefit?

Stop offering ways to save on estate taxes. That no longer applies to most of your prospects.

As replacements, your offers should facilitate the decision-making process by helping supporters think about:
-the meaning of life
-how to deal with their digital inheritance (choosing digital heirs)
-how to pass on their legacy (ethics, morals, lessons learned, etc.)
-how to have a catharsis while thinking about lessons learned
-how to tell your story (memoirs, autobiography)

And besides, at MarketSmart, we've found about 18 new, innovative offers that work better. They're more inspirational and motivational because they tap into your supporters' emotions. They're based on new research and science. They've been tested and proven effective. [Of course, you can learn all about them if you request a demonstration.]

But most of all, they focus on your supporters' needs and desires, not on their money.

After your offers compel your supporters to come forward, only then can you partner with them to work out the details of their gifts using your skills and experience. But you need to stop putting the cart before the horse. Instead, give them offers that provide value first. Then you'll get to roll-up your sleeves and do what you do best.