“What They’re Saying” Charitable Gift Annuity Promotion (CGA)
200,000 individual donor prospects across ten divisions, identified through Gabriel Group’s proprietary data analytics, as having the potential and propensity to establish a Charitable Gift Annuity
Increase planned gifts across ten divisions by 25% annually for three years
The “What They’re Saying” promo included a window carrier envelope showing rates based on the prospect’s age; a cover letter; reply form; insert featuring quotes from prominent financial experts, donors and client leadership; reply envelope.
- In nine months, the letter campaign generated $1.5 million in CGA gifts ranging from $1,000 to $260,000;
- A single gift of $1,000,000 and a CGA of $100,000 resulted from the promotion;
- More than half the value of CGAs established during the timeframe came as a direct result of the “What They’re Saying” promotion.