The Planned Giving Blogger

The art and science of planned giving.

Testing in planned giving marketing: a case study.

with one comment

I promised to share results of some tests that I’ve had the good fortune to be involved with in the hope that the information can help inform your planned giving marketing.    Here’s a great example.   We recently tested whether a rate chart or quotes from trusted experts, like the Wall Street Journal, were more effective at helping to prompt gift annuity inquiries and contracts.  You can see the two versions here. es_tpcd_thumb3

In an upcoming post I’ll reveal whether the Wall Street Journal or the rate table won or whether there was no difference in result so stay tuned.  In the meantime, I’m taking a poll to see what you think.  Cast your vote!


P.S.   One of the best and brightest minds in fundraising, Peter Schoewe, of Mal Warwick Associates, has just written the first of a two-part article entitled “The A, B, Cs of Testing” which appears in the May issue of their e-newsletter.  Definitely recommended reading!


Written by Phyllis Freedman

May 12, 2009 at 10:32 am

One Response

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  1. My guess would be that the rate card won…additionally, I bet you would even have better results if instead of a rate card you used an Age Append to get closer to the year and create a letter around thier exact age….now that would be ‘speaking directly’ to your prospect!



    May 13, 2009 at 1:29 pm

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