Calculating ROI for Planned Giving Marketing

By Katherine Swank, J.D., Blackbaud Strategic Consultant, Principal

Planned gifts often come with a years-long wait for return on investment, so it’s critical to adopt data tracking and reporting methods that will help you assess if your marketing approach is performing over the long run. In this 14-minute read, you’ll learn expert tips to analyze and transform your planned giving marketing program, including:

  • Segmentation methods

  • Reporting gift expectancies

  • Calculating cost per dollar raised

  • ROI formula for marketing

  • Behavioral data to predict best-fit prospects

Using the measures recommended in this whitepaper, you will be prepared to create relevant reports based on revenue, offering proof to stakeholders that your marketing efforts are producing real results for your planned giving program.

Learn more by downloading our free whitepaper.