I recently heard from my friend Ligia Peña, CFRE, Senior Development Advisor at Canada World Youth in Montreal, Canada and Fundraising Coach at Diversa Consultants. She Tweeted me a snapshot of a fundraising advertisement that appeared in her alumni magazine. Her message read:
#PlannedGiving marketing #fail from my alma mater @concordia Leaves me cold & I know what PG is!! cc: @MLInnovations”
Before I even peeked at the photo, I knew I was in for a treat. First, Ligia used not one, but two, exclamation marks. Second, she made a point of copying me so that I’d be sure to see the message. She wouldn’t do that without a good reason. Third, she struck an unusual, harsh tone in her Tweet. Fourth, I know she’s a sharp development professional with interesting insights.
When I opened the photo (presented at the right), I immediately understood Ligia’s reaction to the ad. It is a wonderful example of how not to write and design an ad.
For starters, the headline shouts “planned giving” with the word “giving” in boldface. There’s a good chance that readers won’t know what the term means. As I reference in my book, Donor-Centered Planned Gift Marketing, The Stelter Company commissioned a survey that found that only 37 percent of Americans over the age of 30 are familiar with the term; I doubt that the stat is much different in Canada. Even if readers don’t know what “planned giving” means, they certainly know about “giving.” Why would anyone read an ad that they know is going to ask them to give? Rather than drawing in the reader, the headline rebuffs them.
I was going to write a critique myself until I learned that Ligia intended to so. I couldn’t wait to read her analysis. So, I pestered her for it. While she plans to post her critique to her own blog site, she’s kindly given me permission to share it with you now:
Last week, I received my alma mater’s summer magazine filled with interesting articles on recent studies conducted by students and professors, news from other alumni and what the university is planning for Homecoming. Ah, happy memories of Homecoming!
Until I get to page 17, and what do I see? A full page advertisement on planned giving. That’s expected. After all, this is the alumni magazine, and the advancement department should raise awareness among alumni on ways we can contribute to the future of the university.
However, if you’re a fundraising professional, you can see how this advertisement falls short on many fronts.
According to Frank Minton and Lorna Somers, Canada’s foremost experts on the matter and authors of Planned Giving for Canadians, using a current publication is an ideal way to promote planned giving. To be successful they recommend using a “donor testimonial that includes interesting details about the donor’s background, relationship to the institution and reasons for making the gift, describe the gift vehicle and the benefits to both the donor and the charity” (p. 380).
While this advertisement uses a donor testimonial, it has left me cold for various reasons: