MRB-22908 - USA (Virginia) - GLOBAL - Planned Giving Service - Deadline October 25,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: MRB-22908

Non-profit organization located in Virginia; USA, based organization looking for expert vendor for planned giving service.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide planned giving service to develop a marketing plan/strategy that will resonate with key constituents, identify new gifts and provide meaningful stewardship of
donors at the national and local level.
- Develop and host planned giving webpage with reporting analytics - design and host a planned giving webpage that is user friendly, compatible with mobile devices, and conform to branding. The page should have a custom URL (Universal Record Locator) and be easy to navigate. Content should be relevant, timely and easily understood by prospective donors and professional advisors. The page should also contain customized content for 1941 Legacy Society, including donor names and list of membership benefits.
- Create customized planned giving materials - design and produce customized brochures, booklets, display ads other collateral material in print ready and electronic format. Brochure and booklet topics should include general estate planning, retirement plan assets, stock/securities, charitable remainder trusts, charitable gift annuities and other topics as warranted according to marketing strategies. Material should be customized according to USO branding and created in such a way to allow for local customization across organization regions.
- Planned giving promotional plan - to draft and implement a planned giving marketing plan with bimonthly or quarterly activities. Tactics should be designed to educate and motivate prospective donors, identify/secure new gifts and grow bequest revenue over time.
- Design 6 planned giving pop-up ads with active link to USO planned giving page and/or electronic brochure/booklet.

[C] Eligibility:

- Global (World-wide)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Monday, 25 October, 2021

Category : Marketing and Branding, Global

Country : USA

State : Virginia

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