Planned Giving & Trust Services exists to serve its members by helping them experience the joy of giving. On this page, you will find free digital marketing resources that you can personalize and use for your specific needs. If you have any questions, please reach out to us. We are here to serve.
Creating a Donor-Centered Experience
Digital Marketing Playbook
Includes best practices, how-to case studies for social media and a design style guide.
This playbook has been designed in an easy-to-print format if you want to use it as a hard-copy reference guide.
Customizable Advertisements
Download customizable ads for Social Media, Print and Digital Advertising.
Focusing on the tagline “Experience the Joy of Giving” these ads have been designed based on user research.
Presentation Template
A customizable presentation template that focuses structuring content for the end-user.
Available in both PowerPoint and KeyNote versions and fully customizable.
Behavioral Research
An effective marketing campaign begins with understanding your audience.
Explore key findings from the extensive 2019 behavioral research exploring the interactions between Donors and gift planners.
Planned Giving Logos
Download PGTS logos in various formats for use in your marketing efforts.
Learn MoreVideo, Audio, and Presentation Resources
Ideal Journey Map
A unique journey map depicting the ideal donor experience. Print a poster for yourself or your team.
This experience journey map helps you see what emotions are being experienced at each and every stage of the process.
DownloadResources for Directors
Directors can find resources that will be helpful to them on this page.
Learn MoreWe Want To Hear From You
We want to hear your feedback. Drop us a line letting us know how you are using these resources, what is working and what recommendations you have for future marketing assets and resources.