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Integrated Planned Giving

Cross-channel message sparks interest in legacy gifts

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Increased planned giving awareness and interest

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Situation

Avalon conducted a multichannel planned giving campaign for the Humane Rescue Alliance.

Direct mail envelope for a planned giving package with a Humane Rescue Alliance logo in the top left corner and "What's your legacy?" printed in blue and and address block.
Planned giving supporter survey
Planned giving brochure
Planned Giving insert
Plannned giving insert
planned giving email
planned giving meta ad

Solution

We coordinated with Giving Docs to deploy communications across direct mail, email, organic social, and digital ads. Giving Docs informed us about proven conversion tactics, and we married those with Avalon’s fundraising expertise and familiarity with HRA’s brand and programs to produce compelling legacy outreach.

Success

The three-pronged approach boosted Giving Docs signups over the previous year’s campaign.

We know what works, when to test, and how to turn insight into action. Let’s work together to turn your planned giving campaign up a notch.

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Let’s Work Together

Avalon Consulting partners with nonprofits of all sizes to create data-driven, creative campaigns that inspire donors and drive results. Let’s connect and explore how we can help your mission grow.

Avalon staff a the Spring 2026 All-Staff Retreat