Help Donors Determine the Type of Asset That Makes the Most Sense to Give

This plugin for your planned giving website allows donors to determine the type of asset that makes the most sense to give. After answering a few quick questions, donors receive a recommendation to give cash, appreciated securities, or a QCD to fund a gift annuity or outright gift.

Find Best Asset is an engagement tool designed to be a gift conversation starter and will get your donors thinking about different planned gift options. The widget can be customized to match the look and feel of your website. It can also be customized to point to pages on your site with more details about each gift type and its funding options. The Find Best Asset widget is included on all PG Calc planned giving websites.

A successful planned giving website extends the brand and credibility of your mission to your giving pages. The look and feel is just as important as the ease with which visitors can find the information they seek. Find Best Asset is an interactive tool that guides donors to the optimal asset to fund a gift, based on their circumstances. In addition to educating donors, it is a gift planning conversation starter.

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Find Best Asset Features

  • This plugin for your planned giving website allows donors to determine the type of asset that makes the most sense to give.
  • It engages donors and gets them thinking of different funding types and their advantages.
  • It is designed to encourage donors to have gift conversations with you.
  • It can be added to any planned giving website and can be customized to match the look and feel of your website.
  • It can also be customized to point to pages on your site with more details about each gift type and its funding options. 
  • The Find Best Asset widget is included on all PG Calc planned giving websites.

What It's Like to Work With Us

We work with you to implement Find Best Asset widget on your website and ensure that it's placed in the best possible position to drive engagement with your audience. 

Customization

To get started, we will need you to confirm how to customize the widget to point to pages on your site with more details about each gift type and its funding options.

Implementation

We set up your account with your branding and customization. With a PG Calc website, the web tool is added automatically to your site. Otherwise, we will provide you with the custom embed code, and simple instructions, to add it to your existing website. It’s a hassle-free experience.


How Can We Help You?

If you need help attracting new donors and keeping current donors engaged, contact us.
Director of Marketing Services

Contact Andrew Palmer

Have a question or need pricing?