Please note: This is a Sole Source Notification. Specifications include, but are not limited to: The legacy giving team in the university’s Advancement Office is in need of a marketing firm that is able to create, manage, and deliver custom and specialized legacy giving content through a cross-channel delivery platform (print and electronic marketing, website with customized legacy giving content) that will generate legacy gifts for the university. The University has been working Pentera for the past 6 years and having a trusted and reliable legacy giving marketing firm that automatically takes care of every detail needed in order to be successful has been invaluable. Pentera provides a full-service marketing plan in which they design, create, draft custom content, and execute the plan across multiple channels for efficient and effective impact as well as provide tax and legal updates on websites as soon as new legislation is enacted. No other company, aside from Pentera, provides the full-service service which we require in order to be successful.
