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Planned Giving Marketing and Communications Services

Virginia Polytechnic Institute and State University (Virginia Tech)Virginia, USADue Friday, November 20, 2026
Client
Virginia Polytechnic Institute and State University (Virginia Tech)
Solicitation No.
71412703
Posted
10/21/2026
Category
Marketing and Branding
Budget
Looking for Proposals
NAICS
—
Set-aside
—
Contact
—

Description

AI Generated

Virginia Tech seeks a qualified contractor to provide comprehensive planned giving marketing, communications, and related support services for its office of gift planning and advancement. The requested scope includes strategic planning, creative development, campaign management, lead generation guidance, and account management to build long-term philanthropic growth. The contract term is for one year, and work will be performed offsite. Eligibility is limited to onshore USA organizations. Bidders must register in eVA and submit their proposals electronically through Virginia Tech's procurement portal hosted by Jaggaer. Submissions must include a completed and signed instruction page, all addenda, and one searchable PDF or Word document of the full proposal by November 20, 2026, at 3:00 PM. Inquiries must be submitted to procurement officer Angela Caldwell by November 2, 2026, at 2:00 PM. The solicitation requests proposals for budget consideration.

Key solicitation details

AI-extracted from 1461222-211630908871412703 Planned Giving Marketing and Communications Services.pdf. Confirm against the original documents before bidding.

Virginia Polytechnic Institute and State University is seeking proposals from qualified firms to provide comprehensive planned giving marketing, communications, and related support services for the Office of Gift Planning within the Division of Advancement. The intent is to award one contract to a single contractor capable of providing the full range of required services on an as-needed basis. All qualified firms capable of delivering these services are eligible to submit pro…

Issued by
Virginia Polytechnic Institute and State University (Virginia Tech)
Inquiries due
November 2, 2026 at 2:00 PM
Proposals due
November 20, 2026 at 3:00 PM
How to submit
Electronic via Virginia Tech procurement portal
Submission details
Submit online through the portal hosted by Jaggaer. Upload one searchable PDF or Word document including all attachments under 50MB.
Contract term
One year with an option for four one-year renewals, or as negotiated.
Place of performance
Offsite / Virginia Tech campus
Insurance and bonding
Statutory Worker's Compensation; Commercial General Liability naming the Commonwealth of Virginia as an additional insured.

How proposals are evaluated

Specific plans or methodology to be used to provide the services25
Cost (or Price)20

Scope of work

  • Develop, refine, and support planned giving marketing strategies reflecting university voice and tone
  • Provide copywriting, editing, graphic design, and layout services aligning with university branding
  • Offer strategic consultative guidance on marketing campaigns, communication segmentation, and lead generation follow-up
  • Recommend best practices and emerging trends in planned giving marketing
  • Manage campaign execution, project timelines, production schedules, and material delivery
  • Provide campaign performance reporting, web analytics, and actionable insights
  • Assign a dedicated account manager for project support and communication
  • Ensure compliance with federal, state, and university data privacy and security requirements

Minimum qualifications

  • Registration as a vendor in the eVA system prior to contract award
  • SWaM certified or initiate SWaM certification process no later than time of award

Documents to include with the bid

  • Response to Statement of Needs addressing all requirements
  • Detailed project-based pricing information and rates
  • Signed Submission Instruction page (Page 2) and any addenda
  • One complete electronic proposal document in WORD format or searchable PDF
  • One redacted copy if proposal contains proprietary information

Verify important details

Document check

Confirm submission instructions and amendments with the issuing agency before responding.

2 available filesDocuments checked

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