Learn to set expectations, create buy-in, develop staffing, and plan the life-stages of a major giving program that's new or still getting off the ground.
As the demand grows for more resources to carry out our missions, adding bequest marketing into the mix opens new opportunity for funding.
Bequests are the simplest form of legacy gift — and easy for a one-person development shop to administer.
Find out how you can uncover bequest intentions of potential donors.
There are important measurables that will help you communicate the impact and potential of the program over the long term.
Active bequest administration can lead to the building of strong relationships with donor families and their professional advisors, which can then lead to generational giving and increased referrals.
Stewardship may be one of the most important and often overlooked strategies in your legacy giving program toolbox.
Using your airwaves, your website, social media and any other broad-based communication platform you have will help direct potential donors to this opportunity.
Wealth screening data should be used as a tool for prioritizing prospective planned giving donors for research and cultivation.
Adapt this template letter for use at your station.