Raising Money Through Bequests: How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History
Never in history has there been more money on the table for your organization than right now.Members of the “Greatest Generation” are in their 80s and 90s, and as they pass away they're collectively leaving billions of dollars to charitable organizations throughout the United States.And their preferred vehicle for giving this money is the simple bequest – “I give and bequeath to….” If at this very moment you're not marketing your bequest program with G force, you're missing perhaps the greatest opportunity in the history of fundraising.To borrow a phrase from a “Greatest Generation” song, “Now is the hour.” Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and sustain it, how to market the program to the correct audiences, and exactly what to do when responses start to come in.Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can quickly adapt. There's a brochure you can use to introduce your program, a case for support that explains to prospective donors the merits of leaving a bequest, and a tasteful letter and folder that welcomes bequest donors to the Bequest Society and describes its various features and benefits.Additionally, you'll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.Raising Money through Bequests is a timely and refreshingly uncomplicated book that can have a prodigious impact on your organization's financial security.
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WHY BEQUESTS? 1 Its easier than you think
Are you ready to launch a bequest program?
Nows the time
The real reasons donors make bequests
GETTING STARTED 5 Getting started
Gain board approval
Forming a bequest advisory committee
Your first bequest advisory committee meeting
The case for support
Gift acceptance policies
Setting up a bequest society
The Bequest Society brochure
Identify your audience
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