Proactive. Reactive. That’s the difference between your approach to bequest marketing and other types of planned gifts. We find gentle, but consistent ways to invite our donors to remember our organization in their will or estate plan because that’s where 85% or more of all planned gifts come from. (I just read today about the priest who left Loras College $3.2 million – in his will. Congratulations to them!) Extending that invitation, reminding your donors of the impact their bequest can have, is a simple and time-effective process that everyone can do. Other types of planned gifts, you want to
85% of all fundraisers are clueless about, or intimidated by, planned giving. That may not be spot on but it’s close. What a shame. 85% of all planned gifts made every year come from plain old wills and bequests. Simple. Easy to understand. Gifts from the donor’s will, planned for now, to be made in the future, are so easy to understand, that’s why donors love them! And use them. Far more than any other planned gift vehicle that you pretty much don’t need to worry about. Because if you focus on inviting your donors to remember your organization in
The fundraiser was feeling frisky one day. He was certain his school raised more money each year than any other school in their network around the country. He set out to confirm his suspicions. The first call was to New York. Did they raise more money? “Nope.” The fundraiser smiled. Cleveland. “Not us.” Los Angeles. “Good for you! Not us, for sure.” The fundraiser started feeling cocky. Three more calls, and he was almost there. Then he called Cincinnati. “It’s not us but it’s not you, either.” “You’re kidding! I was sure! Who, then?” “Red Cloud Indian Mission School in
Are you afraid of planned giving? Many development officers are. It’s the “Great Unknown” of our profession and, well, we just don’t want to go there. Let’s write another grant request, make another visit, or plan another event.