Jeffrey Lydenberg

 

For charities large and small, bequests are the largest source of planned giving revenue. But these gifts don’t come out of nowhere. Proactively marketing and soliciting bequests from your donor base is absolutely necessary to maximize your organization’s bequest revenue. Drawing from the latest research on the behavior of bequest donors, as well as extensive experience consulting with charities on their bequest programs, this presentation will offer practical ideas on how to make the bequest decision easy and compelling for a donor. You’ll learn how to identify good bequest prospects and how to motivate them to include a charitable bequest for your organization in their estate plans.

 

Learning Objectives: 

1. Learn three unique ways to design bequest campaigns to generate more and better bequest expectancies.

2. Identify those prospects most likely to consider a bequest.

3. Implement marketing programs that will increase awareness of charitable bequest planning, motivate bequest prospects to take action, and increase the willingness of bequest prospects to self-identify.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit