Originally published by Stevenson, Inc., this practical resource assists nonprofit leaders and professionals in discovering new and better ways of identifying, cultivating, and successfully soliciting more planned gifts. In addition to actionable tips and techniques, this resource provides examples from other charities and nonprofit organizations as well as useful forms and brochures.
Important topics covered include:
Strategies for promoting bequests
Incorporating planned giving into capital campaigns
Developing planned giving marketing plans
Acquiring testimonials
Identifying planned gift expectancies
Planning guidebooks
Attracting planned gifts
Life insurance gifts
Residual bequests
Preserving planned gift expectancies
Prospect management
Referral forms
Donor/prospect communication
Employee giving
Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.