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VIDEO: The Amazing “4-S” Method for Nervous Bequest Fundraisers

In this quick video interview, Professor Russell James, Professor of Charitable Financial Planning at Texas Tech University, shares the “4-S” Method of engaging with donors about bequest giving:

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  4. Shut up

Following this method can make the most nervous or shy fundraiser into a bequest superstar because it connects with donors on a meaningful level.

You don’t always get a “yes,” but you can count on having a good conversation! Try it! I’d welcome your thoughts and feedback in the comments section of this blog!

Want to learn everything you need to know about bequest fundraising? My online course, Your Complete Roadmap to Raising Money with Bequests is available for all members of The Fundraisingology Lab.


  • Christiana Stergiou

    Christiana Stergiou is a Co-founder of Moceanic. She has extensive experience within fundraising, consulting, and teaching worldwide. Christiana is particularly passionate about fundraising legacies and bequests that helps Moceanic members and blog readers to raise their fundraising to a new level.

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