Bequests and Legacies Archives

This Breakthrough in Donor Surveys Can Unlock a Treasure Trove of Bequests

January 17, 2022

It may sound unbelievable… Right now, you have donors who are ready to include your organization in their will. They want to leave a legacy that changes the world for future generations. And they’re just waiting for you to ask!…

Do I Still Love Premiums!? (2022 update added)

January 4, 2022

Sean Triner

Direct Mail, Bequests and Legacies, Major and Mid Value Donors, Monthly Giving

Are premium direct mails still pulling their weight in donor acquisition? Direct mail, and in particular, premium direct mail, provided the largest source of new ‘one-off’ donors in Australia and New Zealand in 2016. Also, direct mail is also the…

Pop Art African elderly woman pointing finger

Why It’s So Hard to Get Charitable Bequests for Your Organization

May 24, 2021

Christiana Stergiou

Bequests and Legacies

Imagine this: You have a handful of donors who are willing to give you some very large donations. Most of them are not major donors, but they could give you donations averaging more than $30,000. And up. In some cases,…

How to Transform Your Fundraising from a Merry-Go-Round to a Journey

February 22, 2021

Sean Triner

Bequests and Legacies, Major and Mid Value Donors, Monthly Giving

You’ve probably felt this: Year after year, campaign after campaign, you work so hard to do great fundraising. Sometimes it goes great! 😃 Sometimes things don’t work very well. 🙁 You have amazing years and difficult years. 😃 🙁 😃…

Pop Art Woman Trying to make Decision Between Yes or No e1587283370573

Is this a Good Time or a Terrible Time for Bequest Fundraising?

April 20, 2020

Jeff Brooks

Bequests and Legacies

One of the more surprising outcomes of the COVID-19 crisis is a surge in people updating their Wills. Several online Will sites have reported twice the normal volume of people creating or updating their Wills. Well, it makes sense, according…

An Integrated Multichannel Fundraising Campaign Is Easier Than You Think

Here’s One Easy Tool That Transforms Your Fundraising

March 11, 2019

Jeff Brooks

Bequests and Legacies, Major and Mid Value Donors, Monthly Giving

Suppose I told you there’s a fundraising tool you (yes you!) can put to work that will do these things: Gather information on what motivates your best donors to give, so you can speak more personally and relevantly to them.…

Pop Art Secret to engaging with donors about bequests e1537776274823

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

November 5, 2018

Christiana Stergiou

Bequests and Legacies

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: Story Story Story Shut up Following this method can make the most…

How to Lose $17 Million Without Even Trying

October 29, 2018

Christiana Stergiou

Bequests and Legacies

It’s incredibly difficult to be smart about opportunity cost. There’s just something in our brains that push us toward bad decisions that cost us dearly. When we overcome that innate human shortcoming — that’s when we make amazingly smart decisions…

The Surprising Way You Find People Who Really Want to Put Your Organization in Their Will

October 21, 2018

Jeff Brooks

Bequests and Legacies

It’s almost hard to believe. You have donors who are waiting for you to ask them if they’ll include your organization in their Will. On average, each one is ready to hand over $35,000. But you have to ask them…

Pop Art Steaming Mug of Coffee e1537776392538

12 Things You Need to Know about Talking to Donors about Bequests

October 13, 2018

Christiana Stergiou

Bequests and Legacies

Just the idea of talking to donors about bequests can be overwhelming. As fundraisers, we’re used to simple calls to action, quick solutions to problems, and lots of urgency. If you’re good at fundraising, you are equipped to be good…

Join our FREE Workshop: Fundraising in the Face of Inflation, Recession and Other Storms — September 14-15

This Breakthrough in Donor Surveys Can Unlock a Treasure Trove of Bequests

Do I Still Love Premiums!? (2022 update added)

Why It’s So Hard to Get Charitable Bequests for Your Organization

How to Transform Your Fundraising from a Merry-Go-Round to a Journey

Is this a Good Time or a Terrible Time for Bequest Fundraising?

Here’s One Easy Tool That Transforms Your Fundraising

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

How to Lose $17 Million Without Even Trying

The Surprising Way You Find People Who Really Want to Put Your Organization in Their Will

12 Things You Need to Know about Talking to Donors about Bequests

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Jeff Brooks’ Webinar: Your Roadmap to Record-Smashing Direct Mail This Year End

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