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Blithering Idiots, Bequests and Legacies

Why should you put any time or energy into bequest fundraising? Sure, it means creating a stream of large gifts that will fund your organization for years to come … But not right now! And who wants to talk about…

Here’s One Easy Tool That Transforms Your Fundraising

March 11, 2019

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.…

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

November 5, 2018

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

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

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…

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

October 13, 2018

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…

The Liberating Truth Behind Smart Bequest Fundraising — It’s About Life

October 8, 2018

You are going to die. And probably sooner than you think. Not a great way to start a conversation is it? To hear some people talk about it, you’d think communicating with donors about bequests is like some kind of…

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VIDEO: The Magic Words of Bequest Fundraising

October 1, 2018

Professor Russell James, Professor of Charitable Financial Planning at Texas Tech University, shares the words and phrases that help donors connect meaningfully with the topic of bequest giving. Learn the importance of: “Family” language The importance of simplicity The power…

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How You Can Have Your Own Ice Bucket Challenge-like Success

November 6, 2017