Bequests and Legacies Archives

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

Christiana Stergiou

Jeff Brooks

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

No Comments

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…

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

October 13, 2018

Christiana Stergiou

Christiana Stergiou, Older Donors

No Comments

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

Christiana Stergiou

Christiana Stergiou, Older Donors

No Comments

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…

VIDEO: The Magic Words of Bequest Fundraising

October 1, 2018

Christiana Stergiou

Christiana Stergiou, Older Donors, Russell James

No Comments

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…

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

November 6, 2017

Jeff Brooks

ALS Association, Ice Bucket Challenge, Jeff Brooks

It’s easier than you think! Remember the Ice Bucket Challenge? It happened in the Summer of 2015 when the ALS Association in the US (and a number of related organizations around the world, where ALS is often called motor neurone…

Really Integrating Direct Mail with Major Donors and Bequests

September 26, 2017

Sean Triner

Integration, Pareto Fundraising, Phone, Roger Craver, Sean Triner, Telephone, The Agitator

No Comments

I believe the new big thing for charities (and something Roger Craver of The Agitator has pointed out) is something really old-fashioned: talking to your donors face to face. Especially mid-value donors and those considering making bequests. The charities that…

The Most Crazy Thing I Ever Heard

August 16, 2017

Sean Triner

Cost of Fundraising, Sean Triner, Supporter Connection Survey

I heard the most crazy thing ever: A frustrated charity fundraiser told me that they had to cancel their annual survey this year. Why? Had it failed to work? Not at all. It was still gathering game-changing data from their…

The Data Does Wonders, But Only If You Use It

August 15, 2017

Sean Triner

Data, Sean Triner, Supporter Connection Survey

No Comments

When I tell people about our Supporter Connection Survey, one of the most common questions I’m asked is this: What exactly do I do with the data we gather? Let me give you a quick look at how to handle…

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

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

VIDEO: The Magic Words of Bequest Fundraising

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

Really Integrating Direct Mail with Major Donors and Bequests

The Most Crazy Thing I Ever Heard

The Data Does Wonders, But Only If You Use It

SIGNUP FOR E-NEWS AND FREE FUNDRAISING TIPS

Nearly every single email can help you raise more money for your cause. You don't want to miss out.

Dive Into Smarter Fundraising with Moceanic

Now is the time to jump on board to get even smarter about your fundraising

SIGN UP FOR FREE FUNDRAISING TIPS

Nearly every single tip we give you could make your cause more money. You don’t want to miss out.

SIGNUP FOR E-NEWS AND FREE FUNDRAISING TIPS

Nearly every single email can help you raise more money for your cause. You don’t want to miss out.

100% FREE ONLINE WORKSHOP

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

SESSION OPTION 2:

New York: 8pm Thursday, Aug 23
Los Angeles: 5pm Thursday, Aug 23
Sydney: 10am Friday, Aug 24
Auckland: 12 Noon Friday, Aug 24
Times don’t suit? Check out Option 1

REGISTER HERE!

100% FREE ONLINE WORKSHOP

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

SESSION OPTION 1:

New York: 3:30pm Thursday, Aug 23
Los Angeles: 12:30pm Thursday, Aug 23
London: 8:30pm Thursday, Aug 23
Auckland: 7:30am Friday, Aug 24
Times don’t suit? Check out Option 2

REGISTER HERE!

SIGNUP FOR E-NEWS AND FREE FUNDRAISING TIPS

Nearly every single email can help you raise more money for your cause. You don't want to miss out.

Dive Into Smarter Fundraising with Moceanic

Now is the time to jump on board to get even smarter about your fundraising

SESSION OPTION 1:

New York: 3:30pm Thursday, Aug 23 Los Angeles: 12:30pm Thursday, Aug 23 London: 8:30pm Thursday, Aug 23 Auckland: 7:30am Friday, Aug 24 Times don’t suit? Check out Option 2

REGISTER HERE!

New York: 3:30pm Thursday, Aug 23
Los Angeles: 12:30pm Thursday, Aug 23
London: 8:30pm Thursday, Aug 23
Auckland: 7:30am Friday, Aug 24
Times don’t suit? Check out Option 2