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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,…
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Pop Art Busy woman multitasking

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. 😃 🙁 😃…
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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…
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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.…
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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…
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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…
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Pop Art Woman You Know that

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…
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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…
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Pop Art Hands protecting a green sprout

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

October 8, 2018
Christiana Stergiou
Bequests and Legacies
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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Pop Art Woman light on the palm e1537496107373

VIDEO: The Magic Words of Bequest Fundraising

October 1, 2018
Christiana Stergiou
Bequests and Legacies
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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