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Your Easy Guide to a Bequest Conversation

March 30, 2026
Christiana Stergiou
Bequests and Legacies
Let me be honest with you: I used to dread picking up the phone to talk to donors about gifts in wills. I’m an introvert who doesn’t work well with strangers, and the idea of having these conversations felt overwhelming.…
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Your Bequest Promise: The 1st Step Toward Those Big Bequests

March 16, 2026
Christiana Stergiou
Bequests and Legacies
How do you talk to donors about the benefits of including your organization in their will? Let’s start with how not to do it: As you know, you are going to die eventually, and you will probably leave some kind…
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Bequest Fundraising Is a Very Big Deal

March 9, 2026
Jeff Brooks
Bequests and Legacies
How I used to think about charitable bequests: They were exceedingly rare, pretty much magical events. They came out of nowhere. They were entirely unpredictable. They were a big deal. Often transformative. Celebrated. But they “just happened.” All we could…
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VIDEO: New US Tax Law: For Fundraisers, the Sky Is Not Falling

February 26, 2018
Jeff Brooks
Fundraising, Major and Mid Value Donors
Claire Axelrad of Clairification talked with Jeff about the recent change in tax laws in the US. While many have predicted terrible drops in revenue from some donors because of changes in the tax code — Claire says, Chill out!…
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Jeff Brooks’ Webinar: Your Roadmap to Record-Smashing Direct Mail This Year End

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