Did you know that more than 90% of planned gifts are beneficiary designations? And by simply promoting beneficiary designations to your prospects, your organization will see its endowment grow by leaps and bounds. [Here’s a handy Beneficiary Designations Gift Planning Toolkit you can use.] Why? What makes this particular planned gift so attractive? It’s the simplicity. Giving a beneficiary designation is literally as easy as filling out a form. The form names the individuals and charities you want to support, and specifies the percentage of the assets you want each beneficiary to receive. They are very simple to give, easy to arrange, and usually do not require an attorney. So what’s the easiest way to market them? By mailing at least 4 postcards on beneficiary designations to your donors and prospects this year. Do not try to get creative with award-winning designs. Just concentrate on getting the word out. It
