Category: Planned Giving Marketing

King David playing the harp
Faith Based Giving
Jerry Rohrbach

King David’s Planned Gift Built The First Temple

In anticipation of this great construction project, King David accumulated immense quantities of gold, silver, bronze, precious stones and exotic woods. Then, knowing he was serving a higher power, he bequeathed those assets to his son Solomon, along with God’s instructions for the design of the temple. (Even in Biblical times, donors were particular about how their planned gifts could be used …)

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You Had Me At Bequest
Bequests
Mindy Aleman

You Had Me at Bequest

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

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Government Agent
Bequests
Patrick O'Donnell

Final Invoice

The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.

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An image of a frustrated, grieving woman sitting over a laptop computer, to illustrate a Plannedgiving.Com blog post about the importance of women's estate planning.
Bequests
Gail Rodgers

An Estate-Planning Guide Just For Women

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

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Coffee mug with note pad reading what legacy do I want to leave?
Planned Giving Marketing
Viken Mikaelian

How to Launch a Simple Bequest Program

Of all the planned gift vehicles, a bequest program requires the least amount of effort — but provides the maximum amount of return! A bequest program also is the perfect way to segue into closing other gifts. Bequests also make up 92% of all planned gifts.

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Planned Giving and Social Media
Planned Giving Marketing
Viken Mikaelian

Considering Social Media for Planned Giving?

The No. 1 enemy of a social media program is figuring out how to monetize it. How do you measure ROI, when — as is the case with planned giving — you might not ‘see’ results for years? That is not a question we can easily answer — at least, not honestly — because it depends on factors unique to your organization.

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Share your story
Planned Giving Marketing
Viken Mikaelian

We Want Your Stories

We’re looking to compile the largest-ever collection of bequest-related stories — and give you and your nonprofit some publicity at the same time. In short, we want any bequest-related stories you think are important, interesting, amusing or informative.

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Mother carrying daughter at sunset on the beach
Giving
Jack Miller

Little Jessica

Before she became ill, I used to see Jessica every Sunday night when her parents came to play in the little mixed-couples pickup basketball league at the gym. At that time — and this was thirty years ago — Jessica was about one year old. Cute kid. An only child who was barely talking yet.

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