You Had Me at Bequest

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.”

Final Invoice

Government Agent

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.

An Estate-Planning Guide Just For Women

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.

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.

How to Launch a Simple Bequest Program

Coffee mug with note pad reading what legacy do I want to leave?

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.

Considering Social Media for Planned Giving?

Planned Giving and Social Media

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.

We Want Your Stories

Share your story

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.

Little Jessica

Mother carrying daughter at sunset on the beach

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.