Understanding that Bequests are, for the majority of people, the most significant gift they will ever make is critical. To ensure you have the very best program, you need to have a strategy that builds relationships with these donors.
Key elements include:
• Bequests and Planned Giving as part of your total fundraising program
• Prospecting criteria and tools for effective lead generations
• Identification of your CORE Group, prioritising and knowing who your bequestors are
• Communications – stewardship, nurturing relations, a bequest strategy within your Appeals program
• Engagement – phone, visitations, bequest societies and donor loyalty programs
• The role of the Bequest Officer – time investment, activities, KPI’s, growth and development
• Measuring success – Be able to forecast based on knowledge and data future income
• Case Study – Q&A’s, real examples of building and developing a program.