Take Survey
MEDIA, JOBS & RESOURCES for the COMMON GOOD
NEWS  |  Finance

A Revived Bequest Program Brings Results


Monday, 25th May 2009 at 5:06 pm
Staff Reporter
Despite the tough financial times CARE Australia has been able to turn around its bequest program in under 12 months with the help of some 'best practice' initiatives, according to CARE's new Fundraising Manager Ryan Brown.

Monday, 25th May 2009
at 5:06 pm
Staff Reporter


0 Comments


FREE SOCIAL
SECTOR NEWS

 Print
A Revived Bequest Program Brings Results
Monday, 25th May 2009 at 5:06 pm

Despite the tough financial times CARE Australia has been able to turn around its bequest program in under 12 months with the help of some ‘best practice’ initiatives, according to CARE’s new Fundraising Manager Ryan Brown.

Speaking at a recent FIA group meeting Brown said that by following industry best practice CARE Australia had been able to revive its stalled bequest program.

Brown said that CARE were receiving two confirmed bequests a month after instigating a review of its bequest program and putting into action a strategic plan to improve the relationship between the organisation and bequest donors.

Brown started with CARE Australia in January 2008, just after CARE’s part-time bequest officer had resigned. After Brown returned from the FIA’s Madison Down Under Conference in August, CARE employed a Bequest Officer, a position which had remained vacant for 8 months.

CARE also conducted a review of its bequest program against industry best practice.

The review recommended having a dedicated staff member with the responsibility for managing the bequest program, and taking a more proactive approach to obtaining bequests by identifying prospects and developing a relationship with potential bequest donors.

Brown said that over a six month period CARE worked to develop a strategic plan to improve the bequest program.

Key actions of the plan included:
– Focusing on the development of personal relationships.
All confirmed bequest donors were contacted and CARE carried out visits to all who were interested. Brown said donors were given an update on CARE, and the achievements and aspirations of the organisation were discussed. Opinions of the bequest donors were taken to the board.

– Establishing a bequest club
CARE is also about to launch its ‘Chairman’s Club’ aimed at thanking and engaging bequest donors, long term supporters and bequest prospects.

– Visits to areas in which CARE operates
As part of the engagement strategy, Brown said bequest donors are given the opportunity to travel to one of the countries CARE works in.

– Enhance database management

– Targeted prospecting for new bequest donors
In January this year CARE segmented their donor database – consisting of over 500,000 donors. Brown said CARE was able to highlight almost 3,000 bequest prospects who were sent a special Bequest Pack containing information about the organisation and a signed letter from CARE’s Founding Chairman and Chief Executive.

– Website upgrade

Since implementing the plan, CARE has acquired an average of two additional confirmed bequests per month. Brown says that by December 2009 CARE will have an additional 50 confirmed bequests.




Got a story to share?

Got a news tip or article idea for Pro Bono News? Or perhaps you would like to write an article and join a growing community of sector leaders sharing their thoughts and analysis with Pro Bono News readers?

Get in touch at news@probonoaustralia.com.au

Tags : Bequests,

 Print

Get more stories like this

FREE SOCIAL
SECTOR NEWS

Write a Reply or Comment

Your email address will not be published. Required fields are marked *



YOU MAY ALSO LIKE

DIY Wills Pose Dangers for NFPs

Ellie Cooper

Tuesday, 8th September 2015 at 12:15 pm

Gifts in Wills Marketing Workshops & Masterclass

Lina Caneva

Tuesday, 14th July 2015 at 11:38 am

Pro Bono Australia’s Guide to Giving 25th Anniversary Edition Now Open

Staff Reporter

Thursday, 17th July 2014 at 10:38 am

Website Helps Settle End of Life Affairs

Staff Reporter

Thursday, 17th March 2011 at 2:28 pm

POPULAR

White Ribbon CEO Puts Hasty Departure Down to Culture Clash

Maggie Coggan

Monday, 12th November 2018 at 5:49 pm

Why do People Really Become Homeless?

Contributor

Wednesday, 14th November 2018 at 5:36 pm

Disability Groups Cautious Over NDIS Independent Assessment Pilot

Luke Michael

Monday, 12th November 2018 at 5:38 pm

Government Backtracks on Cuts to Food Relief Charity

Maggie Coggan

Monday, 12th November 2018 at 5:42 pm

Take Survey
pba inverse logo
Subscribe Twitter Facebook

The social sector's most essential news coverage. Delivered free to your inbox every Tuesday and Thursday morning.

You have Successfully Subscribed!