How to Ask Your Current Donors for Bequests – Tactfully!

bequestsDid you know organizations in the UK, Canada, and Australia raise more money with bequests than we do in the US?

Fundraising expert Tom Ahern believes that the answer may be as simple as not having a marketing plan to ask for those bequests.

A simple plan might include:

  • Writing a vision statement that lets donors know how their bequest will help the organization for future generations.
  • Identifying your best donors.
  • Creating a bequest society.
  • Sending an annual appeal letter.
  • Adding stories featuring why other donors made bequests to your newsletter and other publications.

You can also add a “Bequest FAQ” page to your website and offer other resources such as sample bequest language or a bequest information sheet.

Still not quite sure how to get started?

Tom  will join us for his very popular webinar training, Marketing Bequests: Asking for That Final Gift.

During this training, Tom will teach a proven method for eliciting bequests from your current donors using strategies from the UK’s Richard Radcliffe, the world’s leading researcher into legacy giving, and Canada’s bequest guru, David Love.

In the past, this training has only been offered as a single webinar, but now we have expanded it into a full e-clinic. This give you two ways to participate:

Option 1: You join us for a 60-minute training webinar where Tom will teach you the basics of asking for bequests. This training is $99 or free with an All-Access Pass.

Option 2: You join us for the full e-clinic, which includes a second training webinar AND a personal evaluation of your bequests marketing by Tom during one of our coaching webinars. The full-eclinic is $449.

Learn more and decide which option works best for you.

This training begins Monday, September 8th with the first training webinar.

(You can also see the full e-clinic schedule - but remember, all sessions will be recorded so you can catch up on anything you miss.)

 

 

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