Basic Bequest Campaigns

Aug 6
08:10

2010

Lorri Greif

Lorri Greif

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Fundraising campaign don't have to be tricky and overly complicated. For those of you with a dormant planned giving program, a basic bequest campaign is a terrific way to attract much-needed attention.

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Fundraising campaigns don't have to be tricky and overly complicated. For those of you with a dormant planned giving program,Basic Bequest Campaigns Articles a basic bequest campaign is a terrific way to attract much-needed attention. If you're not sure where or how to begin a bequest campaign, the below suggestions will get you started.

Depending on the amount of funds available - I know no one has much - create affordable marketing. It could be something on your website, an e-blast, or a letter signed by someone who has already established a bequest in their will.

Be sure to put something in your regular newsletter about your bequest program. This could be a recurring column or a simple ad in the sidebar. Remember, repetition is key to gaining your donors' attention.

Decide on recognition. The best plans recognize all donors and their donations. How and where you show recognition could be a plaque on a special wall at your headquarters, a pin, or a personal letter from the executive director on your web site or in your newsletter. A new type of recognition for joining your Legacy Society, announced through the mail or an e-blast, is a great way to reawaken a lifeless program. If you don't already have a Legacy Society, there's your answer - start one! If you don't understand why recognition is important, please seek assistance from a development professional.

Put together a Declaration of Intent, a non-legally binding document the donor executes, which states they included your organization in their will or trust. You might be surprised to find out many of your donors already have your organization in their will. If they do, ask them to sign the Declaration of Intent, then show your gratitude. Make them happy about it now, while they can still feel good about their decision.

Decide who you want to contact, set realistic goals, then start making calls. Try to get appointments with your long-time, favorite donors.

Finally, don't forget to ask your board to participate and help with outreach. They may know some estate planning attorneys, who could prove helpful to the campaign. Or, perhaps, a board member will pick up the gauntlet and help you revive an old campaign.

So, give it a shot and start a basic bequest campaign today. They're a surefire way to stay in touch with your supporters and increase donations for your nonprofit organization.