Intro to Bequests

Intro to Bequests

What is a bequest?  Are all bequests created equal?  What is the difference between a major gift program and a bequest program?

It's been estimated that Baby Boomers, now reaching retirement age at a rate of 10,000 per day, will pass on some $30 trillion over the next 30 to 40 years.  Successful nonprofits take bequests very seriously to help them capture some of this wealth transfer.  Even small nonprofits can set up a bequest program to ensure their survival well into the future.

What you’ll get:

This workshop is designed to guide attendees through the development (or invigoration) of a bequest strategy, and provide practical strategies and best practices for marketing, recognizing and stewarding bequests.

Who should attend:

This introductory workshop is designed for professional and volunteer fundraisers with little to moderate experience.  Attendance by a Board and staff team is preferable.

More Workshops & Events for Nonprofits 



70 Audubon Street
New Haven, CT 06510



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