Intro to Bequests
Learn how to develop of a bequest strategy and about the best practices for marketing, recognizing and stewarding bequests. The session is designed for professional and volunteer fundraisers with little to moderate experience.
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.
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