Bequests

You've Heard You Need a Will — Here's Why

Think about your bequest prospects who don’t even know why they need a will in the first place.  There are more of them than you think, and they’re tuning out your marketing message. 
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Will You Leave a Legacy? (Bequests)

Your planned gift marketing can start right here, with this clear, concise and powerful blueprint of how a charitable bequest works, and what an easy and flexible gift it is for donors....

8 Pitfalls in Writing Your Will

How many folk do you think die without a will? According to the most recent NCPG Survey, it’s 42%!  That means, if they have decisions about guardianship for a young child, which relatives...

Change is Constant: Your Estate Plan Shouldn't Be.

Remember... bequests constitute over 70% of planned gifts. Here’s a handy, yet valuable guide for your prospects that tells them when they should review their estate plan: the changes in...

Are You a Done It or a Want To Do It? (Bequests)

A direct encouragement to your prospects to get started writing their wills.

The theme is the satisfaction and peace of mind readers will feel after the job is done. Your organization...

Are You Exercising Your Will Power? (Bequests)

In a non-threatening, positive style, this piece sets up the most common excuses prospects hide behind for not writing a will (60 percent of your potential bequest donors die without a will)....

Be a Boy Scout and Be Prepared (Bequests)

We offer a selection of pieces that push prospects out of their inertia about writing a will — the greatest impediment you face in closing more estate gifts (approximately 60 percent of...

Bequests, Gifts of Life Insurance, Gifts from Retirement Plans (This Year, Resolve to Update Your Estate!)

By touching on Bequests, Life Insurance and IRAs, here’s a timely nudge to get your prospects over their procrastination and on to reviewing their estate plan – and then making an estate gift to...

Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

Brochure demystifies planning for at-death gifts, and relates them to prospects’ own estate planning. Clear, accurate overviews of bequests (with sample language included), gifts of retirement...

Easy Does It (Bequests)

Every fundraiser dreads this response to a solicitation for charitable bequests: "Too late — I've already written a will."

This brochure is your...

Excuses, Excuses, Excuses (Bequests)

Here is a no-nonsense counter-attack to the reasons prospects give for not planning their estates and writing a will. The reasons are dismissed as "excuses" that keep prospects from helping...

Home Sweet Home

This title should get your donor’s attention – what does not moving out of their house have to do with making a charitable gift? The article will answer that question, and more, by explaining how...

How to Make Your Government Love You (Bequests)

Written in a strong but humorous style, this piece painfully drives home the losses and uncertainties that come from dying without a will.

Assets will be distributed according...

If Your Will is Working 9 to 5 You Have a Problem (Bequests)

Here's an easy-going but effective overview of the family, financial and tax changes that can make a will obsolete. It gets your prospects thinking about the births, deaths, moves to another...

It Doesn't Take a Rocket Scientist To Write a Will

A straightforward, no-nonsense message to begin the process of motivating your prospects to write a will and include a bequest for your organization in it.

Copy acknowledges that...

Making Estate Planning Easy

Here is the detailed, definitive checklist that your prospects can keep beside them when they plan their wills.

It provides a thorough listing of the documents individuals...

Put Your Will to Work For You

Here is where you start educating your prospects about how they can transfer property after their deaths. A clear and factual review of what a will can do to help them help their...

Relax, It's Revocable! (Gift Planning Overview)

Sometimes donors are loathe to part with assets irrevocably, but they still want to support your mission. This brochure cuts to the chase on revocable gifts that donors can make today, that cost...

Standard Bequest Language (Bequests & Gifts from Retirement Plans)

You’ve worked hard to get your prospects interested in making a bequest to your organization.  They’ve gotten the music, but now they need the words — the actual language they can follow to...

The Care and Feeding of Your Will

Some of your prospects have already written their wills and will tune out your solicitations for a bequest to your organization. Clever and targeted marketing that encourages them to...

The Dog That Trots About Finds the Bone (Bequests)

A grabber headline (from a gypsy proverb) leads to a to-do list for prospects uncertain how to start planning their estates. Instructions are grouped under keep-it-simple subheads. The style...

These Gifts Make Giving Easier (Bequests, Gifts of Life Insurance, Gifts from Retirement Plans)

By touching on "gifts anyone can afford," this is an excellent brochure to send out in tough times, especially since successful fundraising depends on emphasizing your desire to partner...

What Happens If... (Bequests)

Use this as a gentle wake-up call to your donors – to let them know the consequences of dying without a will. Most of your communications to your donors about wills tells them the good things a...

Your Car Gets a Check-up; Why Not Your Will?

This is a strong, serious and clear wake-up call to prospects who tell you that they can't make a charitable bequest because they've already written their will. Your objective as a fundraiser...