Bequests

Look How Much a Bequest Can Do!

Here's everything you want your prospects to know about giving through their will.

Highlights both the benefits and the specifics of estate-plan gifts. Includes sample language for...

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...

Begin the Year with the Right Steps!

If you don't constantly remind your audience on "ways to give wisely," you can watch your gifts go elsewhere.

Start the New Year right with two simple, yet crucial "informative...

A Gift That Costs Nothing During Lifetime! (Bequests)

This persuasive postcard capitalizes on the basic appeal to prospects of a charitable bequest: they can meet personal and family commitments today while providing for a substantial gift to you...

A Tribute That Will Last (Endowment Giving)

Here is an alternative marketing piece on your endowment that is somewhat less detailed (yet still fully accurate), and focuses on how a donor can use a gift to your endowment to honor a loved...

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...

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...

Securing Your Organization's Future

As you transition your prospects from annual giving to endowment/long-term/major giving, you may want to step back to educate them about what your endowment is and what it does for your...

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...

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...

Will Kit

This handy collection of documents serves as a powerful and elegant promotional handout kit that makes networking easy. 

Use them as leave behind on donor visits. Give them out...

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...