Comprehensive Planned Giving Program
In 2015 alone, bequests represented more than $28 billion of total U.S. charitable giving. Even more astounding, the Greatest Generation and their Baby Boomer children are expected to have passed on some $41 trillion by 2052.
While we recognize that the seemingly complicated world of planned giving often gives the development professionals we work with pause, one thing is sure – if you’re not out there inviting planned gifts to your organization, someone else is surely doing so.
We create a customized marketing and planning approach to enable your organization – regardless of size – to establish a planned giving program to invite this critical, sustaining support. And, we’ll help you to keep your program thriving or to jumpstart one that needs a push.
While we recognize that the seemingly complicated world of planned giving often gives the development professionals we work with pause, one thing is sure – if you’re not out there inviting planned gifts to your organization, someone else is surely doing so.
We create a customized marketing and planning approach to enable your organization – regardless of size – to establish a planned giving program to invite this critical, sustaining support. And, we’ll help you to keep your program thriving or to jumpstart one that needs a push.
Raising Money Through Bequests
How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History
Never in history has there been more money on the table for your
organization than right now. Members of the “Greatest Generation” are in their 80s and 90s, and as they pass away they’re collectively leaving billions of dollars to charitable organizations throughout the United States.
And their preferred vehicle for giving this money is the simple bequest – “I
give and bequeath to….” If at this very moment you’re not marketing your bequest program with G force, you’re missing what many are calling the greatest opportunity in the history of fundraising.
To borrow a lyric from a “Greatest Generation” song, “Now is the hour.” Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and
sustain it, how to market the program to the right audiences, and exactly what to do when responses start to come in.
Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can immediately adapt. There’s a brochure to introduce your program, a case for support that explains to prospective donors the merits of
leaving a bequest, and a tasteful letter and folder that welcomes donors to the Bequest Society and describes its various features and benefits.
Additionally, you’ll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.
Raising Money through Bequests is a timely, uncomplicated book that can have a prodigious impact on your organization’s financial security.
ABOUT THE AUTHORS
David Valinsky is President of David Valinsky Associates; Melanie Boyd is the former Senior Managing Director. Their firm works with hospitals, social service agencies, religious groups, legal foundations, and arts organizations on capital and endowment campaigns, planned giving, and strategic development planning.
You can order the book here: Raising Money Through Bequests
How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History
Never in history has there been more money on the table for your
organization than right now. Members of the “Greatest Generation” are in their 80s and 90s, and as they pass away they’re collectively leaving billions of dollars to charitable organizations throughout the United States.
And their preferred vehicle for giving this money is the simple bequest – “I
give and bequeath to….” If at this very moment you’re not marketing your bequest program with G force, you’re missing what many are calling the greatest opportunity in the history of fundraising.
To borrow a lyric from a “Greatest Generation” song, “Now is the hour.” Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and
sustain it, how to market the program to the right audiences, and exactly what to do when responses start to come in.
Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can immediately adapt. There’s a brochure to introduce your program, a case for support that explains to prospective donors the merits of
leaving a bequest, and a tasteful letter and folder that welcomes donors to the Bequest Society and describes its various features and benefits.
Additionally, you’ll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.
Raising Money through Bequests is a timely, uncomplicated book that can have a prodigious impact on your organization’s financial security.
ABOUT THE AUTHORS
David Valinsky is President of David Valinsky Associates; Melanie Boyd is the former Senior Managing Director. Their firm works with hospitals, social service agencies, religious groups, legal foundations, and arts organizations on capital and endowment campaigns, planned giving, and strategic development planning.
You can order the book here: Raising Money Through Bequests