92 Strategies for Marketing Planned Gifts

Originally published by Stevenson, Inc., this practical resource assists nonprofit leaders and professionals in discovering new and better ways of identifying, cultivating, and successfully soliciting more planned gifts. In addition to actionable tips and techniques, this resource provides examples from other charities and nonprofit organizations as well as useful forms and brochures.

Important topics covered include:

Strategies for promoting bequestsIncorporating planned giving into capital campaignsDeveloping planned giving marketing plansAcquiring testimonialsIdentifying planned gift expectanciesPlanning guidebooksAttracting planned giftsLife insurance giftsResidual bequestsPreserving planned gift expectanciesProspect managementReferral formsDonor/prospect communicationEmployee giving Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.