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 bequests
• Incorporating planned giving into capital campaigns
• Developing planned giving marketing plans
• Acquiring testimonials
• Identifying planned gift expectancies
• Planning guidebooks
• Attracting planned gifts
• Life insurance gifts
• Residual bequests
• Preserving planned gift expectancies
• Prospect management
• Referral forms
• Donor/prospect communication
• Employee giving