Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.
Important topics covered include:
Estate gift modeling
Advisory councils
Testimonials
Deferred payments
Promoting bequests
Planned gift expectancies
Cultivating agents of wealth
Building prospect lists
Accepting life insurance
Planned gift ambassadors
Challenge gifts
Intention forms
Endowment donors
Planned gifts newsletters
Planned giving marketing plans
Estate donors
Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.