Legacy Giving

Bequests and legacy giving are a major revenue source for many nonprofit organizations. We can help your nonprofit identify which of your donors are the best prospects for bequests and other forms of planned gifts-and then help you develop a long-term marketing program to tap their potential.

Our services include: 
 
- Consulting with you on how to begin - or expand - a marketing strategy for planned gifts and developing a systematic plan, including clear goals and evaluation standards  
- Identifying your organization's best prospects for planned gifts - using demographic, psychographic, and donor history information to select individuals with a greater propensity to leave bequests or other planned gifts to your nonprofit.
- Creating a Legacy Society or other recognition clubs that encourage supporters to inform you of their intent to leave your organization a charitable bequest. 
- Creating lead-generating outreach materials (ads, direct mail, newsletter articles, and brochures) about the benefits and availability of planned giving and producing follow-up materials (thank-you letters, etc.).

Want to know more?

- For more information on how we can help your nonprofit with legacy giving, please Contact Us.

- For samples of direct marketing fundraising work we have done, check out our Case Studies.

- For articles and presentations about legacy giving, visit our Learning Resources section.