BEQUEST TOOL KITBEQUEST TOOL KIT

We are currently in a time when gifts upon death are becoming more and more significant.  Research indicates at least $41 trillion in wealth will transfer from the "greatest generation" to baby boomers by 2052 - the largest intergenerational transfer of wealth ever seen.  Much of this transfer will include gifts to charities. But only those with a planned giving program today, will benefit from the wealth transfer tomorrow. To receive bequest gifts 20 years from now, we must cultivate and seek those gifts now.  

This Bequest Tool Kit is designed to help you grow these planned gifts. (Please contact us if you'd like a printed copy of these materials.)

Introduction

Definitions
-Bequests
-Beneficiary Proceeds

Sample Language - for bequest and beneficiary documents

Marketing Plan
-Creating a Plan
-Key Messages
-Who to Target

SAMPLE MATERIALS- MAIL CAMPAIGN

The following samples illustrate a sequenced approach to reaching out to potential donors through the mail (right-click to download):

ADDITIONAL PROMOTIONAL MATERIALS

Here are some additional ways to promote bequests and other planned gifts to your endowment, to keep your endowment fund in front of supporters throughout the year:

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It Adds Up
*Assumes single gift of $25,000 5% grant distributions, 8.3% investment return, 1% administrative fee and no additional gifts.