Summary

As the largest source of planned giving revenue, bequest giving deserves your time and resources. By knowing and understanding the concerns of your donors and your community you can develop and have a legacy giving program that will impact your community for years to come.

Bequest marketing is not difficult with clear documentation and communication. Be consistent in your communication and stay aware and sensitive of a donor’s life circumstances. Don’t ever stop marketing. Remain proactive and remember patience is a virtue and you are here for the long run.