Launching an Estate Giving Program

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What needs to be done to launch an Estate Giving Program? Establish a Committee (which meets very infrequently) Prospective Membership: • Two Board members • Long term loyal donor (who has identified that they have made a estate gift) • Local general practice or estates lawyer • Bank or Account Manager • Accountant • Financial […]

First steps preparing for an Estate Giving Program

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Our third blog in the series talks about taking the first steps toward an Estate Giving Program. Next steps for “not quite ready” OR first steps preparing for an Estate Giving Program   Your charity should consider increasing marketing and communications of any Bequest Gifts that have been received (gifts via an Estate/Will). Bequest gifts represent […]

Marketing for non-profits: not a “one size fits all”

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You may believe that the same marketing approach will fit all non-profits regardless of size. While there are similarities when developing marketing strategies, effective and efficient marketing depends on your marketing & fundraising spend as indicated in the table below.             Marketing best practices for small non-profits Common marketing challenge: […]

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