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Not only are donors giving at record rates, they're also making and updating their wills. And that could be important for your organization.

A recent post at the Good Works blog, Unplanning Planned Giving, outlines the situation and what you can do about it:

... will-making and will-updating activity has mushroomed more than at any time in living memory. Many, many people -- suddenly faced with their own mortality-- decided that they couldn’t delay getting their estates in order.

Here's what you can do:

  1. Include information on your website that help donors include you in their will. That includes your legal charitable name and registration number, a contact for donors to get in touch with, and sample bequest information.
  2. Reach out to lawyers, financial advisors, accountants who might have clients they can advice about charitable bequest.
  3. Publicize how simple a charitable bequest is.
  4. Share testimonials from donors, volunteers, program recipients, and loved ones about the legacy potential of a charitable bequest.

See also this important white paper by Russel James on legacy fundraising right now.



from Future Fundraising Now https://ift.tt/35Dd3Po

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