92 Strategies for Marketing Planned Gifts (The Major Gifts by Scott C. Stevenson

By Scott C. Stevenson

Originally released by way of Stevenson, Inc., this useful source assists nonprofit leaders and execs in studying new and higher methods of determining, cultivating, and effectively soliciting extra deliberate presents. as well as actionable information and methods, this source offers examples from different charities and nonprofit enterprises in addition to helpful varieties and brochures.

Important themes coated include:

  • Strategies for selling bequests
  • Incorporating deliberate giving into capital campaigns
  • Developing deliberate giving advertising plans
  • Acquiring testimonials
  • Identifying deliberate reward expectancies
  • Planning guidebooks
  • Attracting deliberate gifts
  • Life coverage gifts
  • Residual bequests
  • Preserving deliberate reward expectancies
  • Prospect management
  • Referral forms
  • Donor/prospect communication
  • Employee giving

Please word that a few content material featured within the unique model of this identify has been got rid of during this released model as a result of permissions issues.

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Additional info for 92 Strategies for Marketing Planned Gifts (The Major Gifts Report)

Sample text

We now understand the way they think and their interests. ” Bringing a New Generation Onboard and Revisiting Roots In the late 1980s, the Meadows Foundation of Texas (1999 assets: $901 million) identified succession as an issue that needed to be addressed. At the time, a number of Meadows Foundation board members that had received lifetime appointments from the Foundation founders Algur Hurtle and Virginia Meadows, who were over 75 years of age. With nearly 65 living members of the family’s first, second, third, and fourth generations, the foundation’s board recognized the need to prepare family members, over the age of 21, for the leadership roles they might potentially play on the board in the near future.

Second, they fear for their personal safety and security. Such fears lead some donors not to name the foundation after the family, and others to take measures to stay out of the limelight. Current literature, which sometimes portrays donor families as aloof from or dismissive of the public, misconstrues families that are secretive or operate in semi-anonymity. These families care just as much as other people in philanthropy; they may even pay an extra price for their generosity, and it seems reasonable for them to try to keep that price as low as possible.

At the time, a number of Meadows Foundation board members that had received lifetime appointments from the Foundation founders Algur Hurtle and Virginia Meadows, who were over 75 years of age. With nearly 65 living members of the family’s first, second, third, and fourth generations, the foundation’s board recognized the need to prepare family members, over the age of 21, for the leadership roles they might potentially play on the board in the near future. The Meadows Foundation addressed the issue of succession planning by first taking family members back to their roots at the gravesite of the founder’s parents in Vidalia, Georgia.

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