How to Get a Planned Gifts Program Up and Running

Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.Important topics covered include: Estate gift modelingAdvisory councilsTestimonialsDeferred paymentsPromoting bequestsPlanned gift expectanciesCultivating agents of wealthBuilding prospect listsAccepting life insurancePlanned gift ambassadorsChallenge giftsIntention formsEndowment donorsPlanned gifts newslettersPlanned giving marketing plansEstate donorsPlease note that some content featured in the original version of this title has been removed in this published version due to permissions issues.