Every organization needs a "WOW" factor to capture the donor's interest and inspire him/her to become part of the mission. Bequest societies are an effective way to bring the element of surprise to donors while promoting planned gifts. This Session explores the benefits and marketing strategies of implementing a bequest society. It will present practical "How to Get Started" steps, including developing membership policies, choosing a name, offering perks, identifying donors, and meeting budget considerations. Ways to create and expand a marketing plan that attracts new members, builds on an already existing bequest society, and communicates the "WOW" of your organization, will also be discussed.  MORE »

The wealth transfer has not yielded the bequest giving anticipated when the model was developed. This presents problems for planned giving officers, as expectations have been built on the model's predictions. The presenters will explore data about charitable bequests compared against the projections; demographic and economic factors that affect charitable bequests, including life-span, tax rates on estates, observed differences by age cohort for how charitable bequests are left, and others; present opportunities for growth in planned giving; and trends to watch to help you understand the "science" behind the art of planned giving.  MORE »

The wealth transfer has not yielded the bequest giving anticipated when the model was developed. This presents problems for planned giving officers, as expectations have been built on the model's predictions. The presenters will explore data about charitable bequests compared against the projections; demographic and economic factors that affect charitable bequests, including life-span, tax rates on estates, observed differences by age cohort for how charitable bequests are left, and others; present opportunities for growth in planned giving; and trends to watch to help you understand the "science" behind the art of planned giving.

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Annie Arnold is a retired day school administrator with a modest estate. In this case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.  MORE »

Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder annuity trusts for the benefit of his sisters and children.  MORE »