I have experienced many rewarding moments among top philanthropic donors and nonprofit leaders. If you are reading this article, you likely fit within one or both of these populations and understand that, as Winston Churchill once said, “We make a living by what we get, but we make a life by what we give.”
We’re asked this question often. And since marketing is such a complex field, the answer can certainly be complex. In fact, the definition of success is subjective – and sometimes it is all over the place. But as you know, I believe in not just simplifying, but oversimplifying. So I’m going to answer in trademark PlannedGiving.Com fashion and break it down into basics.
Pastors have a captive audience every Sunday. I can think of more than one fundraiser who’d probably be willing to commit a mortal sin for that kind of setup!
In anticipation of this great construction project, King David accumulated immense quantities of gold, silver, bronze, precious stones and exotic woods. Then, knowing he was serving a higher power, he bequeathed those assets to his son Solomon, along with God’s instructions for the design of the temple. (Even in Biblical times, donors were particular about how their planned gifts could be used …)
Thousands of other Americans don’t have a will. Meet with an estate planning attorney, or use our LegacyPlanner™ for free to create a simple, legal will that’s valid in all 50 states.
It’s not too late to make a difference—perhaps a much bigger one than you thought possible—if you have a will.
Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things you absolutely must account for; and a few things you’ll want to consider.
Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”
The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.
Live Well … Leave Well. Make a difference even after you’re gone. Plan your estate for those you love and leave a legacy, not a mess.
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!
Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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