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Requesting Bequests: The Right Way to Solicit Legacy Gifts


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Requesting bequests is a powerful way to secure money for your nonprofit's needs today and in the future. In order to secure these legacy gifts, you need to cultivate strong donor relations to turn "the ask" into a yes. How can you design, implement and execute an effective strategy to solicit bequests and build your legacy giving program? Join us for this 60-minute webinar where you and your colleagues will discover:

  • How to overcome the biggest challenges in securing bequests
  • Cultivating donor relationships: Keys to recognize & meet donor needs
  • Techniques to make the ask work: Proven methods of bequest success
  • Effective communication methods that lead to more bequests
  • Keys to developing a legacy program that attracts planned gifts

Program Highlights

  • Cultivating Donor Relationships: Build Ongoing Support for Your Cause

    • Strategies to make your donors feel appreciated before & after the first gift
    • Ways to gain Board support: Build a sustaining pipeline of future income
    • How donors view you: Identifying & adapting to donor perspectives
    • Communication tips that ensure you're remembered when donors plan gifts
  • Planned Giving Program: Essential Factors for Earning More Bequests

    • Bequest planners that double or quadruple annual giving: Proven examples
    • Strategies to develop a proactive, donor-focused marketing program
    • The right language to use when crafting your bequest appeal
  • Keys to Soliciting Bequests: Proven Methods to Gain Legacy Gifts

    • How to identify high-potential donors: Create & grow your base
    • Practical strategies for making the ask: How to get the Yes you need
    • Hidden questions that stop or stall legacy gifts & how to overcome them
    • Catering to donor needs based on group size: How to meet expectations
  • Live Q&A session - Have your specific questions answered.

About The Speaker

Kevin Johnson believes there is undiscovered power in partnerships among nonprofits, the public sector and passionate supporters. He works with visionary leaders to help them get the resources, and build the connections, they need to lead. He began work in the legacy and planned gift world in the 1990s with The Nature Conservancy. He founded his consulting company in 1998 and has helped many organizations around the country build a stream of current and future income using legacy gifts.

  • Kevin is the principal of Retriever Development, In recent years, he helped to shape and guide more than 96 strategic and development projects on behalf of a range of education, social, and conservation causes throughout the US and Canada. These projects attracted local and national leaders and well over a hundred and twenty million dollars in direct support.
  • He is the author of The Power of Legacy and Planned Gifts: How Nonprofits and Donors Work Together to Change the World, published by Jossey-Bass/Wiley. The book was endorsed by Bill Gates, Sr.
  • His blog is at Kevin can be found on Twitter, @forsocialprofit and on LinkedIn.

Program Benefits

In this practical, 60-minute webinar, you and your colleagues will discover powerful strategies for developing a planned giving program that secures bequests and legacy gifts.