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Requesting Bequests: How to Successfully Acquire Legacy Gifts


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Most donors say they would consider including their favorite nonprofit in their will but only 5 percent actually do. Why? Nonprofits never asked or established the strong relationship deserving of a legacy gift. How can nonprofits gain the tools to successfully request bequests and raise more money? Join us for this highly-informative, 60-minute webinar where you will discover:

  • Tools for developing lasting relationships with your donors
  • What you need to consider when asking for legacy gifts
  • Costly mistakes to avoid when requesting bequests
  • Strategies to consider for your nonprofit's planned giving program

Program Highlights

  • Planned Giving Programs: Raise More Money with Bequests

    • How to be proactive & develop a donor-focused marketing program
    • What to remember when crafting a bequest appeal
    • The do's & don'ts of requesting bequests: What you need to know
  • Cultivate Loyal Relationships: How to Woo Your Donors

    • Strategies for getting your Board on "board" with planned giving
    • How to show donor appreciation & create lasting bonds
    • Tips to ensure that you are remembered when donors plan gifts
  • Keys for Requesting Bequests: Proven Strategies to Acquire Legacy Gifts

    • Tips to identify potential legacy donors: How to grow your base
    • Proven strategies for getting constituents to make the commitment
    • How to handle difficult questions: Tips to overcome objections
  • Interactive Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Rick Schwartz has been a leader in nonprofit communications for more than 35 years. He is a top-rated speaker nationally as well as a consultant in communications, strategic thinking, and development. He has been responsible for more than 30 annual reports (that's when he stopped counting) and continues to create and consult on new ones every year.

  • Rick was a journalist for the first part of his career, from newspapers in Indiana and Pennsylvania to a national magazine in Washington, DC to a political journal in Boston.
  • He was staff director for the Massachusetts Senate Committee for Human Services, overseeing 14 areas from corrections to welfare and leading major investigations into the Social Security Disability Insurance (SSDI) system, placement of children in adult mental health facilities, and unreported deaths of patients in state care.
  • Rick worked with hundreds of arts nonprofits of all sizes as Director of Communications for the Massachusetts Council on the Arts and Humanities, then the second largest state arts grant maker in the nation.
  • From 1993-2006, he was vice president for communications at The Rhode Island Foundation, winning five national awards for websites and publications and a German Marshall Fellowship to study foundations in Europe.
  • Additional information can be found on his website:

Program Benefits

Join us for this exciting, 60-minute webinar to discover how you can successfully request bequests and raise more money for your nonprofit organization.