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Losing Charitable Donations? How Bequests Can Save You




May 7, 2018 at 1:00 PM (ET)

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Under President Trump's new tax bill, the number of people who qualify for the charitable deduction is projected to plummet next year from about 30 percent of tax filers to as low as 5 percent. The new tax bill nearly doubles the standard deduction and limits the value of other deductions, such as for state and local taxes. With the amount of donations being received decreasing, you must find a way to raise funds. Bequests are a great way to get ahead.

Most donors say they would consider including their favorite nonprofit in their will - but only 5 percent actually do. Why is this? It's not an easy conversation to have with your top donors, but building the right relationships and instituting a planned giving program could turn your fundraising around. 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
  • Difficult conversation pitfalls to avoid when requesting bequests
  • Proven strategies for your nonprofit's planned giving program
  • What prognosticators are predicting about how the Trump tax cuts might affect charitable giving

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
    • Making the big ask with tact: 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
  • Live 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.

  • 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.