Planned Giving Insights and Information

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Bequest Marketing, Tracking, and Administration: Survey Results

Posted by Allison Snow on November 27, 2012
This past summer, PG Calc launched a survey to inform our thinking around bequest marketing, tracking, and administration. The 475 responses provide rich insight into the challenges respondents face in their bequest programs.

Organization Size and Bequest Program Activity

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Topics: bequest administration, bequest marketing, bequest tracking

Responding to a Bequest Notification

Posted by Alison O'Carroll on October 30, 2012

How you respond to a family member’s or advisor’s notice informing you about an estate gift indicates to them the importance your nonprofit attaches to such gifts and their overall management. Respond promptly and provide any requested information. Take advantage of this opportunity to tell advisors of the services your nonprofit can provide to future clients, such as providing sample bequest language and preparing illustrations for life income gifts.

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Topics: bequest administration, bequest marketing, bequest tracking

Achieving Efficiency in Bequest Administration

Posted by Allison Snow on October 2, 2012

Bequest programs are crucial to charities that depend on current and future dollars to operate and plan.

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Topics: bequest administration, bequest stewardship, bequest manager

Survey on Bequest Marketing, Tracking, and Administration

Posted by Allison Snow on August 7, 2012
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Topics: bequest administration, bequest marketing, bequest tracking

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