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
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.
