Playing a proactive role in estate administration can mean the difference between a fully realised bequest and thousands of lost dollars says Morgan Koegel.
The humble phone call rings true in its ability to bridge distances and foster genuine connections – which speaks volumes about its significant role in shaping the landscape of legacy giving
Fundraisers consider the outlook for major gifts, direct mail, corporate partnerships, F2F, GIW, regular giving, acquisition, retention and digital fundraising
As we move into 2023, the future looks clear and bright for fundraising professionals working within the bequest space. We can expect to see wider participation in death planning, a greater awareness of legacy giving, and transformational industry changes driven by technology. For charities and nonprofits, there has never been a better time to establish or strengthen their bequest program. Growth for good Gathered Here, Australia’s leading free online wills platform, has observed phenomenal growth of online will-writing and charitable gift-pledging. In September 2022, the number of wills written increased by 148% year-on-year. The number of gifts being pledged increased an even higher rate of 228% year-on-year. By the end…
