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CNE Webinar: Getting Bequests Right from Prospect Identification to Realiza...
Thu, July 27, 2017, 1:00 PM – 2:30 PM EDT
Join the CNE at the Community Foundation as we host this webinar focused on bequests. We will be hosting the webinar in our training room and providing attendees with light refreshments.
Bequest intentions matter – they matter a lot! In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program. However, it is a misconception to think that bequest gifts will happen on their own. Those charities with the most successful bequest programs proactively market and solicit bequest gifts.
This webinar will take participants through the entire bequest process – from identifying best prospects, donors’ options for making a bequest, marketing, stewardship, and through to effective administration of realized bequests. We will also discuss how to enter into conversations with donors about making a bequest gift or sharing more about their disclosed bequest intentions.