Mike will present at the 29th Annual Summer Symposium.
Mike's presentation will focus on why bequest intentions matter and 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.
Mike will be taking attendees 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. He will also be discussing how to enter into conversations with donors about making a bequest gift or sharing more about their disclosed bequest intentions.