Important Information May Be Hiding Away Do your colleagues in other departments understand what you do and know how their work relates to it? Before you answer, consider the following example. Several years ago, we asked the director of a newly formed planned giving program how many bequest notifications had been received. “As a matter …Read More

When donors include a charitable interest in their will, there is perhaps no better indication of how deeply they care about your mission and its future—enough to help ensure its success for years to come. By naming a charity in their will, this very special group of donors has elevated an organization to the same …Read More

Regardless of their size or mission, many nonprofits across the country are experiencing various challenges with bequests. Economic, demographic, and political situations are combining in unprecedented ways to cause more charities to have to wait longer for what may be smaller bequest distributions. As Vice President of Estate Settlement for the American Heart Association, Andy …Read More