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Developing a Wills & Bequest Program

Bequests account for nearly 90 percent of all planned gifts in the United States, yet many charitable organizations fail to let their constituents know that they are interested in receiving bequest.

Bequests are a natural starting place to develop deferred gifts for both donors and nonprofits. Donors like them because including a charitable gift in a will is as simple as signing a check. The concept is straightforward; the gift is easy to complete and can be revoked in the future if circumstances change, and it’s a cost-effective method compared to some other planned gifts. Usually donors choose this method because they consider their estates to be modest in size and do not believe that they have the resources to make a significant gift such as a large planned gift at the end of their lives.

Wills & Bequest solicitation and administration is a specialized area and requires special expertise. Ford Thompson Consulting has that expertise and can assist you in developing an efficient and effective Wills & Bequest programs. We would welcome the opportunity to develop a comprehensive gift Acceptance Policy & Procedure Manual for your organization.

Please call us at 812-635-0311 to discuss your specific requirements and how Ford Thompson can help your organization. Prefer to communicate by e-mail? Please click here.

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