Bequests

The gifts that donors leave in their Wills are truly meaningful for your organisation. They are significant contributions from wonderful people who really care about your cause.

What's more, bequests are a significant source of long-term income enabling your organisation to continue providing support for your beneficiaries well into the future.

Charities that have a long-term, active bequest programme have a huge financial advantage over those who have not fully invested in this area.

In Australia, the benchmarking cooperative, that includes 21 charities, has shown that the 2008 average bequest is $55,000. So can you really afford to delay your bequest fundraising? Act now by investing in a simple and effective bequest fundraising programme that is fully integrated with your direct marketing and donor communication activities.

If your organisation has yet to implement a bequest programme, or if you want to take your programme to the next level, we'd love to help you with the planning and implementation to make it all possible. Contact us now to find out how we can help.

 

Pareto Fundraising and Pareto Phone bequest services include:

  • Strategic planning for bequests - we work with you to develop your full bequest programme, starting from scratch or taking you to the next level.
  • Supporter surveys - one of the most effective bequest tactics.
  • Bequest direct mail packs - quite simply, writing to your supporters to ask them to include a gift to your organisation in their Will.
  • Bequest marketing materials - once you've found people who are considering or intending, you really need to explain why it's so important for them to include your charity in their Will.
  • Asking for bequests by phone - we train you to do it in house, or you can engage the services of Pareto Phone.
  • Bequest focus groups - we bring together a range of your supporters and encourage bequesting through these group sessions.
  • Bequest data targeting - find out who on your database is most likely to consider a bequest.