- Paperback: 101 pages
- Publisher: Emerson & Church; First Edition edition (February 15, 2007)
- Language: English
- ISBN-10: 1889102296
- ISBN-13: 978-1889102290
- Product Dimensions: 6.8 x 0.5 x 9.8 inches
- Shipping Weight: 8.8 ounces
- Average Customer Review: 8 customer reviews
- Amazon Best Sellers Rank: #1,845,889 in Books (See Top 100 in Books)
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Raising Money Through Bequests: How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History Paperback – February 15, 2007
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From the Inside Flap
Never in history has there been more money on the table for your organization than right now.Members of the Greatest Generation are in their 80s and 90s, and as they pass away theyre collectively leaving billions of dollars to charitable organizations throughout the United States.And their preferred vehicle for giving this money is the simple bequest I give and bequeath to . If at this very moment youre not marketing your bequest program with G force, youre missing perhaps the greatest opportunity in the history of fundraising.To borrow a phrase from a Greatest Generation song, Now is the hour. Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and sustain it, how to market the program to the correct audiences, and exactly what to do when responses start to come in.Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can quickly adapt. Theres a brochure you can use to introduce your program, a case for support that explains to prospective donors the merits of leaving a bequest, and a tasteful letter and folder that welcomes bequest donors to the Bequest Society and describes its various features and benefits.Additionally, youll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.Raising Money through Bequests is a timely and refreshingly uncomplicated book that can have a prodigious impact on your organizations financial security.
About the Author
David Valinsky David has enjoyed a varied career in the nonprofit world, spanning more than 20 years in management positions with Jewish Community Centers, hospitals and health systems. One of his most meaningful experiences was serving as an adjunct consultant for US AID in Croatia on behalf of the Franciscan Sisters of the Poor Foundation. Development, marketing, relationship building and creativity have always been primary elements of these experiences.Since forming David Valinsky Associates (DVA) in 1998, he and his team have continued to work with hospitals, social service agencies, religious groups, legal foundations and arts organizations on capital and endowments campaigns, planned giving, and strategic development planning.David has degrees from the University of Pittsburgh and the University of Wisconsin-Milwaukee and has earned the Chartered Advisor in Philanthropy© (CAP©) professional designation from the American College.He and his wife, Lorrie Rosenberg Valinsky, an audiologist, live in Bexley, Ohio. They have one daughter, Alexandra, who is currently a student at Northwestern University. David can be reached at www.davidvalinksi.com.Melanie Boyd Melanie shares the same circuitous route to her chosen field shared by many of her colleagues. Following eight years as a college instructor of composition, public speaking, and literature, she took her first development position at a community corrections agency. After many years in the profession, she still wakes up with a smile, secure in the knowledge that shell face a variety of challenges and opportunities working alongside dedicated development professionals, tireless volunteers, and incredible donors. Melanie holds degrees from Ohio University and the The Ohio State University. She currently lives in Columbus, Ohio with Farley, the best dog in the world.
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Yet, here in America, charitable bequests are still a relatively minor form of support; small potatoes compared to the UK, for instance, where bequests account for almost 30% of annual charitable income. In the US, bequests make up less than 10% right now.
Maybe this fast, friendly book will help US charities close their bequest gap -- before it's too late. There's really no time to lose: members of the "Greatest Generation" are now in their 80s and 90s. When they die, a vast fortune will transfer. Will they support their favorite charities in their wills? Not unless the charities promote the idea, research shows. Where do you start? With this uniquely helpful book.
As authors David Valinsky and Melanie Boyd show, bequest marketing is within reach of any charity, of any size and type. Big fundraising operations have staff devoted to the pursuit of all sorts of arcane estate planning strategies. But bequests are "planned giving for the rest of us." This practical, step-by-step, well-illustrated guide covers everything from common myths to bequest brochures to suggested language for the will. In an hour, you'll be an expert. I know of no book like it.
I needed a road map for our next step - "Raising Money..." came along at exactly the right time. It's a very easy read but a powerful read at the same time. Simply put, I cannot recommend the book enough.
It has started us down the road that we now need to follow. I can't wait to see the implimentation of these concepts with our successful group.
Our charitable organization is using the process and examples to set up our planned giving (bequest) process.
It is very clear, concise, easy to follow, and provides some great examples!