Jill has successfully designed, implemented and managed major bequest and legacy initiatives for numerous organisations both in southern and South Africa as well as the UK. In this interesting workshop, she guides delegates in understanding this invaluable source of funding – generally the largest donation anyone makes. All aspects of working with trust companies, professionals responsible for both drafting and advising on wills and trustees with discretion over legacy money are covered.
Topics covered include:
Importance of identifying active individual donors
Why people make bequests
Reassuring potential ‘bequethers’
Types of bequests
Is bequest fundraising right for your organisation?
Bequest fundraising – the steps
Creating awareness of bequests
Ask!
Estate planning seminars
A Bequest Liaison Officer
A bequest association
Professional companies’ support
Recognition
What Our Participants Say
Jill, thank you for sharing your expertise with us. Very informative.
Another great session. Thank you.
Thanks, Jill. I never stop learning from you!!
Thank you, Jill. This was a very informative session and a great help.
