Free, Electronic Bequest-Potential Calculator Unveiled
Are you reaching your potential? Michael Rosen has come up with a simple tool to calculate your potential . . . how much work do you have to do? His book, Donor-Centered Planned Gift Marketing is an outstanding resource. It is a guide for professionals to have LIFE conversations surrounding philanthropy – not just the (boring / confusing) mechanics of planned gifts. Check out his book and his blog post with the Bequest-Potential Calculator.
Smart fundraising professionals realize the value of understanding their nonprofit organization’s planned giving potential. Unfortunately, it has not always been easy to quantify that potential, until now.
Charities that do not have a planned giving program will want to know how much money their organization can raise through such a program before they decide whether a budget investment would be worthwhile.
Nonprofit organizations that already engage in planned giving will want to know whether their program is achieving all it can or if there is room for significant growth.
Nonprofit Chief Executive Officers, Chief Financial Officers, and board members, will want to know the potential of planned giving before they agree to invest scarce budget resources in a program to acquire planned gifts.
To help fundraising professionals gauge their organization’s planned giving potential, I included a “Bequest Potential Worksheet” in my award-winning book Donor-Centered Planned Gift Marketing. Now, I’ve collaborated…
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