I couldn't resist adding this picture of Lake Erie at sundown from the back of the house in Bratenahl, Ohio where I wrote this post. I continue to experiment with BlogTouch and so far so good.
This is about sharing financial development ideas in a nonprofit - hence Giving Retreads. Most of what you read here are good ideas I am borrowing from someone else. I am CDO at the YMCA in Birmingham, AL so it will be slanted toward philanthropy in the YMCA. I'm also getting ready for the CFRE exam. Posts from 2013 and before are from my years in planned giving at United Way.
Saturday, June 29, 2013
Bequest Thinking
Phyllis Freedman is the author of The Planned Giving Blogger (www.smart-giving.com/plannedgivingblogger) and a planned giving consultant. Go to her blog, choose the bequests catagory, and look for the post "New Research Enlightens". It highlights a presentation by Dr. Russell James in which he describes what is going on in the brain when people consider making a bequest. Sometime ago, I realized that donors don't wake up in the middle of the night thinking, "I have just got to put a bequest in my will for the benefit of United Way." Rather it is their passion for impact that wakes them up and the bequest serves as a means. Phyllis highlights Dr. James' theories about the connections people make between the stories of their lives and a good donor story from someone else who has already taken the next step with a bequest to support their cause. There looks to be quite a few good posts worth reading, so bookmark this one.
Labels:
Bequests,
Messaging,
PG Education
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