How and Why to Ask Donors to Leave your Nonprofit in their Will – Without Fear or Anxiety

Description:
The Silent Generation and Baby Boomers are expected to transfer trillions of dollars to their children and others, including nonprofits. The idea of asking donors for a gift in their will makes sense, but can feel a bit uncomfortable. In this session, Professor James reviews, step-by-step, the most effective ways to ask for an estate gift for your nonprofit. Connecting research and academic theory with dozens of simple, practical examples, this session gives you both the “Why” and the “How” of how to talk to your donors about what can feel like a sensitive issue — and the best words and phrases to use in marketing bequests. It’s easier than you think, and the return on investment is well worth the effort.

Presenter:  Professor Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University

Presentation Slides