Bequest Giving Donors

It may seem counterintuitive, but actually, those with the greatest net worth are not normally your best or most likely prospects for a bequest.

You need to look for men and women who are long term and consistent donors. This is especially true of those who give four or more times a year, several hundred dollars a year. They are your very best prospects for a bequest.

The greatest percentage by far are bequests from men and women who leave estates of $2 million or less.

That’s what makes it so important that you develop a culture where multiple gifts over the course of the year are cultivated and asked for.

Carefully examine your donor base for friends who have been the most loyal to you and consistently give several gifts during the year.