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Bequest

How to Get Volunteers Talking About Bequests

This document is derived from one we created for a consulting client. In conversations with that client we wanted to ensure that they were augmenting an excellent marketing effort with on-the-ground cultivation and solicitation. To add to the ranks of a bequest society, a planned giving officer often needs volunteers to help, and volunteers are more willing if they are informed enough to be comfortable. The best volunteer solicitors are ones who have made a gift, but there is still a gulf between making a gift and feeling prepared to ask another to do the same.

Bequest

A bequest is an irrevocable transfer by will of securities, real estate, tangible personal property, or other assets from the deceased to an individual or charity. Donors typically make outright bequests to charity, but they can also make them in the form of a planned gift. For bequests to charity, the donor's estate earns an estate tax deduction equal to the value of the gift to the charity.

Revocable Gifts

There are a variety of ways that a donor can make a commitment to your charity of an end-of-life gift that she can modify later or cancel altogether, if necessary.  This sort of flexibility can be of great comfort to a donor who is nervous about her financial future, but wants to act on her desire to support a charity.

Good Old Bequests

Computing the Value of a Future Bequest

We are asked regularly by clients for help estimating the value of a known bequest intention that will occur at some unknown time in the future, when the donor dies. There are two common approaches to making this determination, the life expectancy approach and the mortality approach.

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