Bequest Toolkit

Be the first to review this product

Most of the planned gifts you close this year will be bequests. So why not power-up your marketing of the gift your donors like best? Get started today, with this ready-to-go Bequest Toolkit. It delivers all the materials and know-how you'll need for a successful bequest campaign. It features:

  • A marketing toolkit to help you promote and close more bequests.
    Includes eleven essential ads, articles, letters, postcards and forms you can start using right away.
  • A stewardship toolkit to help you acknowledge and steward those new bequest donors. 
    Includes twenty indispensable letters, forms, documents and other aids.

Why waste months planning, writing and editing all these documents yourself? Make your life and your job easier. Save yourself time, money, and back-office hassle.

You need to be talking to your donors about bequests, acknowledging the gifts they've given, and cultivating more repeat gifts right now. With this toolkit you can do it. It's two toolkits in one.

There's too much included in the Bequest Toolkit to describe fully on this page. For full details, download this brochure.

For a more comprehensive campaign, use this product with our Beneficiary Designations Toolkit.

SKU: 10003

Availability: In stock



Primary Topics

  • What is marketing?
  • Features and benefits of bequest giving
  • Bequest marketing
  • Donor cultivation / stewardship

Marketing Use

  • Creating an effective bequest program for your nonprofit, or amp up an existing one.
  • Cultivating existing donors to inspire and close additional outright gifts and/or increased annual support

Product Format

  • Bequest Toolkit is an electronic document that you can download and deploy now. Download includes all Toolkit contents.

Contents Include

  • Sample copy/content (customizable letters, postcards, display ad, buck slip, article/columns, reply card, fliers) that you can customize for your organization: everything you need.
  • Suggested project timeline mapping to all contents
  • Detailed instructions plus practical advice and suggestions
  • FAQs, bequest language, bequest intention form, codicil forms, donor thank-you packet, donor testimonials, more.