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Why is it so hard to ask for legacies when you know people are considering what to put in their will? Will-writing is when you would think it would be the easiest to ask, don’t you agree?
You would think people would have productive conversations with fundraisers without wasting time on explaining the importance of giving. Everyone is already in agreement that giving is essential. We just have to find the right cause, the right organization, and the right solution to the donor’s desire.
Currently, the number of people over the age of 65 is 600 million. That number will balloon to 1.5 billion by 2050. With numbers like these, you would think fundraisers were excited about the possibilities.
However, the opposite is true, everyone – including fundraisers – are scared about breaching this topic.
Why Legacies are Brilliant for Charities and How to Get Them
Richard Radcliff explains how to overcome these obstacles in his book, Why Legacies are Brilliant for Charities and How to Get Them. A Catholic himself and long-time legacy fundraiser, Radcliff outlines step by step how you can make the most of legacies, which he advocates offer considerable opportunities to any Catholic charity willing to take the time and energy to follow his advice.
I recommend reading his book which you can order today by clicking this link.
He begins by pointing out an interesting – but often forgotten – underlying fact about these donors over the age of 65. They are becoming less spontaneous with their giving as they have to support children and grandchildren. They may have money in their retirement account, but they are much more prudent about where it goes. This means that they are giving to fewer charities and focused on a more personal experience. Even more, they are considering how well they spend their nest egg.
The solution for any Catholic cause would then be to offer these savvy donors a solution that costs them nothing now but meets their requirements of making the most of their money. How does one do so?
Richard offers a step by step solution in his book. Today, I will outline the 7 steps I think will help you get people to leave your charity in their will, either through a cash sum or percentage of their estate.
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Brice Sokolowski is not your typical fundraiser. After enjoying a successful career in technology consulting in various cities (Dallas, San Francisco, Paris, Abu Dhabi, and London) around the world, he left it to help my Catholic diocese in London, England with a fundraising campaign. The campaign went on to raise over $50 million, the largest sum ever raised for the Catholic Church in the United Kingdom.
Learning from professional fundraisers, I figured out the basics and then left the diocese to focus on what I love doing most:
To help build Catholic charities, parishes, religious orders, and lay aposolates that change the culture and bring people to Our Blessed Lord.
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