Frequently Asked Questions
What is the easiest planned gift vehicle to promote?
Bequests (gifts made through a will or trust). They're simple, require no minimum amount, and don't require donors to give up assets during their lifetime.
How do I start a planned giving program?
Begin with bequest marketing: create a legacy society, include bequest language on your website, and ask existing loyal donors if they've included your organization in their estate plans.
What is the average planned gift size?
Bequests average $35,000-$50,000, but they can range from a few thousand to millions. They often come from donors who gave modestly during their lifetime.
Related Articles
See sherbertOS in action
Schedule a personalized walkthrough with our team.