12 recommendations to kick start your bequest programme for only $99 + GST

Brief your staff on the importance of bequests. The average bequest is $42,000 but even a small bequest could help to achieve your mission
Make sure your receptionist/admin person knows the meaning of bequests
Talk to your volunteers about the importance of bequests. Ask them to make a bequest
Create a process for responding to bequest phone calls which includes taking note of the caller’s details, even if you are not available
Use every opportunity to update the caller’s details or enter them on your database. Do not let a bequest call slip away
Do not change your name without considering the implications on existing wills
Do not deregister your charity without considering the implication on existing bequests named in wills
Educate your branches and affiliated organisations about encouraging bequests
Create a policy around the use and application of untagged bequests, including those made to your affiliated organisations or branches. Define how bequest income can be used within your circle. Is bequest money used for day to day operations or invested in an endowment fund?
Visit your potential bequestors to share the story of their life, their interest in your mission, and what they would like to leave behind in terms of their legacy
Promote bequests to your members through your website. Create a bequest landing page
Promote your name to lawyers through Quest For A Bequest (the best $99 + GST investment you could make today!)