Campaign strategy session:


Winter Bequests ❄️

 

It's difficult for us as fundraisers to see past calendar year-end. But the new year will be here before we know it. It's time to plan your first bequest campaign of 2027!

 

A winter planned giving campaign leverages the "fresh start" feeling that comes with a new year, inspiring your donors to finally write an estate plan. And after weeks (months?) of being asked for cash donations, they may prefer to plan ahead and establish a gift that costs nothing now but will one day make a big impact.

 
In this campaign strategy session, we covered:
  1. Why kicking off 2027 with a bequest campaign is a smart idea
  2. "Must haves" and "Nice to have" outreach strategies for your campaign
  3. Compelling messaging options for your email outreach
  4. How to opt into the campaign before the February 5 deadline

Remember, you can find more campaign resources in the Marketing Library!

 

Back to the Learning Hub

 


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