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How Many Planned Gifts Are You Missing Out On?

Planned gifts your Parish could receive using the Legacy Sunday planned giving strategy (assuming 40 Parishioners in your Parish pass away per year):

  1. With the Legacy Sunday Strategy and Just 20% of Deceased Parishioners Leaving Charitable Bequests to Your Parish
  2. Estimated No. of Bequests Your Parish Could Receive per Year: 8
  3. Multiply the Number of Bequests Receivable By:                          X
    • Average Sized Bequest Amount:                                           $ 78,630*
    • Planned Gifts Your Parish Could Receive per Year:             $629,040

*Per Chronicle of Philanthropy, Survey of Wills, Eden Stiffman, August 28, 2019

How Many Planned Gifts Are You Missing Out On?

Planned gifts your Parish could receive using the Legacy Sunday planned giving strategy (assuming 40 Parishioners in your Parish pass away per year):

  1. With the Legacy Sunday Strategy and Just 20% of Deceased Parishioners Leaving Charitable Bequests to Your Parish
  2. Estimated No. of Bequests Your Parish Could Receive per Year: 8
  3. Multiply the Number of Bequests Receivable By:                          X
    • Average Sized Bequest Amount:                                           $ 78,630*
    • Planned Gifts Your Parish Could Receive per Year:             $629,040

*Per Chronicle of Philanthropy, Survey of Wills, Eden Stiffman, August 28, 2019

Planned Giving Psychology

It's natural for people to prefer positive rather than negative things.
With planned giving, all of your marketing—your website, brochures, event promotion—all of it to be carefully word smithed to lead with positive messages. Later on, you can talk about death and taxes.

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Marketing that Moves Donors

Effective planned giving messages are the ones that inspire planned giving donors to move forward. However, many people procrastinate and never get their estate planning done.

When your donors fail to do their estate planning, the end result is that your nonprofit gets disinherited. What you need are ways to inspire your donors to take action in their planning and continue their lifetime giving.

One way to inspire donors is to share stories of living donors who are making a lasting impact through planned gifts. Also, more of your Catholic donors will move forward with planned gifts if they are provided Catholic faith-based estate planning tools.

Planned Giving Best Practices

Planned giving surveys of Catholic nonprofits yielded some thought-provoking results. All of the nonprofits seemed to recognize that the largest gifts their nonprofits would receive would likely be planned gifts.

However, a majority of the nonprofits had no idea whether donors had made any planned gifts to their charity. Few had taken concrete steps to ask supporters for planned gifts.

So, what planned giving strategies were making the difference and enabling nonprofits to hit their planned gift targets? At the top of the list, the marketing that was most successful in generating planned gifts: Planned giving events.

Stewardship Planned Giving LLC

ROI on Planned Giving vs. Other Fundraising Strategies

(Planned Giving-Bequests Solicitations Have Highest ROI)
1. Direct Mail Appeal $3.66
2. Bequests $56.83 *
3. Community Fundraising $11.15
4. Events $3.43
5. General Donations $19.11
6. Lotteries and Art Unions $1.51
7. Major Gifts $33.33
8. Regular Giving $8.41

* Source – https://www.fpmagazine.com.au/which-activities-have-the-best-roi-342517