Raising Money Through Bequests - A Review

In this article, Joanne Fretz reviews the book Raising Money Through Bequests: How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History. The book is authored by David Valinsky and Melanie Boyd, and explains the steps to setting up a bequest program, how to market the program, and what to do when bequests start rolling in.

In her article, Joanne also describes the numerous reasons why donors make requests, as well as organizational tasks such as how to gain approval from your Board of Directors to begin a bequest program or the formation of a Bequest Advisory Committee.