Led by David Valinsky and Melanie Boyd
Are you dreaming of a large bequest for your organization?
that's all you're doing then you are just dreaming.
Bequests don't just happen. They are your most important planned
gifts -- the result of caring stewardship.
Learn the answers to these key questions:
Do you know the real reasons donors make bequests?
What is a bequest society and how can you start your own?
Once your program is up and running, what can you do to ensure
In this “how-to” seminar, the presenters will answer
these key questions, demystify bequest giving, and provide you with
easy-to-follow steps to help you plan and implement your bequest
Who Should Attend?
Executive Directors, Development Directors, Development Staff, Board Members – anyone
who can help spread the word on the benefits of bequests for themselves and
In this session you will learn to:
- Get your board “on-board” with bequests.
volunteers in a bequest society advisory committee.
- Set up and
market your bequest society.
- Enhance your personal skills and
confidence with bequest giving
- Know the Ten Tips For Successful Bequest Fundraising
About David Valinsky and Melanie Boyd:
David Valinsky, CAP©, is the founder of David
Valinsky Associates, a fundraising consulting firm that works
with nonprofit organizations across the country to conduct planned
giving efforts, feasibility studies, capital campaigns, and strategic
development planning. He is co-author of
Raising Money Through Bequests: How Your Organization Can
Profit from the Biggest Intergenerational Transfer of Wealth
in History (Emerson & Church,
2007) and, The Mercifully Brief, Real World Guide to Raising
Money Through Bequests.
David’s good humor and down-to-earth approach to the seemingly
complicated topic of planned giving have made him a welcome presenter
on this often overlooked opportunity for development professionals
and their donors. He was a recent presenter at the Association
of Healthcare Professionals International Conference and the JCCs
of North America Professional Conference.
Melanie Boyd, Senior Managing Director of David
Valinsky Associates, provides counsel on bequest giving,
capital campaign management, case for support development, annual
appeal efforts, and campaign feasibility studies for local, regional
and national nonprofit organizations spanning the health and
human services, performing arts, religious and social service
As co-author of Raising Money Through Bequests: How Your Organization
Can Profit from the Biggest Intergenerational Transfer of Wealth
in History (Emerson & Church, 2007) and, The Mercifully
Brief, Real World Guide to Raising Money Through Bequests,
she clearly recognizes the critical role planned giving plays
in even the smallest of development offices.