2 Nonprofit Mobile and Planned Giving Trends for 2015

In the past, charities have mainly focused on marketing bequests from wills or trusts, often referred to as “the bread and butter” planned gift and marketed as “easy.” But a bequest is not that easy. It usually requires an attorney, and we also know that many people don’t even have a will or any kind of estate plan. When a donor makes a planned gift with a beneficiary designation, all it takes is a phone, a form and a pen! They simply call their plan provider and ask for a change of beneficiary form. They use a pen to fill out the form, then call the charity to inform them of their wonderful gift!