Eight Steps to Launching a Planned-giving Program

5) Design a simple (and inexpensive) lapel pin that will be given to everyone who has named your organization in their will (or established some other planned-gift arrangement, but start with bequests). Name the recognition society you have just created for someone who helped in the past. Ask your planned-giving chair to make a bequest provision and to ask fellow board members to do so also. In time, this will result in substantial gifts.