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Monday, September 17 • 2:00pm - 3:00pm
Wills and Bequests: Money for Mission or Estate Planning Mechanics? Which sparks action? Passion or logic? Part I

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“Leaving a bequest is an amazing act of philanthropy. But it is the one way of giving which combines both passion (on the difference it can make) and logic ( I need to make my Will for my family and/or other inheritors).  The latter is so easy to delay. Part I and Part II of this topic are based on global research, and will take an in-depth focus on key issues:

When are prospects most loyal to their parish, diocese, national or international Catholic community. Does this loyalty match with patterns to make or update a Will?  

What is the best call to action to ensure a legacy to their part of the Catholic Church?

Who are the best bequest voices to communicate both messages: passion and the importance of a Will?    

Who do they really believe in?

Are tax benefits and planned giving tools (CRTs CLTs CGAs etc) a primary call to action or a secondary   one?  

And which communication channels ensure your success?

As we enter a time of baby boomer bequests are they searching for very different information than previous generations?

With 1 in 3 aged over 55 considering a planned gift this is an opportunity we need to grab NOW 

Speakers
avatar for Richard Radcliffe

Richard Radcliffe

Founder, Radcliffe Consulting
Richard Radcliffe FInstF CertInitially Richard was an in-house fundraiser for 10 years. But for the last 30 years Richard has specialised in bequests including being Executive Chairman of Smee & Ford (a company which has read every UK Will after probate – that is 1000 a day - for... Read More →

Moderators
LQ

Lisa Quist

Maryknoll Fathers and Brothers



Monday September 17, 2018 2:00pm - 3:00pm
Salon C

Attendees (21)