Over the last decade, we've heard a great deal about the "transfer of wealth" that will occur as older Australians pass on to family members and favourite charities some of the wealth they accumulated during the boom years following World War II.    

The questions all not-for-profits must address are:

How can we develop a meaningful long-term relationship with our supporters?
Will our organisation be "top of mind" for prospective Benefactors?
How will our organisation market the information supporters need when considering whether to include us in their estate or not?
Do our members know how easy it is to leave a bequest that will carry on their most deeply held values?
Will our organisation receive its share of bequest income?
A Bequest Programs can provide the financial resources your organisation needs to secure its future. However once started, the program must be consistent year in and year out. It must be systematically constructed and must always honour the Benefactor's requests.
For many Benefactors the leaving of a bequest to an organisation is the largest gift they will ever make. Because of this, they must be thanked and honoured for their thoughtfulness and caring.
For assistance in establishing or revitalising your
Bequest Program contact Evelyn Mason on 02 9403 1954
Email evelyn@emassociates.com.au
Evelyn Mason & Associates Pty Ltd ABN 16 094 694 167 | 7 Deakin Place, Killara NSW 2071 | Ph: 02 9403 1954