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The percentage of the US population with wills and trusts has declined sharply over the past 12 years, as I first reported here. What’s a smart planned giving marketer to do?
Russell James, JD, PhD, CFP, a leading philanthropy researcher based at Texas Tech University, will offer some answers in a FREE webinar hosted by MarketSmart on Wednesday, January 29, 2014 at 2:00 PM ET (Optional Q&A 3-4 PM).
James will discuss the decline of wills and trusts along with other legacy giving issues including:
• How can you garner legacy gifts from donors who do not have wills or trusts?
• What are the top demographic predictors that someone will make or revoke a bequest commitment?
• Why are beneficiary designations becoming increasingly popular?
Space is limited, so be sure to register now.
Michael Rosen Says... 