Bequest Strategy Solutions


Covenant Calls has developed three approaches for contacting and qualifying untapped donors interested in making a bequest gift to a favorite non-profit organization or cause. Each approach complements and leverages the valuable informational and educational guides, workbooks, and other tools and materials on estate planning or charitable giving that non-profits provide to members and friends to initiate the planned giving conversation.

  • Approach 1: A notification letter is mailed to advise donors that a call offering information is coming.
  • Approach 2: A letter is mailed to advise donors that information is coming and offer the chance for them to decline the call. (In our experience, few people decline.)
  • Approach 3: Materials are mailed directly (with no advance notice) and followed by a call to confirm receipt of materials and answer questions.

The following examples illustrate how Covenant Calls customizes its offerings to create bequest strategy solutions for a diverse range of clients.

Idea-based Organization:
National organization with state chapters, focused on public policy issues.
Development Challenge:
The organization’s aging donor base included many prospects for planned giving. However, the development officer was unable to research, qualify, and pursue these individuals while also engaged in other annual and major gifts fundraising tasks.
Covenant Calls Solution:
Bequest Strategy: An opt-out letter was mailed, offering premium literature on estate planning. Follow-up was conducted by personal calls to those not opting out, in small quantities over an extended period of time.  We provided a list of 5-6 qualified prospects to development officer each week so that follow-up was manageable and effective.
Campus-based Organization:
National liberal arts college with significant number of alumni base age 58+
Development Challenge:
Bequest Strategy: A notification letter was sent to all prospects, offering premium literature on planning a charitable legacy (customized to reflect alumni connection with institution). This was followed by a personal call. We provided a list of qualified class prospects to development staff to ensure timely connection with prospects.
Campus-based Organization:
Community Hospital
Development Challenge:
The development office had access to an extensive list of grateful patients and families who had not yet been contacted for fundraising purposes. The list included many planned giving prospects who needed to be contacted in support of a capital campaign, but the number of prospects was too large for the staff to effectively research, qualify, and pursue.
Covenant Calls Solution:
Bequest Strategy: An estate planning guide was mailed and followed with a personal call to each recipient. We provided a list of qualified prospects to development staff to ensure that follow-up efforts were being invested into qualified prospects.