I've had a request from my team to put together a series of how to's
for Legacy Fundraising, in the event I am not here. All very simple
apart from one they have requested which is:
'How to discuss a bequest'
Am I alone in feeling this is difficult to create as all discussion
will be very different? Or has anyone done anything similar for their
colleagues?
I agree, that every situation is different,
but if you are talking about colleagues taking a telephone call in your
absence, I can understand how some might panic if they are not used to
discussing legacies, as we have encountered that here. We had a presentation
about legacies recently and talked about some phrases which people might
consider using (and could try out in front of a mirror when they're on
their own!). The idea being obviously, if you don't feel comfortable saying
it, it won't come over very well. Here are some ideas discussed (apologies
for the 'soundbite' kind of presentation - trying to do it in a rush).
Some are more applicable in conversation, others on paper or in an email.
Some good, some not so good.
Which would you prefer to say?
Bequest in your Will
Legacy in your Will
Gift in your Will
Remember us in your Will
After you have provided for your own family
and friends perhaps you would be kind enough to consider Oxford University
in your Will?
Tell me more about why you first supportedus? (To understand their motivations if meeting them at an event
for the first time
For major
donors when you know them well
How do you feel about a gift in your Will
to the University of Oxford? Or
We fully understand that a gift in your
Will is a private matter but we are really keen to avoid intruding on your
privacy. How do you feel about a legacy to the University of Oxford?
Potential questions asked
of you
Can I leave a legacy for the future of the
project I funded (or my college)?
Cash or percentage – which is best?
I would like Oxford University to be one
of my Executors. Is this possible?
I would like a permanent X in my name
I would be interested to know more about
the "how to" leaflets that you have already created. Perhaps
you would be kind enough to share them with us at our next meeting in the
Open University in Feb 09?
Let me know how you get on.
Best wishes
Jane
Jane Clarkson
Legacies Officer
University of Oxford Development Office
University Offices, Wellington Square
Oxford OX1 2JD
Tel: +44 (0) 1865 611520
Fax: +44 (0) 1865 611531
Email:jane.clarkson@... http://www.campaign.ox.ac.uk
"Through
the centuries, Oxford's great minds have changed and bettered the world
through their discoveries, innovations and insights."
The Rt Hon Lord Patten of Barnes, CH, Chancellor
of the University of Oxford
To make a gift to The Campaign for the
University of Oxford please go to www.giving.ox.ac.uk.
Your support today will help to ensure that Oxford can continue to change
and better the world in centuries to come. Thank you.
"Zofia Sochanik"
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[HE_Legacy_Fundraising] How to guides
Dear All,
I've had a request from my team to put together a series of how to's
for Legacy Fundraising, in the event I am not here. All very simple
apart from one they have requested which is:
'How to discuss a bequest'
Am I alone in feeling this is difficult to create as all discussion
will be very different? Or has anyone done anything similar for their
colleagues?