Each year charities across North America receive bequests from loyal donors. More often than not, these bequests are unplanned and often the charities are surprised when they are notified that the bequest has been made. Join Mark Douglas Trask as he shares his experience in developing Proactive Marketing Strategies to solicit Bequests from Annual Fund Direct Response Donors. The Presentation will cover Developing the Marketing Plan, Integrating the Ask into all Direct Response Channels, Promoting the Bequest Program and Building a Multi-Year Strategy that Builds Awareness and Secures Bequest Gifts.

Learning Objectives:

1. Successfully develop a Proactive Marketing Strategy designed to solicit Planned Gifts;
2. Launch a Proactive Marketing Strategy;
3. Avoid some of the typical pitfalls and challenges other organizations have experienced while Proactively Marketing for Planned Gifts; and,
4. Build their Planned Giving Programs into multi-year strategic revenue streams.

Speakers
Mark Douglas Trask

Vice President

Artsmarketing Services Inc.

Currently the Vice President of Artsmarketing Services Inc., Mark brings a wealth of knowledge and expertise to the nonprofit arts sector. He taught fundraising in the Combined Arts Administration Program at the University of Ottawa. Mark has held senior positions with the National Gallery of Canada, Opera Lyra Ottawa, Opera Ontario, and Kitchener-Waterloo and Opera Hamilton, the Centre for the Arts at Brock University and the Shaw Festival. Mark is an active member of the Association of Fundraising Professionals (AFP), having served on the Executive and Board of Directors as well as a variety of Board Committees for both the Greater Toronto and Ottawa Chapters.