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Spring is rapidly approaching. While this season will bring thoughts of blooming flowers and
warmer weather to most people, for gift planners spring marks the beginning of the important
memorial giving season.
As Mother’s Day, Father’s Day, Memorial Day, and numerous religious holidays draw
closer, now may be the perfect time to kick-start your memorial giving program for maximum
effectiveness in the months ahead.
Time is of the essence
No matter how your organization decides to acknowledge memorial donors, it is vitally important
to thank them in a timely fashion. Gifts made in memory or in honor of someone are among the most personal of
expressions—and ones that often occur during very emotional circumstances. Memorial gift donors are typically
persons who have put a great deal of thought and care into the decision to make their gift. For this reason,
every effort should be made to process memorial gifts promptly. In some of the more successful programs, an important
policy is to handle all memorial and tribute gifts on the same day they are received if at all possible. Acknowledging
memorial gifts immediately helps ensure
donors’ continued confidence in your organization.
Prompt processing of memorial gifts should also apply to notifying the families of memorial and tribute gift
recipients. Often a family requests that memorial gifts be made in honor of a loved one who has just passed away.
Timely recognition of such gifts from the organization can be helpful to the family
who would also like to send prompt expressions of gratitude to those who donated in honor of their loved one.
Details, details, details
Just as timely notification of memorial gifts is critical, so too is accurate processing. Make it your policy to doublecheck
every donor’s and honoree’s name as well as addresses for both. Also review the names and addresses of family
members who will be notified of the gifts. If you are processing an honor gift, ask
the donor if the gift is for a special occasion, such as an anniversary or birthday,
and record the occasion for which the gift is being made.
Evaluate memorial materials
Once policies and procedures have been reviewed and updated, consider the basic materials
you will need to carry out your memorial gift program. Do you have effective, attractive
acknowledgment cards for both donors and family members of honorees? If so, do you have
enough on hand for the upcoming memorial giving season? If the cards need to be updated or
redesigned, now is the time to finalize the new look and print the necessary quantities.
In addition, reread and consider revising the letters you send to family members of honorees
and memorial gift donors. Many donors make multiple gifts, so be sure you are not sending
the same form letter on multiple occasions to the same donor. If time permits, a handwritten
note may be the best way to assure a personal response. In any event, make certain that letters
to the families of those deceased adequately express your sympathy and gratitude.
Prepare promotional pieces
As with most charitable giving opportunities, memorial and honor giving needs to be regularly
explained to your donors. Donors should be consistently educated about how and why they may
want to make memorial and tribute gifts to your organization. One of the most economical and
effective ways to tell friends of your organization about memorial giving is by sending an informational
mailing on the subject.
Communications encouraging memorial gifts need not be complicated. Many organizations include
information about memorial gifts on their website and in addition send one or more annual
appeals built around the concept of memorial giving. Most memorial giving promotional mailings
generally consist of a cover letter, reply device, and an informational brochure. The brochure
should explain how memorial and honor gifts allow donors to pay tribute to someone special
in a unique and meaningful way. The brochure might also point out the variety of funding options
available for memorial gifts, such as gifts of cash, stock, or assets from donors’ estates.
Perhaps the most important function of promoting the concept of memorial giving is to inform
donors about the positive achievements that can be accomplished thanks to their gifts. Memorial
gifts help donors establish a legacy in memory of loved ones and, at the same time, provide
charitable organizations with resources to serve others. Memorial giving promotional materials
should reinforce the fact that those who make memorial and honor gifts are sensitive, thoughtful,
caring people who want to make a meaningful donation in honor of a special loved one.
A bridge to planned giving
Finally, fund-raising veterans know that a large number of bequests and other planned
gifts each year are made in memory of a spouse, child, sibling, parent, or other loved one who has
pre-deceased the donor. Whether in the form of a bequest, gift annuity, charitable remainder
trust, remainder from retirement plans, or other methods of giving, planned gifts offer a unique
way for donors to make significant gifts that might not otherwise be possible in the form of a check or
other outright gift. Donors who make planned gifts are often among the most thoughtful and careful
donors. Good stewardship of even the smallest memorial gifts may thus be the key to building
the confidence necessary to help a donor decide to make much larger gifts in the future.
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