Bequest / Gift in Wills Strategy 2021
Implement Best Practice Fundamentals into your Bequest/ Gift in Wills Progam to deliver exceptional results.
- Are you considering starting or re-launching your bequest activities in 2021?
- Are you looking to grow your Bequest/Gift in Wills Program?
- Do you need to increase your quality lead generation for Prospects?
- Do you want to be able to accurately estimate and forecast your bequest income?
- Do you need to Recruit / Train or Mentor your Resources?
The Bequest/ Gift in Wills Assessment and Strategy development provides a cost-effective review of the key elements of your program and benchmarks these activities against the proven successful fundamentals. It looks at your program with an external 'set of eyes' and provides you with a series of recommendations to have an immediate positive impact.
The Assessment reviews your current organisations Bequest/ Gift in Wills program and provides you with 'custom' recommendations to improve your specific program including;
- Effective Bequest Collateral and Communication
- Creating a successful Prospect Hierarchy
- Data and Segmentation criteria
- Appeals integration
- Lead Generation and prospecting activities that work, Surveys, DM, Phone.
- Use of Events - Key Messaging
- Visitations - KPI's
- Engagement activities to maintain strong relationships
- Solicitation processes in person
- Stewardship Protocols that maximise retention
- Reporting both operational and Governance
- Resourcing your program, now and key milestones for growth
Following the revision of materials and data summaries, interviews are conducted with key staff involved in the provision of your Bequest/ Gift in Wills program to understand your current and planned activities.
DVA Navion will then provide a summary report with a series of recommendations for you to put in place to enhance your program to specifically to achieve the outcomes you want.
DVA Navion has been providing bequest programs for many organisations over 30 years. With first-hand experience of over 100 bequest programs we know how to make your program successful and understand the fundamental activities to build and grow.
DVA Navion has conducted Bequest Assessments throughout Australia and Internationally for organisations large and small.
Now you can access the experience and knowledge of the best programs in the sector and implement them into your program.
If you would like to complete a health check of your bequest program, improve upon your current activities, or if you are planning on commencing your bequest journey and want to make sure you have the basic fundamentals in place, please contact us today to find out more, please call +613 9853 5111 ext 101 or email cdownes@dvanavion.com today.
Chris Downes
CEO
DVA Navion
P. 0439 388 500 |
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