We will take orders, have them printed and get your order out to you. The idea is that with significant interest in the piece, we should be able to get a good volume discount. As part of the planned giving program launch, SOLS is offering a fall training session in three centres through November. And I would encourage any library interested in establishing a planned gift program to include the training session in your strategy. It is very important that the brochures are used in the right way, or you risk offending some of your best relationships.
Estate planning is a very sensitive issue.
There needs to be a high level of comfort and trust on both sides of the conversation. By that I mean, that it should be used only when requested by a library patron - someone who has shown some interest in mentioning the library in his or her will. The brochure can also be distributed to lawyers, financial advisors, insurance brokers - the allied professionals in your community, who would be speaking to their clients about estate planning. The term planned giving gets used a lot in fundraising discussions, and it is a very important element of a strategic funding development program. It is also the most sophisticated fundraising program you ll implement.