6 ways to encourage monthly donors to leave you in their wills

Here’s a fact that ought to get your attention from A Direct Solution Blog:

Monthly donors are 6 times more likely to leave you in their will. (How Small Recurring Gifts Lead to the Ultimate Gift)

This connects two of the most important and profitable types of fundraising: monthly giving and bequest giving.

Here, from A Direct Solution, are five ways to encourage your monthly donors to leave your organization in their wills:

  1. Have a donor testimonial in every newsletter you send to your monthly donors.
  2. Include a tick box on your reply form or the back of your reply envelope.
  3. Include a buck slip about leaving you in their will in the donor’s tax letter in January.
  4. Have a page on your web site you can link to from your e-newsletter.
  5. Ask the donor in an engagement survey.

Have a question? Click here, and you’ll automatically show up on my schedule for a 25-minute session on whatever fundraising topic you want to discuss. I’d love to talk with you!


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The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

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Jeff BrooksJeff Brooks has been serving the nonprofit community for more than 35 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com. More.


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The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

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About the blogger

Jeff Brooks has been serving the nonprofit community for more than 30 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com.

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