Planned Giving
Discovery
…A DIFFERENT KIND OF PLANNED GIVING CALL
Trillions of dollars in wealth will be transferred over the next few years, and a large portion of that funding will be bequests to charities.
Most dedicated donors are interested continuing their support well into the future and while some are aware of leaving a gift in their Will, many still have misconceptions or would like more information to see if it’s right for them.
HCB’s Discovery call program uses a dedicated team of legacy callers to contact supporters and determine their level of interest in this type of giving. An ideal follow up to a legacy mail appeal, HCB’s Discovery program is the perfect way to help your planned giving team focus on the most qualified prospects.