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Michael Soper

TeamSoper provides fundraising consulting and research-based marketing strategies to America's top nonprofit institutions. Unlike large and sometimes impersonal consulting firms, all clients work directly with me as the principal of TeamSoper.

As a client, you become a "TeamSoper Insider" -- a member of the team -- sharing your ideas, reactions and suggestions. You gain perspectives directly from the experts through e-mail, phone, fax, seminars / workshops, and face-to-face meetings.

On the left you'll find the "blinding flash of the obvious" -- simple fundraising solutions from a partner who is dedicated to your success.

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BEQUEST BROCHURES & RECOGNITION SOCIETIES

Every nonprofit organization wants to solicit gifts as part of their supporters Wills. Yet, building awareness that your organization accepts gifts in the firm of bequests in donors' Wills has proven daunting to many institutions. Why?

For the most part, the reasons to delay creating bequest materials and launching a bequest recognition society have been:

  • Concern that once an individual notifies you of their intent to make a bequest, you must be in a position to personally follow-up. Limited staff time and concerns of "over promising and under delivering" are real, but can be overcome.
  • Lack of sufficient technical and legal background to either solicit bequests or to assist those interested in making a bequest to your organization with the very specific information required.
  • A desire to recognize those who notify your organization about their intentions to provide a gift to you through a bequest in their Will, but a lack of specifics about how best to manage the recognition process with limited staff.
  • A desire to communicate personally with those who have or intend to include a gift to your organization with materials that are customized for and owned by your institution rather than more generic newsletters that your supporters may received from a variety of other organizations.

TeamSoper works with nonprofits to develop customized communications - both copy and creative - that urges your supporters to include a gift to your organization in their Will, to make you aware of their intent to support you through that planned gift and to maintain ongoing contact with those individuals in such a way as to recognize their commitment, strengthen their relationship with your institution, and provide them with an insiders' view of your accomplishments and dreams.

TeamSoper provides free bequest brochure copy to its retainer clients. Teamsoper's costs for bequest brochure development depends on the specific bequest-related communications materials desired.

Write TeamSoper, P.O. Box 40, Midway, UT 84049; call 435-654-5896; fax 435-654-5895 e-mail Michael Soper