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Seymour and an address by Abel A. Hanson. It evaluates why bequest programs are often ineffective, highlighting barriers such as legal gatekeeping, sales resistance, and institutional inertia. The text outlines practical principles for bequest promotion, including long-term planning, universality of approach, direct treatment of inertia, and low but constant pressure with broad participation.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/a-compilation-of-news-and-notes-related-to-fund-raising-vol4-quarterly-issue-thoughts-and-more-thoughts-on-bequests/325523/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/a-compilation-of-news-and-notes-related-to-fund-raising-vol4-quarterly-issue-thoughts-and-more-thoughts-on-bequests/325523.png","ImageObject",300,407,{"name":92,"@type":93},"Liam","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-30","2026-09-21",true,{"@type":102,"interactionType":103,"userInteractionCount":24},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What concerns did Seymour raise about promoting charitable bequests?","Question",{"text":112,"@type":113},"Seymour argued that bequests were increasingly important, yet planned promotion was hard to find. He noted that programs often failed to address sales resistance and inertia and lacked core fundraising requirements such as universality, optimism, drama, persistence, staff, and budget.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Why is bequest promotion described as difficult compared with other giving?",{"text":117,"@type":113},"The text emphasizes higher sales resistance and a greater inertia problem than most other forms of giving. It also criticizes unrealistic expectations that lawyers and trust officers will readily suggest bequests to clients for specific institutions.",{"name":119,"@type":110,"acceptedAnswer":120},"What principles does the document recommend for running a bequest program?",{"text":121,"@type":113},"It recommends long-term promotion at relatively low but constant pressure, with maximum participation in planning and discussion. It also stresses universality as an antidote to individual resistance, consistent exposure across media, and proper recognition plus adequate staff and budget.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},325523,1791616202,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":24,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":19,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":52,"preview_page_count":4},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","1458  \nA Compilation  \nof News and Notes  \nRelated to  \nFund-Raising  \nVol.4  \nQuarterly Issue  \n## THOUGHTS-AND MORE THOUGHTS ON BEQUESTS\n\nBy Abel A.Hanson,General Secretary,Teachers College,New York  \n(Editor's Note:—During recent yeors Harold J.Seymour has writen occasional papers on various phases offund roising which hove hod wide reading.Recently,a collection of these papers has been used os relatedreading material for the course in educational fund raising,conducted at Teachers College,by Abel A.Hanson.  \nRecently Mr.Hanson spoke before o regionol meeting of the Americon College Public Relations Associationin Williamsburg,Virginia,ond presented material from two Seymour papers on bequest work,followed bycomment on recent experiences in bequest progroms at Teochers College.)  \nBequest committees were likely to be on the nationallevel only,used principally for creating confidenceand for reference.Comparatively few staff assign-ments have been made.  \nVER six years ago Harold J.Seymour produced amemorandum under the title \"Thoughts on thePromotion of Charitable Bequests”which stated:  \nBequests are becoming more and more importantto the security and stability of nearly all voluntaryagencies.  \nEvidence of planned promotion has been difficultto find,although most programs give continuingexposure to legal forms of bequests.Implicit in allprograms has been the belief that lawyers would usethe bequest booklet in conferences with clients.  \nMore and more encouragement is being given tobequests by state and federal tax structures.  \nBequests are like virtue,in that they are more gen-erally espoused than effectively promoted.  \nSeymour then proceeds to an evaluation of currentlyknown bequest programs,and says:  \nThis is a field in which all fund raisers have earnestaspirations,but about which none of us knows verymuch.  \nThey make no constructive attack on the peculiarproblems of sales resistance and inertia.Generally,they lack fund-raising's basic require-ments,such as universality,optimism,drama,per-sistence,adequate staff,and budget.  \nThe problems peculiar to the promotions of bequestswere outlined by Seymour,as follows:  \nThey are unrealistic in assuming that lawyers andtrust officers will go very far in suggesting to clientsbequests for any given institution.  \nThe subject is not a popular topic even in the ab-stract.Sales resistance is relatively high.  \nThe inertia problem is greater than for most otherforms of giving.  \nSuggestions for improved procedures in bequest promo-tion,are outlined by Seymour thusly:  \nBequest promotion is obviously a long-term projectwith little or no immediate assurance of return.  \nThe best antidote for individual resistance shouldbe universality;have a plan applicable to every-body.  \nThe characteristics in past and current promotional be-quest programs were described by Seymour in this man-ner:  \nA bequest program should feature a common de-nominator for all levels as a central promotionaltheme:such as,the perpetuation of a life-time in-terest by capitalizing one's annual giving.  \nMost programs have had booklets built around thetheme of the imperishability of endowed memorials,opportunities for such gifts,and how the tax struc-ture favors them.  \nThe factor of inertia should be attacked directly.The Revenue Act of April 1948 applied the maritaldeduction provision to estate taxes as well as in-come tax.Wills written before that date should beexamined and revised.This is a matter of directself-interest.  \nThe audience for the booklet usually has compriseda selected list of alumni and others,and included alist of attorneys and trust officers thought to besympathetic.  \nAfter suggesting some principles for the development ofbequest booklets,Seymour makes some points on organ-ization and concludes with these thoughts on procedure:  \nUse existing channels of organization,and workfrom the inside out—starting with those who knowthe institution best,or are the most responsible anddependable supporte","cbCaiduxfvOWuVmV","https://ap.wps.com/l/cbCaiduxfvOWuVmV","pdf",323148,"English","# THOUGHTS-AND-MORE THOUGHTS ON BEQUESTS\n## Bequest committees and early assumptions\n## Seymour’s memorandum and core barriers\n## Improved procedures and bequest booklet principles\n## Organization and procedural guidance\n## Fallacy No.1 and alumni will statistics","[{\"question\":\"What concerns did Seymour raise about promoting charitable bequests?\",\"answer\":\"Seymour argued that bequests were increasingly important, yet planned promotion was hard to find. He noted that programs often failed to address sales resistance and inertia and lacked core fundraising requirements such as universality, optimism, drama, persistence, staff, and budget.\"},{\"question\":\"Why is bequest promotion described as difficult compared with other giving?\",\"answer\":\"The text emphasizes higher sales resistance and a greater inertia problem than most other forms of giving. It also criticizes unrealistic expectations that lawyers and trust officers will readily suggest bequests to clients for specific institutions.\"},{\"question\":\"What principles does the document recommend for running a bequest program?\",\"answer\":\"It recommends long-term promotion at relatively low but constant pressure, with maximum participation in planning and discussion. It also stresses universality as an antidote to individual resistance, consistent exposure across media, and proper recognition plus adequate staff and budget.\"}]","A Compilation of News and Notes Related to Fund-Raising - Vol.4 - Quarterly Issue - Thoughts-and-More Thoughts on Bequests | PDF",1789970741]