Charitable Bequest Planner

The Perfect Leave-Behind for Legacy Society Events!

Help your prospects become donors with PlannedGiving.Com’s easy-to-use, step-by-step Charitable Bequest Planner.

The Planner takes the guesswork out of charitable bequests — for the donor and the nonprofit. You’ll know the anticipated size of the gift; how the donor expects the gift to be used; how to reach the donor’s executor; and — most importantly — you’ll have it all confirmed in writing. Vetted by an attorney, The Charitable Bequest Planner has everything your donor needs to make a transformative gift to your nonprofit. Show prospects that your organization is worthy of a bequest with this professional, attractive blueprint that will help chart the future of your organization.

• Easy-to-follow checklist for the donor
• Attorney-vetted will language covering four types of bequests
• Resource list and helpful links to aid in donor’s research

OUTLINE:

• What Is a Charitable Bequest
• The Benefits of a Bequest
• Part 1: The Checklist
• Part 2: Bequest Language for Your Will or Trust
  • General Bequest (Under Trust)
  • Specific Bequest (Under Will)
  • Residuary Bequest (Under Will)
  • Contingent Bequest
• Part 3: Choosing the Recipient of Your Bequest