Take the fear out of estate planning by educating your prospects how to write a will, plan a bequest, and make other long-term arrangements in a way that aligns with their interests and meets their personal goals with this simple Estate Planning Toolkit.
That’s your audience.
This handy Toolkit doubles as a networking tool. Use them as leave-behinds on donor visits. Give them out at Legacy Society luncheons, major donor gatherings, reunions, or board meetings. Or hand them to financial advisors to pass on to their constituents. It is a proven marketing and lead generation tool, completely branded to your organization.
You may wish to adapt the language in this kit, but that’s defeating the purpose. We’ve done the work so you don’t have to. If you have any editorial changes, you can make them. To personalize it, focus on the images. But of course you can use whatever cover you wish, including your own photographs. We also have a ton of gorgeous stock photos you can use.