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Importance of Estate Planning

Here’s a package you can use, in print or electronically, to motivate your donors and begin a discussion about estate planning, which can open doors to other planned, annual, and major gifts.

As usual, written in our friendly donor-centric marketing style and approved by our attorney. But always include: “Not intended as legal advice.”

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OVER 60% OF AMERICANS DO NOT HAVE A WILL.

Don’t leave your family with a mess — complete your will today.

[Tip: Great time for your nonprofit to use this document right before August which is National Make-A-Will Month. Its application, however, can be used at any time.]

Remind your donors that creating or updating their will guarantees their estate is under their control, provides peace of mind for family, and ensures that the causes they believe in continue far into the future.

This publication is also empowering and reminds them that the process of making a will is not painful and is much easier than one thinks!

Great conversation starter that can lead to other planned, major and blended gifts.

Optional sidebar if you are using our LegacyPlanner

It’s easy to begin. Use our online LegacyPlanner to begin before visiting your attorney. You will be glad you did. It’s Simple, Personal, Secure and FREE.