This Year, Update Your Estate!

How often do prospects push off planned giving to another day? Wouldn’t you like to encourage them commit this year? Here’s a lively and informative tool to help.

This timely brochure shows the importance and ease of an estate review, playfully nudging prospects past procrastination and toward consideration of an estate gift to you.

This brochure:

• Uses a friendly, accessible and compelling tone
• Highlights how estate plans become outdated
• Explains how to make needed corrections
• Closes encouraging prospects to donate:
  • With a bequest
  • Or a paid-up insurance policy