The Charitable Bequest Planner

Free Version



In stock

Penn and quill planning bequest
This item: The Charitable Bequest Planner

In stock

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

  • 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

Show prospects that your organization is worthy of a bequest with this professional, attractive blueprint that will help chart the future of your organization.

Get the professional template and brand this for your nonprofit.