The Charitable Bequest Planner
Two versions available:
- Generic (FREE!); simply add to your shopping cart, download, and use as is.
- Branded to your nonprofit. Contact us for more details.
$0.00
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
Two versions available:
- Generic (FREE!); simply add to your shopping cart, download, and use as is.
- Branded to your nonprofit. Contact us for more details.
