If a donor hasn’t updated their estate plan in years, it can be just as bad as not having one at all — and their heirs might be in for an unpleasant surprise.
[Note: All documents are in MS Word. This is not a template.]
$495.00
In stock
If a donor hasn’t updated their estate plan in years, it can be just as bad as not having one at all — and his or her heirs might be in for an unpleasant surprise. As your life changes, so should your legacy planning. Whether it is changes in state or federal tax laws, changes in your donor’s life, or even a change in your donor’s heart, it is a good idea for donors to look at their plans.
We created the Estate Plan Update Reminder Kit to help you help your donors. It features an engaging brochure that outlines all the reasons a donor should review his or her plan regularly, along with information on how to easily include a charitable gift when updating plans.
The Kit includes:
Time is money, so why waste it by reinventing the wheel? Save over $2,400 on editorial work alone by purchasing this ready-to-use, customizable template today. Take advantage of this valuable opportunity to remind your supporters to protect their legacy while helping your nonprofit thrive. It’s a fantastic pipeline for new planned gifts!
All documents are in Microsoft Word.
Inspire donors, supercharge their stories, and close the deal. Knowing how to ask the right questions is an essential skill – one that can translate to success in all areas of your career and life. Good questions are the key to getting the kind of quality information you need, whether it’s to write engaging, inspiring donor stories, or understand your prospect better so that you can prime them for the ask.
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