"Let's Talk"

Initiating Legacy Conversations

Find the clues to begin the dialog … and close the deal. This course couldn’t come at a better time. 

CFRE Approved

Combining Trusted Marketing Expertise With Legal Know-How

The Planned Giving Authority.


Websites, Landing Pages

Direct Mail

Postcards, Tracking Tools


Brochures, Content Development

The Box

All the Smarts You Need in a Box


Content, Letters, Forms, Videos

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Two Men Having a Difficult Legacy Conversation
The Ask
Viken Mikaelian

Initiating the Legacy Conversation

My Dad never wanted to talk about creating a will. “Don’t worry,” he’d say, “It’s not like I’m going to die tomorrow.” Then he’d change the subject—usually to the tomatoes he was growing—because he found talking about planning his estate too uncomfortable. Guess what? My Dad died without ever making that estate plan.

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Tax Law Secure Act 2.0
Estate Planning
Russell Willis III, J.D., LL.M.

Secure Act 2.0: Legacy IRA (Lite)

It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.

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Roll of Dice All 6
Planned Giving Marketing
Johhne Syverson

A Triple Impact for the CGA in 2023

Do you know what CGA’s are? Is your non profit offering them? The donor benefits are even more attractive than before, so if your nonprofit is not currently offering CGAs, now is the time to start!

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