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Planned Giving Boot Camp

for Major Gifts Officers

Hello January with a cup of coffee on desk
Planned Giving Marketing
Caitlin Fillmore

How to Focus your Fundraising in January

After the fundraising marathon of November and December, thinking about another development strategy in January may seem like going overboard. However, a built-in requirement for every nonprofit in the United States provides an inspiring place to add extra stewardship at a key time of year.

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Prompting people to consider their mortality is not easy, but these conversations are deep and important. Everyone needs an estate plan.
Planned Giving Marketing
Viken Mikaelian

Planning for Mortality

I’ll never forget the first time my wife and I met with our lawyer to create our estate plans. When do you pull the plug if a partner is terminally ill? What happens if we both die in an accident at the same time? Who do we trust to be an executor? It was, in many ways, a grim task, and I could see why so many people put it off.

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Online Will Planners: Should Your Nonprofit Have One?
Planned Giving Marketing
Viken Mikaelian

Online Will Planners: Should Your Nonprofit Have One?

Online will makers are everywhere you look these days. From FreeWill, Rocket Lawyer, Trust & Will and GivingDocs to the comprehensive LegacyPlanner, it feels like everyone is offering their own version. And sometimes it seems like they all just appeared overnight, too. But the truth is, the industry has been around for decades — both US Legal Wills and LegalZoom had online versions more than 20 years ago.

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