Many fundraisers and advisors hold a deeply rooted belief that donors should always use an attorney to draft their wills. Yet many wealthy (and not-so-wealthy) individuals have had success with using an online will planner to handle their estates. This article looks at whether online will planners can be used for creating wills and bequests that support your non-profit.
The Planned Giving Authority
Signature Services
Training
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
Planned Giving Wiki
Learn and prosper! Comprehensive information resource.-
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
(Feature Article: Anne McClintock Harvard University)
Learn and prosper! Comprehensive information resource.Top Categories