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Online Will Planners

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Legacy Giving in a Box

The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.

Includes

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Planned Giving Pocket Guide for Professional Gift Planners

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Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options.

Giving Tomorrow Issue

Giving Tomorrow Magazine

Exclusive interviews, tips, research, case studies and stories from the best and brightest nonprofit leaders and influencers. Giving Tomorrow is the first and only magazine devoted to marketing planned and blended gifts, so you can grow your endowment — and your career.

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Gift Comparison Charts

Compares planned gifts side-by-side.

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Social Media Facebook Posts

75 Social Media Facebook Posts

Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

I didn't take it with me; I had it delivered cartoon.

Beneficiary Designations

Beneficiary Designations

Bequests and Beneficiary Designations make up over 92.5% of all planned gifts. And it’s a very simple gift for your supporters to make since it does not affect their cashflow or lifestyle during their lifetime.

July 11, 2023 / 0 Comments
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Light Bulbs Depicting Brand Marketing Copywriting

Copywriting and Branding Essentials

Planned Giving Marketing

We’ve all seen those late-night TV infomercials by high-energy pitchmen selling the same old products year after year since the ’90s: “Just set it, and forget it!”, “Operators are standing by!”, “But wait, there’s more!” Regardless of what you think about their advertising styles, many of those companies are still around and enjoying hefty bottom lines by selling Showtime Rotisserie Grills, ThighMasters, Snuggies, and Ginsu Knives. And their success rates can be traced to one common denominator: consistent branding.

July 11, 2023 / 0 Comments
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Judge Legal Image

The Man Who Died Without A Will

Bequests,  Estate Planning

Thousands of other Americans don’t have a will. Meet with an estate planning attorney, or use our LegacyPlanner™ for free to create a simple, legal will that’s valid in all 50 states.

March 27, 2023 / 0 Comments
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Now’s Your Chance to Save The World!

Bequests,  Planned Giving Marketing,  Will Planners

It’s not too late to make a difference—perhaps a much bigger one than you thought possible—if you have a will.

March 24, 2023 / 0 Comments
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Government Agent

Final Invoice

Bequests,  Planned Giving Marketing,  Will Planners

The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.

March 15, 2023 / 0 Comments
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granddaughter whispers into grandfather's ear

Planned Giving Power Words That Work

Bequests,  Stewardship

While the planned giving world isn’t exactly the wizarding world of Harry Potter, believe it or not, there really are some magic words — “power words,” if you prefer — that can make bringing home the endowment bacon a lot more likely.

February 9, 2023 / 0 Comments
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Online Will Planner on iPhone Tablet

Online Will Planners: Interview With Viken Mikaelian

Estate Planning,  Estate Planning

[An Interview With Viken Mikaelian.] After seeing vendors like Freewill, Nonprofit Docs, LegalZoom and other vendors popularize an online will planning module, it just made sense for us to develop our own. After all, we’re in the planned giving marketing business, and this is just one more way we can help our clients succeed.

February 7, 2023 / 0 Comments
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Boost your fundraising strategy

10 Ways to Boost Your Nonprofit Fundraising Strategy

Planned Giving Marketing

There are thousands of fundraising tactics out there—hundreds of ways to find donor, to communicate with them, and to ask them for money. There are some things that every nonprofit can be doing to raise more money and boost their development program. Here are ten ways to boost your nonprofit fundraising strategy.

December 16, 2022 / 0 Comments
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If You Don’t Write Your Will …

Estate Planning

Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.” Read this article to learn why you should write your will today!

November 8, 2022 / 0 Comments
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How to get Advisors on Board

Getting Advisors on Board (Cole Eason Q&A)

Planned Giving for Financial Advisors

Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.

September 8, 2022 / 0 Comments
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