Give and Take

Share your story
Planned Giving Marketing
Viken Mikaelian

We Want Your Stories

We’re looking to compile the largest-ever collection of bequest-related stories — and give you and your nonprofit some publicity at the same time. We will be publishing the stories on, and on (which we just acquired). Our goal is to teach and inspire. Some of these stories may even be used as examples by presenters nationwide (with your permission, of course). If your story is public, it’s welcomed! What, exactly, are we looking for? Stories about transformative, surprise bequests Bequests that were challenging to get, but paid off A big increase (or decrease) in bequests to your organization Creative bequest marketing Unusual

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granddaughter whispers into grandfather's ear
Patrick O'Donnell

Planned Giving Power Words That Work

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.

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Mother carrying daughter at sunset on the beach
Jack Miller

Little Jessica

Before she became ill, I used to see Jessica every Sunday night when her parents came to play in the little mixed-couples pickup basketball league at the gym. At that time — and this was thirty years ago — Jessica was about one year old. Cute kid. An only child who was barely talking yet.

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Online Will Planner on iPhone Tablet
Planned Giving Marketing
Patrick O'Donnell

Online Will Planners: Interview With Viken Mikaelian

[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.

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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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Legacy Planner Logo

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.

Reach out! We look forward to hearing from you soon.


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