Category: Bequests

Hand holding a magnifying glass over miniature wooden houses, symbolizing estate planning, property evaluation, and identifying assets for bequest marketing.
Bequests
Viken Mikaelian

Bequest Marketing: The Ultimate Guide to Your Most Essential Planned Giving Strategy

Bequest marketing is the cornerstone of effective planned giving strategies for nonprofits seeking sustainable funding. Unlike complex charitable vehicles, bequests are accessible to donors of all income levels, requiring no immediate financial commitment while yielding gifts 200-300 times larger than lifetime donations. By implementing strategic bequest marketing through multiple channels, nonprofits can build lasting donor relationships and secure their financial future with minimal resources. Start with bequest marketing before exploring more complex planned giving options—it’s the simplest, most effective approach to legacy fundraising.

Read More »
Viken Mikaelian March 17, 2025 No Comments
A picture of scales and a judge's gavel, to illustrate a PlannedGiving.Com post about dying without a will.
Bequests
Patrick O'Donnell

The Man Who Died Without A Will

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.

Read More »
Patrick O'Donnell March 27, 2023 No Comments
Happy Couple Making A Will Together
Bequests
Viken Mikaelian

Getting It All Together: Making Your Will

Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things you absolutely must account for; and a few things you’ll want to consider.

Read More »
Viken Mikaelian March 22, 2023 No Comments
You Had Me At Bequest
Bequests
Mindy Aleman

You Had Me at Bequest

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

Read More »
Mindy Aleman March 17, 2023 No Comments
Government Agent
Bequests
Patrick O'Donnell

Final Invoice

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.

Read More »
Patrick O'Donnell March 15, 2023 No Comments
An image of a frustrated, grieving woman sitting over a laptop computer, to illustrate a Plannedgiving.Com blog post about the importance of women's estate planning.
Bequests
Gail Rodgers

An Estate-Planning Guide Just For Women

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

Read More »
Gail Rodgers March 9, 2023 No Comments
A picture of a granddaughter whispering into her grandfather's ear, to illustrate a PlannedGiving.Com post on Planned Giving Power Words That Work.
Bequests
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.

Read More »
Patrick O'Donnell February 9, 2023 No Comments
A photo of a glamorous woman surrounded by photographers, to illustrate a plannedgiving.com post about celebrities who died without a will. Dying without a will is also called dying intestate.
Bequests
Viken Mikaelian

Celebrities Who Died Without A Will: A Study in Poor Estate Planning

Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who died without a will —or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits.

Read More »
Viken Mikaelian July 13, 2022 2 Comments
Planned Gift Donor
Bequests
Viken Mikaelian

Does a Planned Gift Donor Need a Lawyer to Draft a Will?

One of the most frequently asked questions in planned giving is whether or not a planned gift donor needs a lawyer to write their will. In this article, we answer the question, and give some important fundraising tips for your non-profit.

Read More »
Viken Mikaelian April 17, 2022 No Comments
Logo White

2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606

Products & Services

Subscriptions

Special Links

Contact