CATEGORY

Estate & Gift Planning Fundamentals

Foundational concepts related to estate planning and charitable gift planning. Covers basic structures, terminology, and planning considerations that underpin informed decisions by donors, advisors, and nonprofit professionals.

An image of a stamp to get your will notarized.
Wills
Viken Mikaelian

Does a Will Have to be Notarized?

Discover whether a will needs to be notarized to be legally binding in 2024. Learn the requirements, benefits, and exceptions for notarizing a will.

Read More »
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 »
An image of an older couple meeting with a lawyer to discuss their living will
Wills
Viken Mikaelian

How to Create a Living Will

Learn how to create a living will to ensure your healthcare preferences are honored even if you become incapacitated. Follow these steps for peace of mind and clarity.

Read More »
Hands protecting family and wealth with a security seal above — depiction of asset protection.
Estate Planning
Joshua Keleske

Strategies for Asset Protection

Asset protection is about securing your wealth and future against unforeseen risks. Without the right strategies, liabilities can erode what you’ve built. Here’s a quick summary of guidance from Joshua Keleske, helping you navigate legal structuring, insurance, and strategic ownership to safeguard your assets. With the right planning, you can protect what matters most and ensure long-term financial security.

Read More »
Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

For those who drive change — not watch it. Join the top 1%.