CATEGORY
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.
Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.
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!
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.
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.
Donors like to do more than just give — they like to feel like they are investing in the nonprofits they support. Investing means feeling like they are part of the organization and partially responsible for its success. If you want donors to give more to your organization, you need to find ways to help them feel as though they are investing, not simply making a donation.
We recently interviewed Jordan Cassidy, Co-founder & Head of Business Development of LifeLegacy, about nonprofits using online will planners for their constituency. Here’s what he had to say. Q: Is an online will really an effective way to get planned gifts? A: A bequest giving tool like our free online will is great for engaging everyday donors. You can offer this complimentary service to your donors, track engagement and use it as the beginning, not the end, of the conversation
Did you hear that former Zappos CEO Tony Hsieh died intestate? Now his family, friends, and business associates are apparently fighting over a bunch of deals and agreements that were scribbled on thousands of sticky notes plastered all over the walls of his Utah mansion. Don’t make the same mistake. Don’t die without an estate plan that keeps your legacy intact!
This is a unique time for nonprofit organizations. Generational wealth transfer is in full swing. Is your organization prepared to make changes to accommodate the sudden influx of millennial wealth? If you’re prepared, this could be a momentous time for your nonprofit.
Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.
My father hated estate planning. The words conjured up technical mumbo-jumbo he preferred not to think about. This was a big mistake, as he left his family with an estate plan. Here’s why estate planning is so important for you, your family, and the causes you care about.
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
For those who drive change — not watch it. Join the top 1%.