Estate Planning Toolkit

For Those Who Invest in Their Legacy

The Generational Wealth Transfer is a fundraising game changer. And according to the late Robert Sharpe, it’s the “golden age for philanthropy.”

Bequests are a popular and convenient way for donors to leave a legacy. Gently remind them that establishing an estate plan early on and readjusting it as needed throughout one’s lifetime can help one prepare for the future and leave a legacy for the organizations they love.

  • Over 30 beautiful designs
  • Custom design option at no additional charge
  • Bring your own photo  or use one of our premium stock images
  • Promote it with our online LegacyPlanner, a free online will and bequest maker
  • Final product: printed copies, or, print-ready electronic files (PDF) for your own commercial printer, for private distribution, or to post on your planned giving website

Also available for faith-based organizations:

The Guide is one simple booklet that makes a great companion to our online will planner.

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Bequests: Easy to Give, Easy to Receive

Take the fear out of estate planning by educating your donors how to write a will, plan a bequest, and make other long-term arrangements that aligns with their interests and meets their personal goals with this simple Estate Planning Toolkit.

  • Over 90% of all planned gifts are bequests.
  • 44% of nonprofits don’t focus on wills or estate gifts.
  • An average charitable bequest is between $35,000 and $80,000.
  • Annual giving increases after bequest giving.

With these facts in mind, you can’t afford not to pursue bequests.

Annual giving increases after bequest giving.

That’s your upside which should not be ignored. This handy Toolkit is an “ice-breaker” to reach this fertile audience.

  • Use it as a leave-behind on donor visits.
  • Distribute at Legacy Society events, donor gatherings, reunions, board meetings.
  • Hand them to advisors for their clients.
  • Use it to promote your free, online will-planner.

This lead generation tool educates your donors that it’s more than just about giving to your organization… it’s about investing in their legacy.

“Live Well. Leave well. Plan Your Estate for those You Love.”

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HOW WE DEVELOPED IT

  • We reviewed the products from all vendors and concluded they were long and complicated. Even though we know planned giving, we felt like we were being led down a labyrinth. Imagine the poor prospect!
  • We researched estate planning materials put out by major financial institutions such as banks and investment firms.
  • We researched other estate planning tools online.
  • We concluded there was a gap in all the products. No one is producing a simple estate planning guide with an emphasis on charitable planning.
  • Our marketing writer wrote the content, an attorney reviewed it, and our graphic designer made it look outstanding.
  • We combined the best of the best, kept things simple, and emphasized charitable planned gifts (after all, you’re a nonprofit not a financial planner). The result: a practical tool that doesn’t make the donor feel they are in law school with superfluous content and quizzes to take.
  • Finally, we also developed an Estate Planning Guide specifically targeted to Women to augment our vast library.

Save time. No need for endless meetings to “personalize” your Estate Planning Guide. We have it down to a science.

You may wish to edit the language in this booklet, but that’s defeating the purpose. We’ve done the work so you don’t have to. To personalize it, use whatever cover you wish, including your own photos. We also have a ton of gorgeous stock imagery at your disposal.

Deliverables include a beautifully designed  PDF of this booklet which you can forward to donors on an as-needed basis, or post on your planned giving website.  We can provide printing services if desired.

PRODUCT SPEC SHEET (PDF 1.4MB)

RELATED DOWNLOAD (PDF)

 

A Comprehensive Estate Planning Guide Just For Women

See story-telling companion book that can be customized.

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