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.
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.
With these facts in mind, you can’t afford not to pursue bequests.
That’s your upside which should not be ignored. This handy Toolkit is an “ice-breaker” to reach this fertile audience.
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.”
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.
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