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

Planned Gift Donor

So what Happened to Your Loyal Donor?

Have you experienced the passing of a loyal donor who forgot to leave you in her estate plan?

Sadly, it happens often. Some donors don’t realize they can make a difference with a bequest. Others don’t create a will at all — leaving their families with an emotional and financial mess.

Many fundraisers and advisors hold a deeply rooted belief that a planned gift donor should always use an attorney to draft their wills.

Sound advice. But in the real world, this does not always play out.

Regardless of anyone’s recommendation, many will simply put their blinders on and neglect the task altogether. Others will attempt to draft their wills themselves.

So, instead of offering advice he or she won’t heed, why not provide your planned gift donor with the tools to get started on (or complete) an estate plan, and recommend it be reviewed by an attorney? This keeps your nonprofit top of mind when it’s time to think about bequests, and it also provides a valuable service — more than 60 percent of Americans lack a will.

How Can You Help Your Planned Gift Donors?

A free, online will-maker for your donors is an opportunity to let donors know they are not just creating an estate plan for their loved ones, they are also investing in their own legacy.

That’s why we’ve created LegacyPlanner™ —it’s a bequest and will planner in one. And it comes with several options for the planned gift donor, including smart way to open doors to other discussions. Simply put, it’s the best option available for nonprofits that want to offer an easy and cost-effective method for their cherished supporters to remember the organization in their estate planning.

Read more here, and then give us a quick call to talk with one of our planned giving specialists. Your endowment won’t regret it.

Categories: Bequests,

All of our blogs, products and services are proudly conceived, created, reviewed, and disseminated by real humans — not A.I. (artificial “intelligence.”)

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

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