National Estate Planning Week runs from October 20th — 26th, 2025, and wise nonprofits use it as a time to promote both financial wellness and planned gifts.
Free for Everyone. Download an introduction to Estate Planning Awareness Week.
Includes Giving Tuesday materials, Estate Planning Awareness, tools, social media posts, banner content, brochure templates and more. Over 40 downloads.
[Reminder: Giving Tuesday is on Tuesday, Dec 2, 2025]
National Estate Planning Week is one of the most important marketing opportunities in planned giving.
Why? It’s when donors are thinking about wills and estate planning. When they decide what to do with their assets, you want to be top of mind.
This isn’t boilerplate content—it’s premium material to help build your planned giving program.
National Estate Planning Week works best as a coordinated campaign with multiple touchpoints.
Pro tip: Combine these materials with a targeted postcard campaign. Contact us to get started.
Ready to start? Visit the Outreach Section for your free materials.
Fast Facts Critical to Development
2 out of 3 Americans believe they should have a will by 55 (or sooner). However, over 72% of U.S. adults lack a will.
Of those with a will, 70% don't have an up-to-date will. This inhibits charitable giving, costing nonprofits billions per year.
Over the next 20 years, more than $68 trillion will change hands as part of the Great Wealth Transfer. Nonprofits have a major opportunity to capture a big piece of this wealth if they effectively integrate estate planning tools with their planned giving strategy.
By 2030, all Baby Boomers will be 65 or older.
84% of Millennials donate to charity, but only an estimated 5% have left a planned gift to a charitable organization. This marks a major opportunity to get young supporters in early and steward them for years to come.
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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