National Estate Planning Awareness Week

Free Marketing Content

National Estate Planning Week runs from Oct. 17 to Oct. 23, and wise nonprofits use it as a time to promote both financial wellness and planned gifts.

And in the planned giving world, it’s one of the most important marketing weeks of the year.

Why? Because it’s an opportunity to engage your audience with helpful information about the importance of creating a will. You’re helping the people who help you—and when they’re trying to figure out what to do with their 401k, beach house or art collection, or the remainder of their savings account, you’ll be top of mind.

Because we’re committed to your success, we’ve put together a collection of free emails, social media posts, and website content that you can use as part of your marketing efforts. Did we mention that they’re free? And they’re not just run-of-the-mill, boilerplate templates. This is premium content that we’re providing free to get you on the fast track to a thriving planned giving program. It’s also highly adaptable.

National Estate Planning Week is the perfect opportunity to connect with your organization’s supporters. But don’t just make it a once-and-done touch point: We strongly recommend that you make this a coordinated marketing campaign with multiple messages and touchpoints. See our recommendations below.

And if you really want to drive home the message, coordinate the free campaign materials below with a targeted direct mail postcard campaign. Contact us to get started today!

Your Next Steps

  1. Review the marketing content in our Outreach Section to determine what fits your organization’s marketing strategy best. We encourage you to have 2-3 touchpoints at a minimum. You can pick all emails, all social media posts, or adopt a hybrid approach. Concentrate your messaging where your supporters respond the best.
  2. Schedule your content to go out now or between October 17th – October 23rd.
  3. If you need graphics or brochures customized or would like to map out your game-plan, feel free to schedule a time with us.
  4. Keep in mind that all of the planned giving content we’re providing can be adapted to any medium. You could even create your own print campaign (but we could create one with you that’s even more effective!). 

Fast Facts

Critical to Development

  • No Will

    2 out of 3 Americans believe they should have a will by 55 (or sooner). However, more than 68% of U.S. adults lack a will.

  • Running Behind

    Of those with a will, 70% don't have an up-to-date will. This inhibits charitable giving, costing nonprofits billions per year.

  • Great Wealth Transfer

    Over the next 20 years, more than $30 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.

  • Aging

    By 2030, all Baby Boomers will be 65 or older.

  • Millenials

    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.

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