21 Estate-Planning Videos for Year-Round Engagement

Donors see legacy planning as a year-round neglected priority. Do you?

Why it Works

Donors feel guided—not sold. Clear language, strong storytelling, and next steps.

Built for the Calendar

Perfect for October and Make-A-Will Month, yet effective all year.

Frictionless to Use

Post on your site, email, or social. Pair with landing pages and quick replies.

Use These To:

Maximize October and August campaigns
Keep engagement steady all year
Open conversations at life’s turning points
Drive traffic to your will/legacy tools

Complete Legacy Campaign

What's Included

Here’s exactly what you’ll get in the Complete Legacy Campaign:

21 Donor-Facing Videos — engage and inspire all year.
21 Matching Landing Pages — one per video.
21 Ready-Made Emails for Each Video — deploy instantly to donors.
101 Questions to Ask Donors (PDF Booklet) — spark deeper conversations and lasting relationships.

Optional

Planned Giving Website — a complete branded digital hub.
LegacyPlanner™ — online will planner.

These videos are just the start—the full Legacy Center arrives this October.Get a Quick Walkthrough

Key Benefits

Modern Content — designed for today’s donors, not outdated trends.
Visually Engaging — bold, high-impact formats that stand out.
Breaks Through Clutter — short, punchy touchpoints, not long-winded e-newsletters.
Results-Focused — crafted to inspire donor action, not just clicks.
Concise & Memorable — streamlined messages that get read and stick.

What It Delivers

Motivates prospects to act
Stewards donors through long-term engagement
Builds trust through education and transparency
Breaks through clutter with short, punchy touchpoints — not long e-newsletters
Converts intent into lasting gifts
Requires no tech buildout or custom coding

Many donors don’t realize the consequences for their family of not having a will.

These videos explain the risks and show how a thoughtful plan protects loved ones while creating a lasting legacy for your mission.

All Video Topics

We’ll provide a recommended sequence for maximum impact.

Emotional Triggers

Yes, some are scare tactics — but necessary wake-up calls.

1. What Happens If You Don’t Have a Will
2. If You Don’t Make a Will the Government Will
3. What Happens to Your Kids if You Die Without a Will?
4. The Mess You Leave Behind Without a Will
5. Can Your Pet Inherit Your Money? Nope. Unless …
6. No will? Expect a lawsuit

Legacy Planning and Family

Show how a will protects loved ones.

1. Your Will Can Change the World
2. Be the Ancestor Everyone Talks About
3. Wills Aren’t Just For the Rich
4. The One Line in Your Will That Can Change a Life
5. How to Donate $0 Today and Become a Legend

Quick Tips and FAQs

Simple answers to common, confusing questions.

1. What Makes a Will Valid in Your State?
2. Top 3 Mistakes People Make in Their Wills
3. What Is a Bequest? And Why You Should Care
4. Do You Need a Lawyer to Make a Will?
5. How to Add a Charity to Your Will in One Sentence

Psychology and Story Based Hooks

Stories that inspire action and legacy.

1. He Died Tomorrow
2. Why People Procrastinate on Wills (and How to Beat It)
3. The $1 Million Gift She Never Knew She Could Leave
4. Imagine This: You’re Gone. What Happens Next?
5. Do You Want to Be Remembered, or Just… Gone?

Coming this October: Legacy Center

Coming This October: Your Complete Legacy Marketing Hub. These videos are just the beginning.

Legacy Giving in a Box

Includes