Tag: estate planning

A picture of the word "Bequests" above two thought bubbles containing the words "Do's" and "Don'ts," to illustrate a PlannedGiving.Com blog about securing estate gifts and securing bequests for your planned giving program.
Planned Giving Marketing
Jonathan Gudema

Estate Gifts Do’s and Dont’s

Estate gifts, also known as planned or legacy gifts, are a vital component of many nonprofits’ fundraising strategies. Soliciting bequests or estate gifts can significantly impact an organization’s financial sustainability and long-term success. However, soliciting estate gifts requires a delicate and thoughtful approach to ensure that donors feel respected, valued, and inspired. Here are some essential Dos and Don’ts to guide your nonprofit’s fundraising and planned giving efforts.

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Estate Planning Goals Illustration: property disposition, charity, life insurance, living will, trust, succession planning
Planned Giving Marketing
Viken Mikaelian

Importance of Estate Planning: Why You Need an Estate Plan

Let’s face it: Estate planning isn’t exactly a dinner table conversation starter. But trust me, it’s one of those adulting tasks that’s way more important than we often give it credit for. So, what’s all the fuss about?

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