ONLINE WILL PLANNING:

The Good, The Bad and the Ugly

Wednesday, January 18, 2023

2 PM EST

[What do you think? Take a quick poll.]

Over the last several years there has been a proliferation of online will-planning tools. The growth in this industry was spurred on in large part by the number of people who adopted a no-contact, DIY approach to everything they could during COVID.

And while many fundraisers are embracing the wave and the bequests it brings their nonprofits, there are those who despise it. Some lawyers, of course, are claiming that online will planning is an ill-advised concept. And there are even a few foundations that believe online will planning works against the interests of advisors and ruins relationships, while others do not see it making a difference either way.

But one thing is certain: Whether you love it or hate it, online will planning is here to stay.

Every day, more and more Americans are choosing to create their wills using guided programs that help them create simple, legal wills online — many of them for free — from the comfort of their homes. And those nonprofits that are embracing the trend are seeing an increase in the number of bequests and other planned gifts from their donors.

Which is why you need to attend our newest webinar, Online Will Planning: the Good, the Bad, and the Ugly.

We’ve enlisted the help of five industry experts to explore the online will planning trend. They asked the tough questions, including:

  • Are online will planners a good idea, or a bad one?
  • Who comes first — donors, advisors, or the nonprofit?
  • Are there any security issues?
  • Which platforms are succeeding, and which are not?
  • Are you risking relationships with the lawyers who help your organization?
  • How effective are online will planners at increasing planned gifts?

You’ll leave this information-packed presentation armed with all the facts and plenty of strong opinions, both of which will help you make the right decision for your organization.

Over 92.5% of Planned Gifts Are Bequests.