5 Things Nonprofits Can Do to Prepare for National Estate Planning Awareness Week, October 21-27, 2024
Lifelegacy is a leading provider of online estate planning for everyone. We work closely with nonprofits nationwide to help them leverage and grow planned giving as part of their fundraising strategy. We suggest that nonprofits incorporate the following activities to drive awareness, activity and gifts prior to National Estate Planning Awareness Week.
The Future of Fundraising: How Tech-Driven Estate Planning is Securing Nonprofits’ Financial Future
In today’s digital age, nonprofits are increasingly turning to innovative solutions to ensure their long-term financial stability. According to the 2024 Nonprofit Digital Investments report sponsored by NTEN and Heller Consulting, “Fundraising and Financial Stability” is a significant area of higher focus for 66% of nonprofits.
Making the Planned Giving Ask – Tools & Tips
LinkedIn Twitter Facebook Download The majority of planned gifts are received by non-profit organizations through bequests and over 70% of them are a complete surprise to the non-profit. Asking for a planned gift can bring value to the donor and the non-profit in many ways. Here are just a few: 1. Thinking Through Their Legacy: […]
LifeLegacy Partners with Proof to Bring Remote Online Notarization to Estate Planning
At LifeLegacy, we’re continuously innovating to make estate planning easier, more accessible, and affordable for all Americans. We’re thrilled to announce our latest partnership with Proof, the leader in remote online notarization, which now allows LifeLegacy members to draft and notarize their estate planning documents—all from the comfort of home.
Seamless Planned Giving is Here: LifeLegacy and Virtuous Lead the Way With Latest Integration
LifeLegacy has officially launched its new integration with Virtuous CRM, creating a seamless solution for nonprofits to manage their planned giving efforts. Nonprofits using LifeLegacy’s Giving Suite can now automatically transfer planned giving data directly into Virtuous’ CRM, including gift size, gift type, and more. This integration simplifies donor management by ensuring planned giving data is always up to date and accurately reflected across both platforms.
LifeLegacy and Neon One Launch Seamless Planned Giving Integration
LifeLegacy has launched a comprehensive integration with Neon One’s CRM, providing nonprofits with a seamless way to manage their planned giving efforts. This powerful integration allows nonprofits using LifeLegacy’s Giving Suite to automatically sync planned giving data—such as gift size, gift type, and more—directly into Neon One’s CRM.
Making the Planned Giving Ask Part 3: Asking!
Don’t be afraid to ask! It is easy to be intimidated by the concept of asking a donor for a planned gift. But don’t be! After over twenty years of fundraising, I have noticed an interesting trend. After the economic downturn of 2008, portfolios have recovered but minds have not.
There is an underlying sense of fear about the economy. A planned giving ask is a great way for the donor to retain financial flexibility while planning for impact.
Making the Planned Giving Ask Part 2: Why Ask?
The majority of planned gifts are received by non-profit organizations through bequests, and most of them are a complete surprise to the nonprofit!
Asking for a planned gift brings value to the donor and the non-profit in many ways. Here are just a few:
Making the Planned Giving Ask Part 1: Preparing for the Ask
LinkedIn Twitter Facebook Preparation makes any planned giving ask much easier and dare I say better. Professional athletes practice to prepare for their performance. We, as planned giving professionals, prepare as well. We craft a presentation and hone it to meet the needs of the donor.. Below are a few ways to prepare to make […]
Expanding the Value Proposition: How Life Insurers Can Leverage Online Wills to Help Drive Mass Market Sales
Despite technological advancements like automated underwriting and attractive user experience (UX) platforms, life insurance products, especially term products, are still perceived as commodities by agents and luxuries by consumers, particularly during inflationary times. To overcome these variables, more effectively reach the mass market and make the sales and purchase of life insurance more compelling, life insurers should add complementary products that enhance the overall value proposition to agents and consumers. One smart choice is bundling life insurance with online estate planning. Let’s explore how life insurers can benefit from this strategy, backed by statistics on the current state of Americans’ life insurance and estate planning coverage.
