Planned Giving Calendar
A planned giving calendar is a crucial tool for nonprofits to prepare for giving days and to secure donations throughout the year. A well-planned calendar helps organizations map out their fundraising activities and identify the most effective strategies to engage with donors.
Wills and Beneficiary Designations as Planned Gifts
One way that donors can support your organization is through planned giving, which involves leaving a gift through specific financial vehicles or legal documents such as wills or trusts, or by using beneficiary designations on certain financial accounts.
‘Tis the season (of giving) – use an online will to direct your legacy!
70% of Americans don’t have an updated will (that’s a lot of people)! And as we near the end of 2023, this marks a good time to set a resolution to get your financial plans in order.
Three Key Questions to Ask Before Completing a Will
Both wills and beneficiary designations are integral parts of an estate plan. It doesn’t matter if you have $50,000 of property and assets or $5 million, understanding the difference between these “pass-along” vehicles is important.
Addressing the Estate Planning Needs of Under-Willed Hispanic Households
A legacy is important to just about everyone, but especially so in Hispanic households.
How Nonprofits Can Drive More Planned Gifts with Online Wills
How Nonprofits Can Drive More Planned Gifts with Online Wills
Avoid a Generational Mess: Part 2
This is Part Two of a series dedicated to providing clarity about the importance of creating, storing and sharing our end-of-life wishes regarding our property and assets.
Avoid a Generational Mess: Part 1
This is Part One of a series dedicated to providing clarity about the importance of creating, storing and sharing our end-of-life wishes regarding our property and assets.
LifeLegacy and Plannedgiving.com Partner and Launch LegacyPlanner For Nonprofits
Buying life insurance for the benefit of people and causes is gaining traction.
Credit Unions Adding Free Financial Education Tools to Attract Members
Buying life insurance for the benefit of people and causes is gaining traction.
