Most Popular

Most Popular

Estate Planning

Estate Planning

Estate Planning

End-of-Life Services and Estate Planning – A Great Fit

March 17, 2023

Tax Season Planned Giving

Resources

Email Templates: Tax Season For Planned Giving

February 22, 2023

beneficiary designation

beneficiary designation

Strategies

Presentation: The Importance of Investing in Planned Giving

February 21, 2023

5 Step Guide to Increasing Planned Gifts from Social Media Free Template

Strategies

5 Step Guide: Increase Planned Gifts from Social Media

February 21, 2023

Bequest Email Templates

Resources

Bequest via Will Email Templates

February 21, 2023

Planned Giving Social Media Templates

Resources

National Make a Will Month Social Media Templates

February 21, 2023

Make a Will month postcard templates

Resources

National Make a Will Month Postcard Template

February 21, 2023

Planned Giving Calendar - Free

Strategies

Planned Giving Calendar

February 16, 2023

Planned Giving

Wills and Beneficiary Designations as Planned Gifts

January 18, 2023

Estate Planning

‘Tis the season (of giving) – use an online will to direct your legacy!

December 22, 2022

beneficiary designation

beneficiary designation

Estate Planning

Three Key Questions to Ask Before Completing a Will

November 28, 2022

Stories

Addressing the Estate Planning Needs of Under-Willed Hispanic Households

November 14, 2022