Empower Your Donors With Free Estate Planning Education

As a planned giving professional, one of the most powerful ways to engage donors is by helping them take the first step in securing their legacy. That’s why we’ve created a comprehensive, donor-friendly guide to estate planning: Starting Your Estate Plan: What to Know. This curated collection of educational resources includes articles, checklists, and FAQs that cover everything from when to start an estate plan, to common misconceptions about wills and trusts. Each piece is designed to demystify the process and equip your supporters with the knowledge they need to make confident, informed decisions—no legal jargon involved.

Whether your donors are just beginning to think about their legacy or actively updating their documents, these resources can be shared via email, newsletters, or embedded in your website. The goal is simple: to foster trust and provide genuine value by helping supporters understand how estate planning can align with their values, and their desire to give back.

Download the full resource toolkit below and start meaningful conversations that lead to long-term impact.