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Estate Planning Awareness Week & Make-A Will Month

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Marketing Downloads*

Email Templates

Social Media Posts

Website Edit Recommendations

Bonus: General Planned Giving Social Media Posts

Templates

[for clients only]

Grandparents with Granddaughter and Dog

*All templates are in Adobe InDesign and can easily be modified.

Note: the actual downloads page may have more tools than specified on this page.

(This is not part of the above package.)

Frequently Asked Questions on Beneficiary Designations

What is a Beneficiary Designation

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Does the price go up as my team gets larger?

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Can I cancel my subscription at any time?

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Am I qualified as a nonprofit to accept beneficiary designations?

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Does the price go up as my team gets larger?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Can I cancel my subscription at any time?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.