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Beneficiary Designations Portal

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Subject Matter & Topics

Brochures

  • Bequests (how they work)
  • Trusts 101

Mailers (Postcards)

  • Bequests (how they work)
  • Beneficiary Designations

Outreach

  • Download entire Outreach as one file

Content

  • Advisor brochure copy
  • Filler articles (over 40) on wills, trusts and estates
  • Gift Plan "Sell/Spec" Sheets with Illustrations (15 sheets, all zipped)
  • Gift Comparison Charts

And more ...

Empower your donors to plan their will and invest their legacy in the cause they support the most.

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

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?

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