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Estate Planning Awareness Week & Make-A Will Month

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Marketing Downloads*

Email Templates

  • Four (4) email templates, each with a suggested subject line.

Social Media Posts

  • Four (4) suggested social media posts.

Website Edit Recommendations

  • Place this notice each year on your planned giving website.

Bonus: General Planned Giving Social Media Posts

  • Seventy-five (75) general planned giving social media posts. Adaptable to any medium (elevator pitches; signature lines; facebook, and more.)

Templates

  • Emails, Brochures, Advice and More

And Much More. Enter Downloads.

[for clients only]

More Downloads (Clients Only)
Grandparents with Granddaughter and Dog
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.

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

Over 15 Planned Giving Videos for your Website

(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?

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