Estate Planning Awareness Week
Make-A-Will Month
Mix and Match
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Marketing content between Estate Planning Awareness Week and Make-A-Will Month can almost be used interchangeably. There is a lot of content here that will make your job easier. Enjoy!
Marketing Downloads*/Estate Planning Awareness
*Note: the bold links below are all direct downloads. All items will be downloaded to your downloads folder or any folder you have designated as your downloads folder.
Did you know over 68 percent of Americans don’t have a will? Take the opportunity to educate your friends and donors about the importance of creating an estate plan that will protect their families and secure their own legacy. You’ll create a larger impact by subscribing to LegacyPlanner™, our online will planning service that makes it easy for your supporters to plan their will for free and to remember you with a bequest. This will further open up conversations on the importance of planned giving.
Read these posts carefully as they need to be adjusted/tweaked based on your mission. You can also retool them for newsletters, e-zines and more.
Subject Line Ideas
Content Fillers
*All templates are in Adobe InDesign and can easily be modified.
Includes:
- Blog
- Emails
- Social Posts
- Postcard – National Philanthropy Month
- Giving Tuesday Emails
- 31 Compelling questions that will make your conversation easier
- 15 Conversation Starters (with reasons behind each question)
- 14 Questions Every Donor Wants Answered
IRA / QCD (Qualified Charitable Distribution)
IRA / QCD (IRA Rollover) Toolkit
We’re always updating our content, but QCD laws are constantly changing. Look out for any changes to MRD and the age at which one can make a QCD. Or, simply call or email us! (success@plannedgiving.com)
IRA / QCD (IRA Rollover) Content
We’re always updating our content, but QCD laws are constantly changing. Look out for any changes to MRD and the age at which one can make a QCD. Or, simply call or email us! (success@plannedgiving.com)
- FAQs-QCD to Life Income Gifts - Cheat Sheet (for Donors and Staff)
- Notice to Educate Staff
- Announcement to Staff and Board
- QCD to CGA Postcard Copy (MS Word)
Brochures
- Essential Steps for Setting Up a Trust
- Choosing an Estate Planning Attorney
- 10 Things to Remember When Planning Your Future
- 25 Estate Planning Documents to Keep in One Place (Flyer)
- 8 Pitfalls in Planning Your Will (MS Word Doc)
- Change is Constant. Your Estate Plan Shouldn't Be.
- Trusts 101 (8 trusts covered and compared)
- What Happens When You Pass Intestate
(This is not part of the above package.)
Frequently Asked Questions on Beneficiary Designations
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