Estate Planning Awareness Week
Make-A-Will Month
Mix and Match
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!
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
Frequently Asked Questions on Beneficiary Designations
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