Estate Planning Awareness Week

[for clients only]

Marketing Downloads*

Email Templates

Social Media Posts

Website Edit Recommendations

Bonus: General Planned Giving Social Media Posts

[for clients only]

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?

Can I cancel my subscription at any time?

Am I qualified as a nonprofit to accept beneficiary designations?

Does the price go up as my team gets larger?

Can I cancel my subscription at any time?