The answer is yes! Yet, very few of these gifts are uncovered and made known to the charity before the donor passes away. This is a trend we’ve been paying a lot of attention to over the past two years, since there are potentially millions of dollars in bequests that …
What is a legacy gift?Legacy gifts refer to a gift left in your Will in the form of property, cash, or as a portion of estate (called a residual gift). While charities have several ways that people can donate and make an impact, legacy gifts play a crucial role in …
Digital transformation is now touching all avenues of fundraising, and legacy giving is the newest area where nonprofits can benefit from adapting to the ever changing digital world. With the recent pandemic prompting many individuals and couples of all ages to look for alternatives to seeing a lawyer, it’s predicted …
“If you do what you’ve always done, you’ll get what you’ve always got.” - Henry Ford The landscape of creating Wills is rapidly changing, and nonprofits now stand in a unique position to serve their communities with the growing number of options available. It’s promising to see planned giving professionals …
There’s more options to create Wills than ever before and also a lot less inertia around creating Wills these days. Just like many other industries, Wills have adapted to online options that serve all age groups, but make it easier than ever for tech-savvy millennials to have an up-to-date Will …
After a year filled with uncertainty, many individuals and couples have begun to take actions to create more certainty for their future. Online Will-writing services have boomed this year, as they offer a fast, low-cost alternative to having a lawyer draft a Will. The additional factor bonus of online Wills …
Storing a Will is just as important as having a Will that’s up to date. While there aren’t any legal requirements for how to store a Will - regardless of how your Will has been drafted - it’s still up to you to determine the best place to store it …
