Give and Take

Think hosting a planned giving seminar will excite donors? Think again. Most people won’t show up because they see it as a fundraising pitch. But when you frame the conversation around estate planning, attendance skyrockets. People care about protecting their family, ensuring their wishes are honored, and avoiding legal headaches—charitable giving follows naturally. Stop pushing planned giving presentations that fall flat. Engage donors the right way. Host an estate planning session instead.

Estate planning is a critical task for everyone, but for women, it comes with unique considerations. Women need a tailored approach that takes into account their longer life expectancy and evolving roles in society. They need to ensure their legacy is managed according to their wishes. This guide will take you through the essentials of estate planning for women, highlighting its importance, timing, and the key elements you need to consider.