Give and Take

While there are all kinds of advice floating around about methods to cultivate major donors, much of it is advanced and focuses on well-established organizations trying to grow already sizeable endowment funds. For organizations in the beginning stages of focusing on large donations, there are certain tried-and-true steps to cultivate major donors.  

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.

Because of the renewed interest in estate planning — and because of the number of Americans who still lack a will — now is a prime time for nonprofits to remind supporters and prospects about the importance of estate planning.

Many American families are left to deal with the financial and emotional fall-out left in the wake of their loved one’s death.  It’s not often that you think about it, but it’s never too late to get prepared. And getting a customized will done is often very simple and straightforward using an online will service. 

You should already be promoting the importance of estate planning (and by extension, marketing your planned giving program) to your donors. We offer a simple toolkit to cover most needs. But to really help your donors—who in turn, will help you—you need a free online will planner incorporated in your planned giving website.