Make A Will Month and National Estate Planning Awareness Week Resources
Leveraging National Initiatives to Advance Planned Giving
The following resources will help you make the most of Make a Will Month (August) and National Estate Planning Awareness Week (3rd week of October) in your community.
Tools and Resources for Nonprofits
Resources for Nonprofits to prepare themselves for promoting Make a Will Month and National Estate Planning Awareness Week:
- Make a Will Month Strategy Guide – includes templates, emails, graphics, content filler, statistics and more by LifeLegacy.io
- Strategies for Churches and Nonprofits to Engage Supporters During Make a Will Month by Brenda Moore
- FreeWill.com Nonprofit Resources and Complete Planned Giving Guide
- FreeWill.com National Estate Planning Awareness Week Playbook for Nonprofit Leaders and Fundraisers 2024
- FreeWill.com National Estate Planning Awareness Week Playbook for Nonprofit Leaders and Fundraisers 2023
- FreeWill.com “Making the most of the Great Wealth Transfer with Make a Will Month and NEPAW” video and slide deck (2023) Patrick Schmitt webinar
- FreeWill.com Make a Will Month Success Toolkit (2023) includes campaign strategy, email and social media posts templates and National Make a Will Month video (2023)
- FreeWill.com – Marketing Tips to Boost Planned Giving and National Estate Planning Awareness Week Email Templates
- Planned Giving Conversations: Romancing the Legacy Dream by Jill Kyle and Delia Perez
- Partnering with Planned Giving: Bequests and Starting the Bequest Conversation by TIAA Kaspick
Tools and Templates for Nonprofits to customize and send to Donors:
- National Estate Planning Awareness Week Email/Letter templates for Planned Giving by FreeWill.com
- Make a Will Month Strategy Guide – includes templates, emails, graphics, content filler, statistics and more by LifeLegacy.io
- Make a Will Month Marketing Templates – includes emails, social media posts
- Sample NEPAW/Make a Will Month letter to donors
- Sample Make a Will Month letter to donors
- Bequest Language Handout
- Beneficiary Designations Handout
- Codicil to a Will
- Sample Legacy Society Invitation letter
- Sample Legacy Society Brochure
- Sample Thank You Letter for Legacy gift
Leave 10 Resources that Nonprofits can share with Donors:
- Leave10.org/SouthSound website
- Individual Resources for Estate Planning and Leaving a Legacy
- How to Leave 10%
- Planning Your Legacy: An Estate Planning Guide (downloadable)
- A Guide to Planned Giving (downloadable)
- Estate Planning Webinar (Securing Your Wishes: Where There’s a Will There’s a Way)
- What is Estate Planning? (Video)
- Estate Planning Video Library Resources for Families by The American College of Trust and Estate Counsel
- Charitable Gifts Reference Chart (downloadable)
Tools and Resources for Professional Advisors
Estate Planning Resources for Professional Advisors
- Leave10.org/SouthSound website and Professional Advisors Toolkit and Resources
- Leave 10 South Sound handout (downloadable)
- National Estate Planning Awareness Week Resolution
- Comprehensive Tools and Resources on Estate Planning, including shareable documents and videos by The American College of Trust and Estate Counsel (ACTEC)
- National Estate Planning Awareness Week media kits for Estate Planning Councils including the Local Council Quick Starter Kit prepared by National Association of Estate Planners and Councils
- National Estate Planning Awareness Week: There’s No Better Time Than Now to Set Up Your Estate Plan by TrustandWill.com (sample article/blog post)
- National Estate Planning Awareness Week article by Gordon Fischer Law Firm
- Holding the Charitable Conversation with Clients by Ken Nopar
- Sample letter: Estate Plan Checkup for Clients (for Attorneys to use)
- Sample letter: How to leave money to Charity in your Estate Plan (for Advisors to use)
Tools and Resources for Individuals
Estate Planning Resources for Individuals
- Why Leave 10%?
- Why you need an Estate Plan
- Basic Estate Planning: What you Need, What’s Optional, and More… by TrustandWill.com
- Estate Planning Basics: What you need to know, but were too bored to ask. by Gordon Fischer Law Firm
- You are a Super Hero: Charitable Giving Through Estate Planning by Gordon Fischer Law Firm
- Three Reasons to Make a Will this Make a Will Month by FreeWill.com
- The Ten Most Important Reasons to Have a Will by FreeWill.com
- What is a Charitable Bequest and Why Should you Care? by Trust and Will
- How to Leave a Charitable Bequest to a Nonprofit by Trust and Will
- Estate Planning Video Library Resources for Families by The American College of Trust and Estate Counsel
- ACTEC Family Estate Planning Guide (Comprehensive estate planning resource guide for individuals/families)
Tacoma and South Puget Sound Estate Planning Attorneys and Councils:
- Leave 10 South Sound Advisor Champions
- Tacoma Estate Planning Council Attorney Directory
- South Puget Sound Estate Planning Council
- Thurston County Bar Association Estate Planning Attorney Directory
- Tacoma Pierce County Bar Association Referral Service and Senior Wills Panel
Online Will and Estate Planning Document Providers:
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