Simplicity creates clarity — and inviting your donors to leave a gift in their will is one of the most powerful ways to build a planned giving program at your organization. This week, we’re spotlighting key resources from our PGtoolkit that make inviting donors to consider legacy giving through bequests easier than ever. From sample legal language to planning guides and practical tools, explore our featured documents and take the first step toward a proactive legacy giving program at your organization.
Stay tuned for more tools coming soon
Fact Sheet: Benefits of Charitable Will Bequests
Explains what a gift in the will entails and the benefits for donors.
Fact Sheet: Sample Bequest Language
Provides donors and their lawyers with copy-and-paste sample clauses.
Will Planning Guide
A comprehensive educational guide on the why and how of creating a will, customizable for your organization.
Will Planner (Workbook Tool)
A practical workbook to help donors gather personal and estate info before visiting a lawyer.
