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Our "bequest makers" simplify your life.

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LEGACY GIVING IN A BOX
Legacy Giving in a Box
The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.
Includes

Planned Giving Website

Will Planner

Marketing and Outreach

Back Office Operations

Stewardship

Wills & Estate Planning Statistics
PUBLICATIONS

101 Questions That Unlock Planned Gifts
Clients only.

Pocket Guides
Learn how planned gifts work.

Giving Tomorrow
Exclusive interviews, tips, research, case studies from best and brightest. Help grow your career.

Gift Comparison Charts
Compare planned gifts side-by-side.
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Philanthropy.org

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Client List
75 Social Media Facebook Posts
Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

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CONTACT

Tag: Asset Protection

Trusts

How to Establish a Trust Fund in 5 Simple Steps

Learn how to establish a trust fund in 5 simple steps. Protect your assets and secure your loved ones’ future with our comprehensive guide.

Sarah Pinto January 20, 2025 No Comments

Trusts

The Compelling Advantages of a Charitable Remainder Trust

Explore the benefits of Charitable Remainder Trusts, including tax advantages, estate planning solutions, and support for charitable causes.

Sarah Pinto January 15, 2025 No Comments

Wills

Are Wills Public Record?

Learn about the public nature of wills, probate, and strategies to keep your estate plan private.

Viken Mikaelian January 14, 2025 No Comments

Legacy Giving in a Box

Includes

Tag: Asset Protection

How to Establish a Trust Fund in 5 Simple Steps

The Compelling Advantages of a Charitable Remainder Trust

Are Wills Public Record?