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 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 email and social media post 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 sent 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:
Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.
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