Here's a valuable resource for both fundraisers and their prospects —
a simple list of the documents every
person should gather together to make sure all estate information
is at hand when they pass away. It's the simple first step for preventing
chaos, disappointment, hard work and unnecessary expense resulting from a
ragtag, unprepared estate, and
it strengthens your role as trusted friend. You can employ this useful document
in electronic or hardcopy form to initiate and/or support estate-planning discussions
with your prospects.
Click here for download of 25 documents that you need to put in one place.
Print and circulate to your planned giving donors.
Great resources from PlannedGiving.com
