Planned Giving

COVID made this business decision a moot point for many employers: it was either work at home or not work at all. Other than the blanket remote work initiative, one of the most highly-affected areas was in the world of estate planning.

Seniors often delay moving into retirement communities because they’re waiting to sell their home. This puts their future at risk as they age. Our process removes that barrier. We provide immediate cash through a structured sale, allowing them to move in now. The remainder becomes a charitable gift, and there’s no financial risk to your community—funds are secured before move-in. It’s seamless, fast, and ensures your vacancies are filled with motivated, ready-to-move-in residents.

Think hosting a planned giving seminar will excite donors? Think again. Most people won’t show up because they see it as a fundraising pitch. But when you frame the conversation around estate planning, attendance skyrockets. People care about protecting their family, ensuring their wishes are honored, and avoiding legal headaches—charitable giving follows naturally. Stop pushing planned giving presentations that fall flat. Engage donors the right way. Host an estate planning session instead.

Estate planning is a critical task for everyone, but for women, it comes with unique considerations. Women need a tailored approach that takes into account their longer life expectancy and evolving roles in society. They need to ensure their legacy is managed according to their wishes. This guide will take you through the essentials of estate planning for women, highlighting its importance, timing, and the key elements you need to consider.

The number one reason some nonprofits do not want a will maker on their planned giving website is because they know “better.” Fundraisers are deeply rooted in their belief that a donor should use an attorney to draft a will. True. But it’s not our decision.