Will Tool Kits

Many prospective legacy donors take a long time to act because:SAWill_Toolkit_cover

  1. They don’t want to think about their own demise
  2. The process of writing or changing a will and leaving a charitable bequest (the most common form of legacy gift) is seen as time-consuming and daunting for some people.

Whatever you can do to ease this burden will help your cause.

A good Will Toolkit helps prospective donors understand:

• what a will is
• why it is important to have one
• why it is important to have a will that is drafted by a professional
• what to look for in a legal professional to draft their will
• steps they need to take before they visit that professional

And the Will Toolkit gives you the opportunity to:

• re-engage donors at an emotional level with donor and service recipient stories
• remind legacy leads of their connection to your cause
• assure individuals that they will be making a good investment when they leave a legacy to you
• provide simple steps to include your organization in their will

Success Metrics

Help our sector gain insight by taking part in our Success Metrics study via a survey.

5% Legacy Solution

“This is a revolutionary and very practical approach. It’s a breath of fresh air and will motivate both fundraisers and donors to 'just do it'. It moves past the intricacies of planned giving instruments and tax incentives to the heart of the matter, the organization's mission and vision and how donors can help achieve that dream."

- Heather Wardle, Former Development Director, Seva Canada

See how the 5% Legacy Solution can work for your organization.