The Estate Plan Problem
Fact: Less than 20% of Americans have a charitable gifts component within their Will or Estate Plan.
Fact: Between 55-65% of individuals or families do not even have a Will or Estate Plan.
Fact: 94.5% of Americans are charitable during their lifetime.
Why the Disconnect?
If individuals or families are generous during their lifetime why are they not generous at their death when there are so many possibilities to share their wealth and still give to their family members?
Over half of the individuals or families do NOT have a Will or Estate Plan in place and if they do have a will there is a 1 in 5 chance that any Non-Profit will be the recipients of any future gift.
How do you move individuals or families who already have a desire to give to remember you as a non-profit in their estate plan?
We can help! And your supporters don’t pay us a thing!
Having a team of professional estate coaches share simple viable options that align with the donor’s values and desires during their lifetime.
We partner with organizations as a gift to their supporters by assisting them in creating an estate plan that is of no cost to the donors. We are truly a gift to your supporters because the process is simple and concise and the evidence is shown by the gifts they are now able to share.
Most people are surprised at how much they can give and some are even surprised to find ways they can start giving now without affecting how much is available to assist them in retirement. Our experience has found that the average person or couple who goes through the estate planning process gives on average about $80,000 to non-profits. Sometimes the gifts are small, sometimes the gifts are large, but it is not about the dollar figure, it is about the opportunity to help people leave the legacy to you that they already desire to give but have not put down on paper.
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Craig has been a pleasure to work with, not only because of his knowledge but also because he makes sure the information and suggestions he gives are best for YOU and your situation. “One glove fits all” is not his approach. I appreciate him taking the time out to get to know me as a person. The will and estate planning has been smooth and enjoyable and that is because of Craig’s approach and care.