Preparing for National Estate Planning Awareness Week
As of 2024, 68% of Americans are without an up-to-date will or trust. Their top reason? Procrastination. They simply don't feel a sense of urgency to complete this task.
But having a plan in place offers many benefits: peace of mind, security for loved ones, agency over important life decisions—and legacy-building with one's favorite causes!
National Estate Planning Awareness Week was founded in 2008 by the National Association of Estate Planners & Councils to emphasize the importance of estate planning for all. It's a perfect opportunity to share your FreeWill tool, motivate supporters to create essential documents, and secure new planned gift commitments.
In this session we shared:
- Why NEPAW is a top campaign recommendation for our bequest partners
- Outreach strategies for the campaign ("must haves" and "nice to haves")
- Compelling new messaging for your email outreach
- How to opt in to participate in advance of the deadline
Access the post-training survey here.
