
The Phrases That Encourage Estate Giving
Since August is “Make-A-Will” month, I’ve been writing about estate and legacy (planned) giving and wills, and plan to continue doing so for the next few weeks. Please let me know if the content helps you decide your course of action. Would You Make A “Gift” In Your Will? Did you know that it’s much more effective to ask your donors to make “Gifts in your will” rather than “Bequest Gifts?” Here’s why: Russell James, JD, PhD, CFP, a philanthropy researcher based at Texas Tech University, reports that, according to the latest donor surveys, asking people to consider “Gifts in your will”