What is Planned Giving?
We throw around words like ‘planned giving’ and ‘gift planning’ and ‘legacy’ all the time, and we thought we’d start from ground level with this post: what, exactly, do we mean? More importantly, why does any of this matter?
How to Write a Legacy Letter
There are a lot of details that go into a legacy plan: who gets what, and how assets should be handled, are essential elements that need to be spelled out clearly. But it’s also important to consider the relational side of your legacy. Here’s one great way to leave a meaningful impact on those that matter most to you.
The Most Surprising Things About Legacy Planning
Sometimes newcomers notice things that others no longer see. As the newest gift planning counselor at GPS, here are a few observations that shocked and inspired me about legacy planning.
What Happens if You Die Without a Will?
It’s estimated that 70 percent of Americans don’t have a will. Nobody wants to think about dying, but creating an estate plan will save your loved ones from near-certain headaches and disagreements. Here’s what happens if you die without a will…and why you should probably avoid that at all costs.
What is a Donor Advised Fund?
Donor Advised Funds (DAFs) aren’t new, but they’re catching on in the philanthropic world because they’re incredibly flexible and easy to use. Here’s an overview of what a Donor Advised Fund is, and some creative ways clients have been using them to give more than they could otherwise.
Estate Plan Decisions to Make Before You Turn 40
Many young adults think they’re too young to have to worry about estate planning. But without a plan in place, your kids, pets, and assets could get caught in limbo if something unexpected happens. Don’t wait! Here are the top estate plan decisions to make before you turn 40.
Important Documents to Keep with Your Legacy/Estate Plan
Wondering what your loved ones will need to carry out your wishes? Here’s a handy checklist of the information to pull together, and keep together, for when the time comes.
Estate and Legacy Planning Terms to Know
Here’s your ultimate cheat sheet of definitions and terms to help you talk like an insider at your next legacy planning meeting!