Description

Only 33% of U.S. adults have a will—an enormous challenge and opportunity for nonprofits.

In this episode, Patrick Schmitt⁠ of ⁠FreeWill shares powerful estate planning data, generational trends, and fundraising insights. Learn how your organization can use Make a Will Month to spark legacy conversations, unlock long-term commitments, and steward younger generations of donors.

✨ Inside this episode:

• Key estate planning statistics every fundraiser should know
• How nonprofits can leverage Make a Will Month
• The rise of millennial wealth and what it means for legacy giving
• Crypto giving trends and how to prepare for the future

🎧 If your organization wants more planned gifts, this episode is a goldmine of talking points.

Key Topics/Themes: Planned giving, estate planning, generational giving, crypto philanthropy, legacy commitments

This episode's co-hosts are Ali Schneider, Animal Humane Society and Kristi Ackley, Fair Winds Consulting. To learn more about FreeWill, visit their website: https://www.freewill.com/