Life transitions and generational value shifts are changing how people understand legacy. Beyond legal documents, families seek voice, meaning and continuity. This perspective explores how legacy expectations are evolving and why clarity across time is increasingly important.
Charities seek to build lasting relationships with supporters, and bequests are a vital part of that. This guide shows how providing donors with neutral, secure legacy planning tools strengthens these bonds. Rather than directly soliciting a gift, charities can empower supporters to get their affairs in order—a service they genuinely value. Within that process, donors can easily document their charitable intentions, leave explanatory messages for their family, and ensure their bequest wishes are clear. This approach is donor-centric, builds deep trust and loyalty, and ultimately supports more intentional, conflict-free philanthropic legacies that honour the donor’s values.
We provide law firms with tools to transform estate planning—capturing not just assets, but also advance directives and personal legacies. Elevate your service and simplify intake.
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