Digital Wills Downloads

Free Digital Wills Toolkit

This kit can help you make that little nudge as compelling as possible. It includes our key tips for identifying the right segment of your audience, script/messaging to cover off Professional Advisor and Partner communication, as well as templates for an EDM series.

Running an online gifts in wills campaign doesn’t have to be complicated or time consuming. This simple initiative could end up attracting hundreds of thousands of dollars in pledged gifts.

Even millions.