Harnessing Inclusion, Diversity, Equity, and Accessibility in your Planned Giving Outreach

This eBook was created within an inclusion, diversity, equity, and accessibility (IDEA) framework to help nonprofit leaders understand the importance of diversity in their planned giving outreach.

Whether your nonprofit has a robust planned giving program or your team is just starting to think about legacy giving, FreeWill is here to support you with best practices sourced with additional guidance from our mission-aligned nonprofit partners.

What’s inside the eBook:

• A review of common estate planning barriers within various marginalized communities and considerations for how to overcome these barriers in your planned giving outreach
• Practical steps for promoting planned giving more inclusively at your nonprofit
• Resources to help with your IDEA-informed planned giving outreach strategy