Overall, 33% of U.S. adults have a will, according to Caring.com’s 2021 wills and estate planning survey. Meanwhile, 27.5% of Black Americans have one, up from 25.9% in 2020. According to legalzoom.com Estate Planning Statistics, “the COVID-19 pandemic has increased the number of people who have created a will or estate plan, but most Americans still remain without.” Some might consider this a state of emergency, but for those in fundraising and planning professions, it is an opportunity.
Learn from Patrick Schmitt of FreeWill on how your nonprofit can lean into this month's theme and utilize FreeWill's platform to bring in more legacy commitments that support your mission. Patrick also shares stats about millennial wealth, forecast on planned gifts and the rise in crypto giving. Get some great talking points in this episode!
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/