Como líder, usted quiere lo mejor para su gente y su organización.

When your organization hosts a LegacyWise workshop, your members draft their own estate documents (trusts, wills, and powers of attorney) with hands-on guidance. There is no cost for your organization to access LegacyWise tools. Unlike other organizations that charge sponsors, LegacyWise shares 20% of all document fees with your organization as a ministry fundraiser and thank you.

LegacyWise empowers your missions by helping your members become wise stewards of their resources. Additionally, sponsoring organizations typically receive a significant share of deferred charitable gifts documented through our LegacyWise system, gifts that would not be made without executed estate documents.

In 2024 alone, churches / organizations partnering with LegacyWise saw average donations per document set created with LegacyWise tools equaling $28,780 in planned giving and $1,130,516 in contingent gifts. These significant contributions would not have occurred without the facilitation and guidance provided by LegacyWise. Our tools and workshops enable individuals to incorporate charitable giving into their estate plans, supporting their communities and furthering God’s work.

LegacyWise boasts user completion rates that are double the market average. Group workshops produce over 80% completion rate, while one-on-one workshops achieve a staggering 99% completion rate. This high success rate underscores the effectiveness of LegacyWise’s supportive approach in ensuring users complete their estate documents.

LegacyWise empowers individuals and organizations through comprehensive estate planning and charitable giving. By offering workshops that are accessible, affordable, and user-friendly, LegacyWise ensures that everyone can create meaningful estate documents. Whether you are looking to care for your family, support your church, or offer a compassionate employee benefit, consider LegacyWise and the service we provide.

CONTÁCTANOS

Contact Us

PREGUNTAS MAS FRECUENTES

APRENDER