LEGACY DESIGN

YOUR PLUG-N-PLAY PLANNED GIVING SOLUTION

THE GREAT WEALTH TRANSFER

It’s projected that wealth transferred will total $124 trillion by 2048-$105 trillion is expected to flow to heirs, while $18 trillion will go to charity.

The Cerulli Report-U.5. High-Net-Worth and Ultra-High-Net-Worth Markets 2024

76

of Americans don’t have

a will or trust*

TOP 5 REASONS FOR NOT HAVING A WILL OR TRUST

1. "I haven't gotten around to it."

2. "I don't have enough assets to leave to anyone.""

3. " It's too expensive to set up."

4. "I don't know how to get a will or living trust."

5. "I don't have anyone to leave my assets to."

*Caring.com 2025 Wills and Estate Planning Study.

LEGACY DESIGN

REMOVES ALL 5 REASONS

Included in Legacy Design

FRACTIONAL PLANNED GIVING OFFICER

MYLEGACYWILL.COM W/SUPPORT

TWO OR MORE WILL WORKSHOPS

UNLIMITED ONE-ON-ONE SUPPORT

DEVELOPMENT TEAM COACHING

CUSTOM LEGACY FORMS AND DOCUMENTS

CUSTOM BRANDED LEGACY WEBSITE

MONTHLY CONTENT AND MEDIA

"What impressed me most wasn't just the platform, it was the partnership. Giving Design walked alongside us through every step of launching the program. My husband and I even completed our own wills using the platform, so I can confidently tell our listeners how simple and valuable the experience is. Having that level of support has made all the difference.

Kelly CorbettSpirit 92.9, St. Cloud MN

Our Team

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