Charitable Organizations
By partnering with Blue Will, nonprofit charitable organizations can cultivate their planned giving programs by offering free estate plans to their supporters.
Over the next three decades, American retirees expect to transfer more than $36 trillion in wealth to beneficiaries. However, only one in three U.S. adults has created a will, thereby foregoing potential charitable gifts.
Why partner with Blue Will?
Most attorneys do not adequately advise clients with regard to charitable giving. Among those who have the conversation, often the advice is to designate the charity in what is called a “disaster clause,” which will likely never be effectuated.
Of those who have created an estate plan, many have not executed their documents to give them effect, and many more have not properly coordinated their titling and beneficiary designations, thereby excluding those assets from inclusion in their will or trust’s charitable provisions.
So how does it work?
Blue Will assists nonprofit charitable organizations in casting their nets in such a way so as to bring forth an abundance of planned gifts while also providing a free, meaningful resource to their supporters. We accompany individuals and families in the estate planning / planned giving process from start to finish.
How it works for your organization
Subscribe to Blue Will.
Once subscribed, your community will be given a unique code.
Add a link to your organization’s website.
Invite your community to complete their free estate plan.
Receive quarterly reports of estate gift commitments!
How it works for your community members
Click the link shared by your organization.
Select your type of plan.
Enjoy completing the questionnaire to design your plan.
Checkout, entering your organization’s unique code.
Be added to your local legacy society, if desired!
Individuals
Anyone can access Blue Will and complete their estate plan at a deliberately inexpensive rate. Our mission is for everyone to complete their estate plan.
Subscriptions
Small Charitable Organizations
Nonprofits can subscribe to Blue Will and offer free estate planning as part of their planned giving strategy to all of their constituents. Subscriptions begin at $100 a month.
Large Charitable Organizations
Large nonprofits interested in promoting planned giving can contact Blue Will for a favorable negotiated rate.