Author: Alison Hay
August is National Make-A-Will Month, which makes it the perfect time to encourage donors and prospects to create or update their will, whether or not they include a gift to your organization. This is an opportunity to provide timely, helpful resources and reinforce the peace of mind that comes from being prepared.
Why This Matters
A will is more than just a legal document, it’s a plan for the future. It ensures your wishes are honored, your loved ones are cared for, and important decisions aren’t left to others. Many people delay writing a will because they think it’s complicated, expensive, or only for those with significant assets. You can help dispel those myths by providing accessible, trustworthy information and tools.
What to Share
When speaking with supporters, consider offering resources such as:
- Common planning documents they may wish to explore:
- Will or Living Trust (to start fresh)
- Codicil (to update an existing plan)
- Durable Power of Attorney
- Advance Healthcare Directive
- Beneficiary Designation forms
- Charitable giving tools (Qualified Charitable Distributions, Donor-Advised Funds, stock gifts)
- Reputable, secure will-writing tools or referrals to trusted estate planning professionals.
- Information on flexibility: many modern planning tools allow easy updates at any time.
- Privacy assurances: plans and documents remain confidential unless they choose to share.
- Cost transparency: some options are free or low-cost.
Your Role as a Fundraiser
As a frontline fundraiser, you can:
- Raise awareness about the importance of completing this essential life task.
- Position will-writing as an act of care for loved ones.
- Spark deeper legacy giving conversations, when and if it feels right for the donor.
Remember, the goal isn’t to pressure anyone into making a gift, it’s to help supporters take an important step toward peace of mind.
Conversation Starters
Here are some natural, low-pressure prompts you can adapt for your own style:
Light & Informative
“August is Make-A-Will Month, have you thought about creating or updating your will? I can point you to a resource that makes it quick and straightforward.”
Peace of Mind Focus
“It’s Make-A-Will Month, and many people tell us how relieved they felt once their plans were in place. It’s easier than most expect, and a big weight off your mind.”
Highlighting Personal Benefit
“Having a will ensures your wishes are known, your loved ones are cared for, and difficult decisions aren’t left to others. This month is the perfect time to get it done.”
Low-Pressure Legacy Gift Mention (when appropriate)
“Some people choose to include a gift to the organization in their plans, but there’s no obligation. The main goal is making sure your plan reflects what matters most to you.”
Year-Round Talking Points
Even outside of August, these phrases can help you keep the conversation approachable and relevant:
- “Most of us mean to write a will, but it’s easy to put off.”
- “Wills aren’t only for people with complex finances.”
- “A will is one of the best ways to take care of the people you love.”
- “Planning ahead is a gift to your family that provides clarity and comfort.”
- “Making a will is about peace of mind, for you and the people who matter most.”
Bottom line: Make-A-Will Month is a timely reminder for your supporters to take action, whether that means starting from scratch, making updates, or reviewing their existing plans. By offering support and trusted resources, you position yourself and your organization as a caring partner in one of life’s most important acts of preparation.
