Perspectives

In 2008, the House of Representatives approved the third week of October as Estate Planning Awareness Week. The decision was made in an effort to encourage financial literacy and adequate estate planning in the United States. As the National Association of Charitable Gift Planners, we recognize the impact our community has on the estate planning process. By navigating complex processes, providing necessary information and encouraging thorough planning, we are able to support our clients to make the best decisions to impact not only their beneficiaries but the organizations and charities that mean the most to them. 

Participate in Estate Planning Awareness Week with CGP: 

• Raise awareness and strengthen your skills with a special webinar presented by the Diversity, Equity and Inclusion Committee.

  Join Terrence Quinn, Pedro Rivera and Dien Yuen for “What Your Organization Should Know About Charitable Bequests and Communities of Color,” on October 19 at 1 p.m. EST. 

  View Webinar

• Read about estate planning and notifying charities in “Are We in Your Will? Please Tell Us! A Gift Planner’s Case for Notifying Charities Included in Your Estate Plan,” written by Stacey L. McKinley, Esq. 

  Continue Reading

• Raise awareness with your own community. Share what Estate Planning Awareness means to you on your social feed and use this image. Be sure to tag CGP for your chance to be shared. 

However you choose to participate, we appreciate all of the efforts our community has made to support Estate Planning and the charitable giving process.