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Tag: family legacy planning

Photo of two African American women and a young girl (mother, daughter and granddaughter) outside on a sunny day. The woman on the far right is in her late 20s-early 30s and has curly hair styled like a larger afro. She is wearing a yellow long sleeve blouse and is smiling at her mother. The older woman has short straight grey hair and is wearing a white blouse with floral lace on the sleeves and upper neckline. She is carrying the smiling young girl on her back who is wearing a white polka dot dress and slicked back ponytail. Text to the left of the photo says "Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report."

Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report

August 13, 2025August 13, 2025 Lynn M. Gaumer, J.D., CAP®Leave a comment

It’s National Make-a-Will Month—perfect timing to unpack the 2025 Trust & Will Estate Planning Report. Learn what’s driving legacy gifts, what’s holding donors back, and how your nonprofit can turn insights into impact. Continue reading Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report →

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PO Box 42130
Urbandale, IA 50323
800-331-6881
stella@stelter.com
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