Leave 10 South Sound

06/01/2026

Every year Leave 10 South Sound promotes Make a Will Month in August and National Estate Planning Awareness Week (third week of October). Wills and beneficiary designations become hot topics. Life Legacy has created this terrific blog: "Wills vs. Beneficiary Designations: What nonprofits and donors need to know to make giving and receiving gifts easier".
Understanding the difference is important. https://lifelegacy.io/learn/estate-planning/wills-vs-beneficiary-designations/

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

06/01/2026

Every year, Leave 10 South Sound highlights the importance of planning ahead through Make a Will Month (August) and National Estate Planning Awareness Week (third week of October)—when wills and beneficiary designations take center stage.

But do you know the difference between the two?

Life Legacy breaks it down in their helpful blog: “Wills vs. Beneficiary Designations: What nonprofits and donors need to know to make giving and receiving gifts easier.” Understanding how each works can make a big difference in ensuring your intentions are honored and your impact is felt.

Take a moment to learn more: https://lifelegacy.io/learn/estate-planning/wills-vs-beneficiary-designations/

When it comes to helping supporters plan future gifts, one of the most common sources of confusion is deciding which assets should be included in a will and which should be distributed via beneficiary designations. I wrote about this a couple of years ago, but recent conversations with individuals h...

05/15/2026

Leave 10 South Sound is committed to sharing helpful estate planning and planned giving tools and resources with nonprofit organizations, professional advisors, and individuals.

We recently came across this Estate Planning Guidebook for Professional Advisors, developed by SEI. This workbook is designed to help advisors explore possibilities with clients, uncover their true intentions, solidify goals, and build estate plans that support both their families and their communities.

📘 Access the guidebook here:https://www.seic.com/sites/default/files/2025-11/Estate%20Planning%20Guidebook%20for%20Advisors.pdf

05/13/2026

This guide has brought success to so many nonprofits, including many Leave 10 South Sound Champions. Leave 10 SS proudly endorses FreeWill and promotes Make-A-Will Month (MAWM).

Nonprofits—now is the time to take advantage of these terrific resources and prepare to see legacy commitments come your way! These free tools give you everything you need to run a successful campaign.

https://www.nonprofits.freewill.com/resources/writing-templates/make-a-will-month-toolkit?utm_campaign=42139945-2026%20Make-A-Will-Month%20Guide&utm_source=linkedin&utm_medium=social&utm_term=2026%20Make-A-Will-Month%20Guide&utm_content=2026%20Make-A-Will-Month%20Guide

Drive more gift commitments this August by downloading FreeWill's Make-A-Will Month Success guide.

05/12/2026

Many financial advisors have a unique opportunity to assist their clients in crafting meaningful charitable plans that resonate deeply with their values. While conversations around philanthropy can bring emotional satisfaction and financial benefits, advisors may approach these topics thoughtfully, looking for ways to feel fully equipped for these discussions. By using targeted questions and strategies, such as the ones included in the examples presented in this blog, advisors can help clients uncover their charitable intentions and create meaningful, tax-smart giving strategies that align with their priorities. Not only do these conversations add meaningful emotional and financial rewards for clients, but they can also strengthen client relationships and open new business opportunities through strategic philanthropic advising.

Leave 10 South Sound values and celebrates financial advisors who integrate philanthropic advising in their practice. It is a win for all, including our community.

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

05/05/2026

Many smaller nonprofits don't think they have the capacity or skill set to launch a planned giving program. Stelter has shared some simple and sustainable strategies that any small nonprofit can use. Many of our local Leave 10 Nonprofit Champions have employed these strategies and have seen great results.

Planned giving may sound out of reach for small nonprofits, but it doesn’t have to be. With limited time, budget, and staff, you can still launch a successful planned giving program that builds donor trust and long-term sustainability. Discover five simple, practical strategies that will help your...

04/21/2026

Did you know that Dr. Russell James is a Leave 10 South Sound Champion—and that the feeling is mutual? 🙌

Today, we’re excited to share new research from Dr. James on what truly drives large estate gifts. If you’re passionate about inspiring meaningful giving and strengthening support for nonprofits in our South Sound communities, this is a must-read.

There are powerful insights here for anyone looking to better understand the motivations behind legacy giving—and how small actions can lead to a big impact.

Read the full article: https://www.linkedin.com/pulse/new-research-what-drives-big-estate-gifts-its-smaller-russell-fxmkc/

Most nonprofits treat legacy donors as if they are all the same. That is a mistake.

04/15/2026

Meaningful giving starts with meaningful conversations. 💬

Financial advisors have a unique opportunity to help clients shape charitable plans that truly reflect their values. By approaching philanthropy with intention—and using thoughtful questions and strategies—advisors can uncover what matters most and guide clients toward impactful, tax-smart giving.

These conversations don’t just benefit clients—they deepen relationships, create lasting impact, and open the door to new opportunities through strategic philanthropic advising.

Leave 10 South Sound values and celebrates advisors who bring philanthropy into their practice—it’s a win for clients, advisors, and our entire community.

Read more: https://www.kitces.com/blog/charitable-giving-advisor-client-conversations-charity-sample-script-questions-financial-plan/?utm_campaign=ShareBar&utm_source=email&utm_medium=Social

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

10/24/2025

📅 It’s National Estate Planning Awareness Week!

There’s no better time to start—or update—your estate plan. Taking small steps today can make a big difference for the people and causes you care about tomorrow.

Check out this helpful article outlining 10 straightforward steps to get started with estate planning:
👉 https://www.msn.com/en-us/money/realestate/10-straightforward-steps-to-start-estate-planning/ss-AA1rBVY8

💙 Your legacy matters.
🌲 Your values can live on.
📘 Your story continues to give.

10/15/2025

⏳ Still haven’t registered? There’s time!

Securing Your Wishes: Where There’s a Will, There’s a Way

A FREE NEPAW webinar to help you (and those you support) take the mystery out of estate planning.

📅 Oct. 23 | 🕦 11:30 AM–1:00 PM PT | 💻 Zoom

Why attend? You’ll learn:
🌟 Why estate planning is for everyone, not just the wealthy
🌟 How to protect your family & make your values part of your plan
🌟 Simple steps for creating or updating a will
🌟 How to dispel myths & start the conversation with others

👩‍⚖️ Speaker: Brianne Kampbell, JD – Kampbell Legal Planning, PLLC
🎙️ Moderator: Rick Oldenburg, CAP®

🔗 Reserve your spot today: https://ami.jotform.com/252675035372963