National Estate Planning Awareness Month

National Estate Planning Awareness Month

Article posted in General on 27 September 2016| comments
audience: National Publication | last updated: 29 September 2016
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October is the 8th Anniversary of National Estate Planning Awareness Week/Month (October 17-23)

Help make a difference while you increase your business.

Please join the Planned Giving Design Center and our strategic partner The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership based organizations, technology companies, government agencies, and the news media in celebrating, supporting and participating the Improving Financial Awareness & Financial Literacy Movement with its concentrated personal finance content media blitz built around the strategic venues of:

  • 8th anniversary of National Estate Planning Awareness Month/Week (October 17-23)
  • 13th anniversary of National Financial Literacy Month (NFLM-April) next April

The goals are to encourage you to actively support and join in the movement to alert, educate, motivate, and assist the general public to cost effectively establish and keep their estate and financial plans and gifting plans current. This is such a great opportunity to "do good” for the general public, generate new revenue opportunities for you, and help produce needed gifts and bequests for nonprofits.

Here are some fun and easy ways to participate:

1. Placing financial and estate planning editorial content in your website, newsletters, social media groups, local newspapers, and radio/television/web-based shows, in support of National Estate Planning Awareness Week/Month (October 17-23) six months later during April for National Financial Literacy Month

2. Add this icon to your website with a link to http://home.thefinancialawarenessfoundation.org/campaigns.html

Here’s a link to download the graphic: http://www.thefinancialawarenessfoundation.org/pdf/IFAFL-PGDC-graphic.jpg

3. Encouraging your company and associates to host or take part in a ‘general public’ or a ‘professional’ webinar or community-wide workshop built around estate and financial planning during the months of April and October.

4. Circulating this communication and financial awareness campaign materials to your colleagues and associates, and other parties as you see appropriate and encourage them to support and participate in these important events. Click here to download the Improving Financial Awareness & Financial Literacy Movement & Programs Overview and Planner.

[Please add this hyperlink http://www.thefinancialawarenessfoundation.org/pdf/TFAF-ImprovingFinancialAwarenessCampaign&ProgramPlanner.pdf]

To see what your colleagues and associates did last year please see our latest Improving Financial Awareness & Financial Literacy Report & Magazine™: http://www.thefinancialawarenessfoundation.org/pdf/TFAF-SpringCampaignReport&Magazine.pdf

The Distinguished 2016 Improving Financial Awareness & Financial Literacy Movement Honorary Co-Chairs are:

Representing Academia, Patricia D. White, JD, Dean of the University of Miami School of Law. Her legal career spans four decades as an attorney and an educator. Dean White is transformative and a visionary; and the National Jurist Magazine named her as one of the most influential people in legal education in 2015, 2014, and in 2013.

Representing Nonprofits, Andrew Watt, FlnstF, Past President & CEO, of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes. He has been invited to speak in many countries about fundraising and philanthropy, working to bring charities and governments together to maximize the impact of philanthropy and help engage citizens with their communities and their world.

Representing News Media, Susan R. Lipp, Editor in Chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals, and a member of the Penton Wealth Management team. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.

They are strong supporters and advocates for improving financial awareness and financial literacy and provide leadership and support for bringing the essential principles of smart personal financial management to the public and in attracting others to join in and participate in this very important strategic financial awareness movement.

Please join us and the leading financial and nonprofit associations, companies, and their professionals; nonprofits, educational institutions, larger employers, membership based organizations, technology companies, government agencies, and the news media on this important initiative. Together we have the potential to help solve a major social challenge by advancing and contributing to one of the most amazing, broad-based, multifaceted movement for improving financial awareness and financial literacy.

On behalf of the PGDC, The Financial Awareness Foundation and the various participating organizations and professionals THANK YOU for your efforts and for assisting us in having a positive ongoing impact on improving financial awareness and financial literacy.

Click here to download the spring issue of The Improving Financial Awareness & Financial Literacy Movement Report & Magazine™

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