Leave a Legacy: How Estate Planning Can Benefit Retirement Associations

2024 1 min read

Retirement associations are more than just communities; they are lifelines for their members. But did you know they can also become part of their members’ legacies? By offering estate planning tools, associations can subtly position themselves as potential beneficiaries in members’ wills, all while providing a valuable service that strengthens bonds with their members and their families.

Why Becoming a Beneficiary Matters

  • Sustained Impact: Members often want to leave a meaningful legacy, and including their trusted association in their estate plans is a natural step.
  • Increased Engagement: Members who see their association as part of their legacy are more likely to remain engaged and active.
  • Expanded Influence: By building deeper relationships with families, associations can create lasting impressions across generations.

Soft, Supportive Methods

Inheritus.com’s estate planning software allows members to populate their estates, optionally including associations as beneficiaries without pressure or hard selling. This approach:

  • Provides tools for members to organize their assets.
  • Encourages goodwill by showing the association’s care for its members’ legacies.
  • Strengthens the community bond through meaningful engagement.

Affordable and Easy to Deploy

Inheritus delivers these benefits for just cents per month per member. Our platform is ready for same-day deployment with optional change management support to ensure success.

Secure Your Role in Members’ Legacies

Position your association as part of your members’ future. Contact Inheritus.com to learn more about our Estate Planning Solutions for Retirement Associations and build a lasting legacy for your organization.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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