I recently helped my mom update her estate plans and discovered three significant problems: 1) One of the non-profits is no longer in business, 2) Several organizations have new leadership and may drift away from their original mission that first attracted my mom, and 3) Over the past 15 years, my mom has begun supporting new ministries that were not reflected in her estate plans. Organizations and donors’ giving interests tend to change over time. How can donors keep their estate plans in sync with their giving desires?
