Tuesday, October 20, 2020


11:30 AM - 1:00 PM


Virtual Program

Online Estate Planning & The Upside for Planned Giving in a Pandemic and Beyond

Can increased awareness of mortality effect positive change in behavior and feelings towards estate planning and legacy giving? How can you help your donors put those positive feelings into action during a pandemic (and beyond)?

This session will review data and studies that show how thoughts of death can change human behavior in a number of ways. We will also incorporate a discussion of online estate planning, and the new Uniform Electronic Wills Act, as we examine some of the new information your donors will need from you in a post-pandemic world.

CFREThis program has been approved for 1.5 CFRE credits.



Handout Part 1

Handout Part 2


Brantley BoyettModerator: Brantley Boyett, CEO, Giving Docs
Moderator Bio: Brantley is the founder and CEO of Giving Docs. He is a former (recovering) attorney, having practiced for over a decade before founding Giving Docs in 2015. He also currently teaches Law and Entrepreneurship at Duke University School of Law. Under his leadership, Giving Docs has partnered with Dan Ariely’s behavioral science lab, the Center for Advanced Hindsight at Duke University, which seeks to use behavioral science to make the world happier, healthier, and wealthier. Brantley received his JD and BFA in Economics at the University of Texas in Austin, and now lives in Durham, North Carolina. His passions outside of work include music festivals, Korean film, snowboarding, and tacos.