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  • What type of marketing support do you provide partners?
    Giving Docs works closely with our partners to provide them any marketing copy that they need to promote Giving Docs. During our onboarding process, we work to assess what materials are needed and then create copy that reflects the organization's voice and values. We continue to refine and generate new copy for the length of our partnership.
  • I’m a part of a small organization, will Giving Docs work?
    We believe online estate planning tools are most effective when an organization has a strong planned giving program in place and a wide donor pool to market to. We have seen the most success at a marketing list size of 10K or more.
  • What is the cost of your product?
    Our pricing is based on the size of an organization’s planned giving marketing list. This price includes our entire suite of planned giving tools and can be marketed in a multitude of ways throughout the year.
  • Will you be able to help if I need assistance relaunching or launching my planned giving program?
    Absolutely- our experienced team is here to help you wherever we can, and to provide you with recommendations on additional services and consultants who might be able to bolster or relaunch your planned giving program.
  • How do you compare to other companies offering online will builders?
    We believe we offer the best-in-class solution for planned giving teams. Here’s why: We are custom built for and alongside planned giving leaders, and are uniquely designed to encourage legacy giving within the estate planning process. Giving Docs cannot be accessed by individuals without an invitation from a nonprofit organization they already support. This leads to higher rates of estate planning and planned giving than organizations will find with consumer-facing online will builders. Our pricing is all-inclusive; we do not charge separately for will building, estate planning, or gift planning tools. We also commit to no annual price increases, and often provide the most competitive pricepoint for most organizations. We commit to the highest standards of privacy and security, and we also pledge to never, ever sell or rent any donor data. We pride ourselves on the myriad partnerships and integrations we have with our planned giving marketing and nonprofit technology vendors- our job is to make it easier for our customers to work with any and all consultants or companies they choose to support them alongside Giving Docs.
  • Where are the wills created by Giving Docs valid?
    Our Wills are legally valid in all 50 states and the District of Columbia.
  • Where are your Revocable Living Trusts Valid?
    Currently our Revocable Living Trust is only valid in California.
  • Is data on Giving Docs private and secure?
    Yes, Giving Docs takes privacy and security very seriously. To read more, please visit our Privacy Policy and Security Policy.
  • Is this structured as a license?
    Yes Giving Docs is purchased for an annual renewable subscription license, which empowers customers to use Giving Docs as much as possible each year with no restrictions.
  • What is the process of getting a document notarized?
    It is a three-part process, performed by a Notary Public, that includes of vetting, certifying and record-keeping. This process is explained below by the National Notary Association: The Notary’s screening of the signer for identity, volition and awareness is the first part of a notarization. The second part is entering key details of the notarization in the Notary’s “journal of notarial acts.” Keeping such a chronological journal is a widely endorsed best practice, if not a requirement of law. Some states even require document signers to leave a signature and a thumbprint in the Notary’s journal. The third part is completing a “notarial certificate” that states exactly what facts are being certified by the Notary in the notarization. Affixation of the Notary’s signature and seal of office on the certificate climaxes the notarization. The seal is the universally recognized symbol of the Notary office. Its presence gives a notarized document considerable weight in legal matters and renders it genuine on its face (i.e., prima facie evidence) in a court of law.
  • What assets do I have the ability to allocate in my will using Giving Docs?
    Your assets include the following: Property, such as real estate, land, and buildings Cash, including money in checking accounts, savings accounts, and money market accounts Intangible personal property, such as stocks, bonds, and other forms of business ownership, as well as intellectual property, royalties, patents, and copyrights, etc. Valuable objects like cars, artwork, jewelry, and furniture, etc. You may also include your “residuary estate” in a Will, which refers to any assets that are not specifically left to anyone. You can designate a “residuary beneficiary” who will inherit the remaining assets that are not left to other named beneficiaries.
  • What assets can I NOT include in my will using Giving Docs?
    You can NOT include the following in your will: Any property that is held in joint tenancy (owned equally by two parties), such as a house that you own equally with your spouse. In many states the property will automatically transfer to the surviving owner. Any Trusts, retirement plans, or insurance policies that clearly state a beneficiary Stocks or bonds that are set to transfer to another party upon death (property for which a beneficiary has already been named)
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