Founded by attorneys with a passion for estate planning and legacy giving
Enhanced online will builder, alongside some of the world’s top experts and practitioners, to be specifically customized for the specific needs of planned giving programs at nonprofit organizations
Today we support hundreds of US nonprofit organizations across every sector, from higher education to healthcare to community-based to faith-based to environmental causes and charities.
Partnered with Duke University’s behavioral science lab to study the product elements proven to encourage will creation and legacy giving
Developed key partnerships with major marketing partnerships nonprofit CRMs to improve integration opportunities
We are passionate about increasing legacy giving, and offer our partners deep expertise in planned giving, nonprofit fundraising, estate planning, and technology.