Our Story
2015
Founded by attorneys with a passion for estate planning and legacy giving
2018
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
2023
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.
2017
Partnered with Duke University’s behavioral science lab to study the product elements proven to encourage will creation and legacy giving
2020-2021
Developed key partnerships with major marketing partnerships nonprofit CRMs to improve integration opportunities
Leadership Team
We are passionate about increasing legacy giving, and offer our partners deep expertise in planned giving, nonprofit fundraising, estate planning, and technology.
