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Process for Charities
Step 1:
Undergo training and access our will drafting tech
Step 2:
Invite users to create FREE wills
Step 3:
Receive major gifts and bequests
Process for Users
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Step 1:
Answer a few simple questions
Step 2:
Optional gifts and bequests to your charity
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Step 3:
Download, print and sign will
Experience & Case Studies
Features
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Programmed by experienced legal advisors*
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Covers applicable laws, regulations and relevant procedural requirements*
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Ultimate user experience
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Friendly user interface
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Seamless journey to keep the focus on your cause & maximise donations
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Reliable
Superb
User Interface
Tailored to Match
Your Core Values
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Customisation options to match your values and branding
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Tailored embedded messaging, images and videos to entice donations
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Data Flows to support Donor Stewardship
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Activate flows to capture data to facilitate donor stewardship efforts
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Enable tailored automated messaging to your donors
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Generate post-transaction receipts
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Quick, Customised and Effective
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Smart AI-powered questionnaire using logic trees - creating tailored wills in less than 30 mins
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Addresses various scenarios, user preferences and compliance with relevant laws and procedures
Integrate Within Minutes
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Embed donation form within minutes on your website
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Easily integrate data with your CRM and marketing automation tool
Zapier Integration
Integrate with 6,000+ apps
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Technology:
Automate Creating Wills
Embed our AI powered questionnaire workflows on your charity's website. By answering a few simple questions, a will is instantly generated for your users.
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Marketing:
Donor Engagement
Activate multiple marketing campaigns and channels to engage existing donors and increase the number of donors, donation amounts, and lifetime value of your donor base.
Additional Support for Partner NGOs
Our Team's Impact Since 2021
Experience
Our Team has experience advising development agencies, charities and non-profits on their fundraising and donor engagement efforts across the globe, including challenging environments such as Sudan and Afghanistan.
We empower charities to further their missions and unlock donations through Wills to ultimately contribute to the UN SDGs
Associations
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We care about social impact and our team is part of multiple associations that are proactively creating social impact and contributing to the 17 UN SDGs
