top of page
Inkedgradient.jpg

Process for Charities

Picture11.png
Cover.png
Cover.png
Black Yellow Smile Icon Logo (1).gif
Cover.png

Step 1:
Undergo training and access our will drafting tech

Black Yellow Smile Icon Logo (3).gif

Step 2:
Invite users to create FREE wills

Black Yellow Smile Icon Logo (2).gif

Step 3:
Receive major gifts and bequests 

Loading-pana (1).png

Process for Users

Workflow Screenshot.png
Picture11.png
Cover.png
Cover.png
Cover.png
Black Yellow Smile Icon Logo (5).gif
Black Yellow Smile Icon Logo (6).gif

Step 1:
Answer a few simple questions

Step 2:
Optional gifts and bequests to your charity

Black Yellow Smile Icon Logo (7).gif

Step 3:
Download, print and sign will

Land Structuring, Planned Giving.png
Office Legacy Gift.png
Residential RE Legacy Gift.png

Experience & Case Studies

Picture11.png
Legacy giving.gif
Legacy giving major giving bequests NGO fundraising legacy gifts donate.gif
Picture11.png

Features

Cover.png
Cover.png
  • Programmed by experienced  legal advisors*

  • Covers applicable laws, regulations and relevant procedural requirements*

  • Ultimate user experience

  • Friendly user interface

  • Seamless journey to keep the focus on your cause & maximise donations

Black Yellow Smile Icon Logo (31).gif
Black Yellow Smile Icon Logo (5).gif

Reliable

Superb
User Interface

bequests.gif
NGO fundraising.gif
Cover.png
Cover.png

Tailored to Match 
Your Core Values 

Black Yellow Smile Icon Logo (6).gif
  • Customisation options to match your values and branding

  • Tailored embedded messaging, images and videos to entice donations

Black Yellow Smile Icon Logo (30).gif

Data Flows to support Donor Stewardship 

  • Activate flows to capture data to facilitate donor stewardship efforts

  • Enable tailored automated messaging to your donors

  • Generate post-transaction receipts

Major Giving.gif
legacy gifts donate.gif
Cover.png
Black Yellow Smile Icon Logo (3).gif

Quick, Customised and Effective

  • Smart AI-powered questionnaire using logic trees - creating tailored wills in less than 30 mins

  • Addresses various scenarios, user preferences and compliance with relevant laws and procedures

Cover.png

Integrate Within Minutes

Black Yellow Smile Icon Logo (9).gif
  • Embed donation form within minutes on your website

  • Easily integrate data with your CRM and marketing automation tool 

Picture11.png

Zapier Integration