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Process for Charities

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Step 1:
Add our smart Wills portal on your website

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Step 2:
Invite users to create FREE wills

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Step 3:
Receive major gifts and bequests 

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Process for Users

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Step 1:
Answer a few simple questions

Step 2:
Optional gifts and bequests to charities 

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Step 3:
Download, print and sign will

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Features

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  • 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

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Reliable

Superb
User Interface

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Tailored to Match 
Your Core Values 

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  • Customisation options to match your values and branding

  • Tailored embedded messaging, images and videos to entice donations

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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

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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

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Integrate Within Minutes

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  • Embed donation form within minutes on your website

  • Easily integrate data with your CRM and marketing automation tool 

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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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Management:
Major Donor Stewardship  

Donor stewardship & legacy giving office (outsourced or set up in-house) to guide donors on creating wills, encouraging legacy gifts, and cultivatng donors to increase contributions during their lifetime.
 

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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.

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Additional Support

Process

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.

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We empower charities to further their missions and unlock donations through Wills to ultimately contribute to the UN SDGs

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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 

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Security

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User data and accounts will always be safe and secure 

Users' data is safely hosted and stored within Amazon's secure data centres and utilises additional Amazon Web Services technologies. Amazon's data centre operations have been accredited under ISO 27001, Privacy Shield and many more.

User account data is encrypted according to PCI standards.

FAQ

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What is a Will?

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Wahid A. Kamalian
Solutions Architect

A will is a legal document specifying how your affairs would be managed upon your death, including instructions on how your children and loved ones will be taken care of, distribution of your assets, funeral arrangements, charitable gifts and more.

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What is Legacy Giving?

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Hemangi Sarma
User Experience and

Product Manager

Legacy giving, also known as planned giving, is giving a gift to a charity in your last will and testament. The gift can be a cash amount, a vehicle, a property, or a percentage of your estate.

Fun fact: Average legacy gift to charities is $78,000

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How do we integrate this technology on our website?

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Didd Tuni
Chief Technology
Officer (CTO)

We simply generate an HTML link for you that can be embedded on the charity's website using iFrames

iFrames in simple English is a window in a window

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Reach out to us for partnerships, or simply to learn about our solutions. We will be delighted to answer your questions

CONTACT US

Thanks for your message! 📧 Our team will get back to you as soon as possible ↩️💙

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Contact
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71-75 Shelton Street,

Covent Garden, London,

United Kingdom, WC2H 9JQ

Amaly Asset Management LLC

30 N Gould Street, Sheridan, Wyoming, USA, WY 82801

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