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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
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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 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


















