Introducing the Trust & Will Nonprofit Platform: Elevating Your Planned Giving Strategy

At Trust & Will, we believe in empowering mission-driven organizations to transform that potential into strategic advantage. That’s why we’re thrilled to introduce the Trust & Will Nonprofit Platform, powered by EstateOS—designed to help nonprofits uncover hidden bequests, acquire and activate donors, and steward every gift with care.

Why Trust & Will for Nonprofits

Many nonprofits simply don’t know when donors have included them in estate plans—or how to nurture those real intentions. Our new platform bridges that gap with real‑time visibility into donor intent, legacy gifts, and stewardship opportunities.Traditional tools are slow, opaque, and transactional. We’re offering something smarter and more connected.

With the Nonprofit Platform, you’ll be equipped to turn planned giving into a proactive and mission‑driven fundraising strategy.

👉 Claim your organization and explore the platform that powers purposeful giving.

Key Features

• Uncover Hidden Gifts & Donors
  Access real‑time insight into bequests, donor intent, and legacy activity—straight from Trust & Will’s growing estate planning community.

• Acquire New Donors
  Connect with new supporters by leveraging Trust & Will’s national brand recognition and nonprofit featureship, opening doors to individuals who may be inspired to champion your mission.

• Turn Intent Into Action
  Invite supporters to include your organization during estate planning. Utilize smart prompts and plan updates to move interest into meaningful commitments.

• Steward with Confidence
  Receive alerts about donor life events, donor passings, and plan health—so you can follow up thoughtfully and build lasting relationships.

Plans That Grow with You

Choose the plan that matches your stage of engagement with planned giving:

• Essentials Plan
  Always free. Get started with core tools to build your planned giving program. Access basic donor data, marketing templates, bequest email notifications, and limited AI assistance—all at no cost, ever.

• Premium Plan
  $49/month (paid annually). Unlock deeper donor insights with additional data, CSV downloads, campaign tracking, and full AI assistant support. Plus, gain access to upcoming features like anonymous donor nudges, multi-user accounts, and life-event tracking.

• Enterprise Plan
  Starting at $5,000 annually. Designed for scale, with everything in Essentials and Premium plus free estate plans for your donor base, co-branded landing pages, a dedicated account manager, and advanced tools like CRM integration, analytics dashboards, and donor insights. The complete solution for maximizing legacy giving.

👉 Claim your organization and explore the platform that powers purposeful giving.

Powered by EstateOS

EstateOS, our intelligent planning platform, is the engine behind this powerful experience. It enables real-time insights, connected tools, and scalable support for nonprofits and donors alike. EstateOS turns planned giving into a strategic advantage, helping you uncover hidden bequests, activate more donors, and steward every gift with care.

Trust That’s Already Building Legacies

With over 1M+ members and 20,000 nonprofits already named in estate plans, Trust & Will is a trusted partner in planned giving—from individuals, families, advisors, and institutional partners.

We bring the strength of an intuitive, secure platform; proven legal and member support; and a growing digital ecosystem of legacy-minded individuals.

What This Means for Your Nonprofit

• See the impact of planned giving before it happens.

• Engage donors in meaningful ways with smart tools and compassionate follow-up.

• Streamline your stewardship with alerts, dashboards, and actionable insights.

• Start simply—scale strategically. Many organizations will find the Essentials Plan enough to launch or enhance their giving pipeline. The Enterprise Plan is built for those ready to deepen engagement and grow legacy impact.

Get Started Today

The Trust & Will Nonprofit Platform is live—and it’s built to help your organization turn hidden donor intentions into future legacy gifts.

👉 Claim your organization and explore the platform that powers purposeful giving.

Transform planned giving from an afterthought into your organization’s next strategic advantage—powered by insight, designed for mission.

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.