Partnering With Estate Planning Platforms: What Nonprofits Need to Know

Legacy giving is often seen as a long-term goal, but the right partnerships can make it a scalable growth engine today. As more donors look for ways to give meaningfully, estate planning is emerging as a powerful opportunity for mission-driven collaboration.

Here’s what nonprofits need to know about partnering with estate planning platforms to expand impact and inspire long-term giving.

1. Estate Planning Is a Moment of Generosity

Estate planning isn’t just a legal process. For many donors, it’s an emotional decision rooted in values and purpose. These moments are often when they are most open to aligning their legacy with causes they care about.

• Estate plans reflect the people, places, and missions that matter most.

• By showing up at this moment, nonprofits become part of a donor’s larger life story.

2. Partnerships Create Easy, Accessible Paths to Give

Most donors don’t give through their estate because the process feels complicated or unclear. Partnering with a modern estate-planning platform removes barriers.

• Embedded tools can guide donors through making a bequest in minutes.

• Personalized experiences can align giving options with a donor’s goals.

3. You Don’t Need to Be the Expert

Nonprofit teams don’t have to be financial advisors or estate lawyers. Instead, lean on your partner platform’s tools, resources, and support.

• Use co-branded materials to promote planned giving with confidence.

• Provide donors with a trusted experience from start to finish.

4. The Right Partnership Can Scale With You

As your planned giving program grows, the right partner should grow with it.

• Choose a platform that offers tiered plans to match your needs and budget.

• Look for solutions that provide insights, campaign tracking, and referral support.

5. Data and Insights Strengthen Your Strategy

Estate planning partnerships can offer more than donation tools. They can provide real-time visibility into donor engagement.

• See when bequests are made and track intent over time.

• Use insights to inform future outreach and stewardship.

How to Start Building a Partnership

If your nonprofit is looking to expand its reach and impact, estate planning partnerships can provide a meaningful path forward.

• Start by evaluating your current planned giving efforts and identifying areas of friction.

• Reach out to trusted platforms that offer nonprofit-specific tools and support.

• Focus on collaboration over solicitation. This is about making giving easier, not asking harder.

When you align your mission with a trusted estate planning partner, you can offer donors a clearer path to create lasting impact.

Looking for a planned giving solution for your organization? Look no further! Trust & Will is the leading digital estate planning solution in the U.S., and we make it a no-brainer for donors to leave gifts when they set up their estate plans. Click here to learn more about what Trust & Will can do for your organization.

Claim Your Organization to make it easy for donors to leave gifts and unlock more bequests.

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