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Make a plan for the people and causes you love.

Protect your loved ones with a customized Will or Trust Plan. You’ll have the option to include a charitable gift—a powerful way to support the causes you love, long into the future.

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Benefits of Planned Giving

Benefits of Planned Giving

Your planned gift helps the causes you care about thrive—long after you're gone. It’s a powerful way to extend your values into the future.

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Support the causes you care about.

Leaving a charitable gift is a powerful way to champion the organizations and missions that matter most to you. It’s a meaningful act of generosity that can make a lasting impact—long after you’re gone.

Create a legacy that lasts.

Your estate plan is more than just a set of documents—it’s your story, continued. By including a charitable gift, you leave behind more than assets. You leave values, purpose, and hope for the future.

Make a difference, on your terms.

Charitable giving through your estate plan is entirely in your control. You choose how, where, and when your gift makes an impact—while still taking care of the people you love most.

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Feel good about your future.

There’s peace of mind in knowing you’ve taken care of what matters. You’ve protected your loved ones, made your wishes known, and created a legacy that gives back.

How It Works

How It Works

At Trust & Will, we make it easy to create a planned gift and leave a lasting legacy.

To get started, choose between our Will Plan or Trust Plan. Not sure which plan to pick? Click here to take our quiz.

You’ll be guided through simple questions to build a plan that reflects your wishes and protects your loved ones.

You’ll also have the option to include a charitable gift. Name any nonprofit, and decide whether to leave a specific dollar amount or a percentage of your estate.

Instantly access your documents online or request a complimentary shipment—included with your initial purchase. Then finalize your documents with a signature and notary to make everything legally binding.

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Learn how to create a plan that gives back.

Estate Planning

It's time—start your online estate plan now.

Our guided online platform makes creating or updating your will or trust a breeze. Need expert input? Our attorneys are ready to offer one-on-one support.

Set up a Trust.

Your complete plan to protect and transfer your assets. A trust prevents your loved ones from losing time and money in probate court.

More About Trusts →

  • Popular choice for homeowners
  • Contains all Will documents
  • Goes into effect while you’re living
Create Your Trust

Write a Will.

Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.

More About Wills →

  • Does not prevent probate court
  • Most affordable estate plan
  • Goes into effect after you're gone
Create Your Will

EstateOS

Plan smarter.
Protect more.

Life changes and your estate plan should keep up. Our intelligent platform keeps everything organized, updated, and ready — so your loved ones never face the burden alone.

Your estate, fully connected.

Get the tools and guidance you need to keep your plan strong — today and tomorrow.

  • Unlimited updates to your plan
  • Share access with trusted contacts
  • Smart alerts & personalized insights
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Everything you need for a smarter, stronger estate plan.

"I loved knowing exactly what my plan was missing. The AI powered recommendations showed me gaps I hadn’t even considered and the custom insights were a game changer. It’s a huge relief knowing my family is good hands."

Molly P, Member since 2020

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The most trusted name in online estate planning.

Don't just take our word for it. Hear from our valued members about how creating an Estate Plan made a difference in their lives. Read testimonials here and on Trustpilot.

FAQs

FAQs: Leaving a Charitable Gift in Your Estate Plan

Many people choose to support causes they care about as part of their legacy. It's a powerful way to make a lasting impact, even after you're gone — and it often brings a deep sense of purpose and fulfillment.

It’s simple. As you create your Will or Trust Plan, we’ll prompt you to name a charitable organization if you'd like. You can choose any nonprofit and decide whether to leave a specific dollar amount or a percentage of your estate.

There’s no minimum. Every gift — no matter the size — makes a difference. You’re in complete control of the amount and how it’s distributed.

Yes. In addition to leaving a monetary gift in your Will or Trust Plan, you can designate a nonprofit as a beneficiary of assets like your home, retirement account, or life insurance policy. We’ll guide you through how it works.

Charitable bequests can help reduce estate and gift taxes, depending on your overall estate value and other factors. We recommend consulting your financial or tax professional to find out how planned giving could impact your estate.

You’re not required to, but many nonprofits appreciate the chance to thank you and ensure your gift will be honored as you intend. Some may also invite you to join their legacy society or provide recognition, if that’s important to you.

Are you a nonprofit interested in partnering with Trust & Will?

Make it a no-brainer for donors to leave a gift to your nonprofit when they set up an estate plan. Click the link below to find out why Trust & Will is the go-to planned giving solution for nonprofits.

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