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.

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.

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.

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
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.
- Popular choice for homeowners
- Contains all Will documents
- Goes into effect while you’re living
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.
- Does not prevent probate court
- Most affordable estate plan
- Goes into effect after you're gone
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

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
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
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.