The planned giving solution for nonprofits.
Make it a no-brainer for donors to leave a gift to your nonprofit when they set up an estate plan.
The Nonprofit Platform, Powered by EstateOS
Grow your legacy impact with real-time donor insights.
EstateOS turns planned giving into a strategic advantage—helping you uncover hidden bequests, activate more donors, and steward every gift with care.
Uncover hidden gifts & donors.
- Get real-time visibility into bequests, donor intent, and legacy activity.
- Track legacy commitments and life events across your donor base.
- Uncover hidden gifts from Trust & Will’s growing community.
Turn intent into action.
- Invite supporters to include your organization during estate planning.
- Prompt giving at the right moment with built-in engagement tools.
- Turn interest into action with smart prompts and plan updates.
Steward with confidence.
- Build lasting donor relationships with timely alerts and insights.
- Know when a donor passes and follow up meaningfully with their family.
- Access plan health, intent summaries, and best practices for outreach.
EstateOS: The operating system for future planning
Get Started
Helping families plan for the future.
If you're interested in learning more about how EstateOS works for nonprofit organizations, please fill out the form below.
A Trust & Will Representative will reach out within 2–5 business days. Once verified, we’ll send you an email with credentials to access your planned giving dashboard.
Nonprofit Organization Packages
Flexible packages to fit your needs.
Premium Plan
Unlock advanced tools to engage legacy donors, drive planned gifts, and build long-term donor relationships.
- Access AI Assistant, co-branded tools, and product nudges
- Engage anonymous donors and track bequests
- Option to offer free estate plans to inspire giving
Basic Plan
Claim your profile and offer estate planning discounts to donors while gaining visibility into planned giving activity.
- Offer donor discounts via your profile
- View and download unified bequest data
- Simple way to get started
Why Trust & Will?
The leading digital estate planning solution in the U.S.
18,000+
The number of nonprofits named in our estate plans thus far.
$1 Billion
in bequests made through 750,000 + Trust & Will documents.
$40,000
The average donation made by our members.
150+
Our number of industry-leading partners (and counting.)
Why invest in planned giving?
- There was an estimated $45B in gifts made through estate plans in 2022.
- Some nonprofits receive more than 25% of their revenue from planned gifts.
- Donors are 17 times more likely to leave a bequest when prompted.
What can a Trust & Will estate plan do for your nonprofit?
- Give back to those who give back: By partnering with Trust & Will, you’ll be offering your donors a free will to protect their loved ones. We’ll give them a personalized nudge to leave your organization a legacy gift.
- Thank your donors: Annual gifts increase by an average of 75% once a legacy gift is made. With Trust & Will, you’ll know who leaves legacy gifts so you can thank them before it’s too late.
- Expand your reach: Reach more donors without spending more on marketing. Our platform connects you to individuals actively considering making a charitable bequest.
- Tap into considerable returns: Reports show that every dollar spent on fundraising has an average ROI of $56.83 in legacy gifts made through an estate plan. Trust & Will makes this process even easier for you and your donors.
