Typically, clients with <$5m in assets with more straightforward estate planning needs. They want to customize their estate plan to meet their specific needs and desires but don’t want to spend the time and money consulting with a traditional attorney.

After you create and log-in to your portal, you’ll have a unique-to-you link which you can share directly with your donors. Once they get started, you’ll be able to track their progress and see if they’re left a bequest to your organization.

Nonprofits can only see donor information if the donor opts in to share it.

• On Free and Standard plans, you’ll see basic details (like name, email, and gift type) when shared.
• On the Enterprise plan, you’ll get enhanced reporting with expanded donor data, including contact details, gift information, and real-time updates.

Donors who choose to remain anonymous will not have their information shared, regardless of your plan.

If a donor updates or removes their gift, you’ll only be notified if they’ve opted to share their information. Enterprise partners receive real-time updates when changes occur. Anonymous donors’ updates are not shared.

Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.

We offer attorney support in certain states for an additional cost of $300; which enables your client to get legal advice and have access to an attorney for twelve months.