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.

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 estate plans.

  • $40,000

    The average donation made by our members.

  • 150+

    Our number of industry-leading partners (and counting.)

DON’T LEAVE MONEY ON THE TABLE

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.

THE BENEFITS

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.

Partnered with leading organizations

Do you love a good cause? So do we. We’ve partnered with leading organizations of all shapes and sizes. Let’s work together.

Contact us to schedule a demo and find out how we can create a unique planned giving program for your nonprofit.

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Your planned giving campaign awaits.

Get a glimpse of things you can expect when you team up with Trust & Will on your fundraising efforts.

  • Estate Plans with Expert Support

    We make estate planning easy, affordable, and inclusive. Our team of experts will be available to support your donors every step of the way.

  • Custom Nudge for Planned Giving

    Members are given the option to leave a legacy gift at their discretion. Your supporters will receive a nudge customized to your organization.

  • Marketing and Fundraising Support

    White-glove fundraising and marketing support from someone on our team who knows the ins and outs.

  • Insights on Donors and Gifts

    Leverage our exclusive data of pre-existing legacy gifts and custom donor reports so that you can better engage with your donors.

  • More Brand Visibility

    Enhance your cause’s visibility through our co-branded efforts and by joining a world-class network of organizations.

  • Education & Resources

    Receive our wide breadth of educational materials and resources on estate planning to share with your donor base.

How does a legacy gift work?
What does “by bequest” mean?
What is the difference between planned giving and legacy giving?
Is a bequest the same as a beneficiary?
What is philanthropic planning?