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
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.
