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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.)

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.

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.

Your planned giving campaign awaits.

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

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

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

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

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

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

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

FAQs

Common questions.

A legacy gift, or planned gift, is a donation made to a nonprofit by a donor through their estate plan. They will typically include instructions for the donation in their will or trust document. For example, they may instruct that the assets should be distributed to the named organization upon their passing.

Bequests are gifts that are made by a will or a trust document. In other words, giving by bequest describes the act of giving through an estate plan.

"Planned giving" and "legacy giving" are two interchangeable terms. They both describe the process of a donor making a charitable gift to a nonprofit or other organization after their lifetime. This is typically done through their estate plan.

A bequest is not the same as a beneficiary. A bequest is the gift being made, while the beneficiary is the recipient. In the context of philanthropy, the bequest would be the planned gift, while the beneficiary is the nonprofit named as the recipient.

Philanthropic planning describes a holistic strategy for legacy giving that might include planning for impact or tax savings.

The planned giving solution for nonprofits.