Giving Docs
Do more than ask for legacy gifts - give your supporters the tools they need to create meaningful legacies.
About
Empower your supporters to create their wills and other estate plans and leave meaningful gifts—all at no cost to them. Giving Docs helps your organization bridge the gap from intention to action.
Our comprehensive suite of tools empower donors to both create or amend estate plans and document legacy gift intentions.
Our platform includes robust tracking and reporting tools, ensuring nonprofits can engage donors and measure impact effortlessly.
Our comprehensive suite of tools empower donors to both create or amend estate plans and document legacy gift intentions.
Our platform includes robust tracking and reporting tools, ensuring nonprofits can engage donors and measure impact effortlessly.
Services
Offerings:
Our all-in-one platform equips donors to create or update their estate plans while documenting their legacy gift intentions.
Custom Branded Landing Page
For Donors:
Our all-in-one platform equips donors to create or update their estate plans while documenting their legacy gift intentions.
Estate Planning Tools: Wills, Revocable Living Trust (for California residents), Codicils, Beneficiary Designations, Financial Power of Attorney, and Advance Healthcare Directive.
Current Giving Tools: Donor-Advised Funds, Stock Gifts, and Qualified Charitable Distributions.
For Organizations:
Custom Branded Landing Page
Your dedicated client success manager will work with you to design a Giving Docs landing page tailored to your organization, featuring approved logos, colors, and imagery for a seamless brand experience.
Comprehensive Marketing & Communications Support
We provide a full-service strategy to integrate Giving Docs into your existing planned giving marketing efforts, amplifying engagement. Your client success manager will collaborate with you to develop a campaign launch plan, refine marketing strategies, and craft custom messaging. Through ongoing meetings, they will track engagement, analyze results, and adjust strategies to maximize impact.
