Trust & Will Introduces Innovative Nonprofit Platform for Enhanced Planned Giving

Transforming Planned Giving with Trust & Will's New Nonprofit Platform

In a significant move towards enhancing charitable contributions, Trust & Will has launched its new Nonprofit Platform, powered by EstateOS. This innovative platform is tailored to assist nonprofit organizations in harnessing the power of planned giving, turning estate planning into a valuable resource for expanding donor engagement. With a mission to connect nonprofits with their supporters more effectively, the Nonprofit Platform provides real-time access to vital donor insights and bequest data, ultimately enriching the landscape of legacy giving.

Key Features of the Nonprofit Platform

Built on the robust architecture of EstateOS, the same trusted infrastructure used by financial advisors and banks, the Nonprofit Platform streamlines the process of managing planned giving initiatives for nonprofits. Organizations can access a variety of features designed to deepen relationships with existing donors while attracting new ones. Here are some highlights of what the platform offers:

1. Real-Time Insights: Nonprofits can monitor when supporters include them in their estate plans, allowing for proactive engagement and stewardship of legacy gifts. This visibility into future gift commitments sets the stage for strategic communication and relationship development.

2. Actionable Data: The platform offers metrics on campaign performance, detailed donor insights, and the ability to download data for in-depth analysis. Organizations can leverage this information to refine their strategies and enhance their outreach efforts.

3. Flexible Membership Plans: Trust & Will provides a range of membership options, including a free Essentials Plan with core tools and notifications, as well as Premium and Enterprise plans that unlock advanced analytics and AI-powered support.

4. Community Engagement: Nonprofits can promote estate planning directly within their communities, offering exclusive benefits to donors through branded referral links, which helps to build a culture of legacy giving.

5. Scalable Solutions: The pricing framework is designed to accommodate organizations of all sizes. From grassroots nonprofits to larger entities, there are no hidden fees, and upgrades can be made as planned giving programs expand.

The Impact of EstateOS

The Nonprofit Platform harnesses the potential of EstateOS, designed to revolutionize both how individuals and organizations approach estate planning. By facilitating secure data sharing and integration of AI-driven insights, nonprofits are empowered to engage their communities in meaningful ways. Trust & Will's commitment to improving the planned giving landscape emphasizes the importance of transparency in charitable endeavors. As Cody Barbo, Co-Founder and CEO of Trust & Will states, “We’re not just showing nonprofits what gifts exist, we’re helping them discover new ones and nurture lasting relationships with the next generation of donors.”

Empowering Mission-Driven Organizations

With over $1 billion in planned charitable bequests already benefiting thousands of nonprofits through Trust & Will, the introduction of the Nonprofit Platform is set to magnify this impact. As a B Corporation, Trust & Will is dedicated to promoting accessibility and inclusivity in estate planning, ensuring that every family can leave a meaningful legacy. The platform has the potential to transform how organizations interact with their supporters, ultimately fostering a more engaged donor base and a stronger culture of philanthropy.

Getting Started

Nonprofits interested in enhancing their planned giving capabilities can find more information about the Nonprofit Platform and explore membership options at trustandwill.com/professionals/nonprofits. By facilitating better visibility into giving patterns and donor engagements, Trust & Will is leading the charge in creating a more sustainable framework for charitable giving.

Conclusion

Trust & Will’s Nonprofit Platform marks a pivotal shift in how organizations approach estate planning and donor engagement. By investing in technology that grants nonprofits the tools to thrive, Trust & Will is not only increasing the effectiveness of planned giving but is also laying the groundwork for future generations of philanthropic support.