Turn donor loyalty into lasting legacy.
Your supporters already believe in your mission. Make it even easier to include you in their will.
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Riverside Humane Society
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Leave a gift to a cause
Make it easy for supporters to include you in their future plans.
For Nonprofits
Turn loyal donors into legacy donors, without adding to your team's plate.
Legacy giving made accessible for organizations of any size, so your top supporters can include your cause in their final plans.
For Universities
Turn alumni pride into a legacy that outlasts a single class year.
Tools built around class years, legacy societies, and advancement teams, so alumni loyalty becomes lasting support.
For Faith-Based Organizations
Turn weekly generosity into a legacy of faith.
A warm, self-paced experience built for a sensitive topic, so your congregation can extend their generosity for good.
It's rarely reluctance. It's a process most donors don't know how to start.
Getting started
Most people assume the only way to start is booking and paying for time with a lawyer.
Getting started
Donors start online, for free, the moment they're ready. No appointment required.
Understanding the process
Legal terms and unfamiliar paperwork make the process feel more complicated than it has to be, so it keeps getting put off.
Understanding the process
Plain-language, guided questions walk donors through exactly what to expect, one step at a time.
Cost
The assumption that a will costs money to create keeps many people from ever starting.
Cost
Completing a will through LotusGiving costs donors nothing, removing one of the most common barriers.
Including your cause
Even donors who complete a will on their own often never think to include a cause they care about; nothing prompts them to.
Including your cause
LotusGiving's guided builder prompts donors to consider including your organization at exactly the right moment, instead of leaving it to chance.
Most donors want to include a cause. Simplify the process.
Testator details & capacity
To create a legally binding document, we start with the basics.
Legal first name
Legal last name
Email address
Marital status
Progress
Add their details
Name, state, family, and capacity
Include a cause they love
The moment that matters most
Review & download
Free, completed in 15-20 minutes
Legal stength & secure access
Improve legality and access your will anytime
Donors move through a guided flow. Free, easy, and accessible.
Everything you need to scale planned giving.
One free tool donors actually finish, plus the content and expertise your team needs to grow the program around it.
A will donors actually finish
Free, guided, and built to feel human — not like a legal form. Including your cause is a natural step in the process, not an afterthought bolted on at the end.
See how it works →Planned giving microsite
A branded, plain-language place for donors to learn what a bequest, beneficiary designation, or stock gift actually means — before they ever start a will.
Explore the microsite →Fractional planned giving
Get strategy, donor conversations, and hands-on support from our Open Ecosystem network of professionals — without hiring a full-time gift officer.
Learn about fractional support →More than a will. A complete plan.
Every document, safeguard, and detail your donors need to plan with confidence.
Complete a legally sound will in about 15–20 minutes, guided step by step.
Estate taxes come from the non-charitable residuary estate, so your gift keeps 100% of its value under IRC §2055.
Clear executor instructions, plus a memorandum for specific items like jewelry or art.
Executor and alternate, with a bond waiver and digital asset authority under RUFADAA.
An encrypted copy in your portal, shareable with loved ones or an executor anytime.
Log back in to update your will and download a fresh copy, at no extra cost.
Choose how medical decisions should be made on your behalf in an emergency.
Name someone you trust to manage your finances if you're ever unable to.
Ready to turn today's donors into tomorrow's legacy?
Make it easier, simpler, and accessible for your supporters to add your mission to their final plans.