We started with a simpler explanation for why legacy gifts don't happen
It's rarely reluctance. It's a process most donors don't know how to start. Remove the first barrier — cost, complexity, and not knowing who to ask — and a lot more people take the step they already intended to take.
Nonprofit-first
The organizations we serve aren't a market segment we expanded into. They're the reason the platform exists.
Free for donors
A guided will is useful whether or not someone chooses to include a gift. That's not a funnel, it's the point.
Clear over clever
Estate planning is personal and already confusing enough. We explain things plainly and skip the jargon.
How we work
We build for three audiences — nonprofits, universities, and faith-based organizations — and we write for each of them specifically rather than flattening everything into a generic pitch. Where a team needs more than software, our fractional planned giving practitioners work alongside them until the program stands on its own.
The two rings in our mark represent a connection that continues rather than a transaction that ends. That's the relationship we're trying to help organizations build with the people who care about them most.
A note on the content on this site: statistics, organization names, and donor names shown in product illustrations are placeholders written for demonstration. Replace them with your verified figures before publishing.