Inspire your
donors to be

LEGACY GIVERS

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Give your donors free, easy-to-use online estate planning tools so they can make bequests to your organization.

chive charities received 1,100 bequests in 48 hours.

Download the Case Study

Our Approach

Marketing Campaigns

Custom, science-based
planned giving campaigns
that inspire donor action

Legacy Planner

Simple, scalable estate
planning tools you give your
donors to secure more bequests

Donor Insights

Robust, data-driven
reporting tools to track your
bequests and donors in real time

You know your donors best. Use our expertise and tools to magnify your planned giving.

What Partners SAY

“In my congregation, we were at a loss as to how to start a legacy giving campaign. After working with Giving Docs, we couldn't be more thrilled!”

Rev. Meg Barnhouse
First Unitarian Universalist
Church of Austin

“Giving Docs made our planned giving campaign so easy. The ROI is crazy for the minimal time commitment. Words can't express our appreciation.”

Brian Mercedes
Executive Director
Chive Charities

YOUR FUNDRAISING IMPACT

Get a rough estimate on how much new money your organization can raise on the first Giving Docs campaign by offering your donors our complete estate planning platform, for free.

Estimated Donor Reach

Enter the number of your unique donors you expect to reach during your campaign from a combination of your email and social contacts.

Donor Engagement Level

On a scale of 1-5, how engaged are your donors? With 1 being yearly outreach and 5 being weekly communication.

Average Legacy Gift

Provide a rough estimate of the average bequest each donor may leave you, usually 5-20% of their net wealth.

Results

Will Activations

400

Bequests

100

New Prospects

188

Pledges Secured

$2,000,000*

*Money raised is an estimate based on total bequests to be left to your organization over the next 30 years.

Note: This estimate does not include the top 5-10% of your wealthiest supporters. This campaign is focused on your untapped donor base but will also boost your overall planned giving campaigns.

BENEFITS

Future Gifts

Secure long-term funding
to support your
organization

More Active Community

Increase volunteerism and
annual donations with legacy
commitments to your organization

Social Impact

Make estate planning
more affordable and
accessible to your community

Now reviewing applications for Fall 2018 Campaigns.

Schedule a Free Consultation