Superpower Planned Giving

by in June 26th, 2020

Willfora is all about making planned giving easier for charities. Our platform enables nonprofits to track, manage, and grow their legacy gifts from a central console, with insights that have never been available to organizations before.

Use Willfora to track legacy gifts from multiple channels.

Go beyond legacy customer relationship management (CRM) tools with a dedicated solution for planned giving.

  • Easily import legacy gifts from spreadsheets or CRMs
  • Add legacy gifts based on gift notifications
  • Automagically see gifts from participating lawyers
  • Integrate with popular online Will creation software providers for real-time gift notification and contact information

The future of Will-writing campaigns.

Launching Will-writing campaigns have become costly and hard to manage. With Willfora, charities can launch Will-writing campaigns ad hoc with integration with digital providers and a trusted lawyer network.

More importantly, keep Will-writing campaigns online 365 days a year to capture donor intent at any time throughout the year.

Intuitive reporting and engagement

See your planned giving program's health on one screen, with insights into recent gifts, future values, and income projections. 

Drill down to see details and engage with legators by configuring automated thank you notes and communications.

Ready to transform your organization's planned giving program? Set up time with our team to learn more.

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