Estate Planning Tools

 

Advance the impact of planned giving with high-quality, online estate-planning tools. Giving Docs enables donors to create a legacy gift through a bequest in a will, but their value extends even further, with tools that allow adjustments to beneficiary designations via retirement accounts or life insurance policies and the ability to make donations via stock gifts, IRA Qualified Charitable Distributions and Donor Advised Funds.   

In addition, Giving Docs has partnered with The Stelter Company, well-known for their expertise in the planned giving space, as an additional benefit to this service. Stelter's work focuses on the long-term strategy to educate, inform and empower donors along the planned giving donor journey through integrated marketing. 

Fill out the form below to learn how Giving Docs can help identify new planned-giving donors and create a clear path for ongoing engagement with these donors.