Exploring
Free wills for your donors. Quietly.
A co-branded will builder you offer your donors as a member benefit. Optional charitable bequest language pre-fills your organization — but only if the donor chooses.
Planned giving is often the single largest source of gift revenue a nonprofit will ever receive. But it's also the quietest: most donors who want to leave something in their will never get around to drafting the will at all. We help you shorten the distance between intent and document.
What we're planning
The nonprofit portal.
Co-branded donor invite
A link you share through your newsletter or major-gifts team that lands donors in a Trustwise flow carrying your brand.
Free will tier for donors
We absorb the cost of the will fee when it's offered through a partner nonprofit. Donors get a real will, not a marketing gimmick.
Optional bequest pre-fill
The charitable-bequest step in the flow pre-fills your organization's name and EIN. The donor can remove it, change the amount, or decline.
Consent-based attribution
We never tell you who left you a gift without their explicit opt-in. Aggregated intent data available; individual data only with written consent.
Planned giving dashboard
For the donors who do opt in, a dashboard your major-gifts team can use to thank them and keep the relationship warm.
Legacy society onboarding
Optional integration that invites opted-in donors to join your legacy society and receive ongoing stewardship.
Tell us about your organization.
We're piloting with a small number of nonprofits to get the consent model right. Email partnerships@cocreateidea.com.