Make It Easy for Donors to Give: How Wills.com Streamlines the Bequest Process for Your Charity

The Common Challenges of the Traditional Bequest Process

For charities, the process of securing bequests, which are gifts given through a will, can often be slow, unreliable, and cumbersome. This is because traditional fundraising methods rarely address the complexities of estate planning, which can create a significant hurdle for potential donors. Without a clear and streamlined way to include a charity in their will, many donors may simply put off creating a will, or they may end up forgetting to include your organization. The traditional bequest process often involves a lot of paperwork, legal jargon, and a disconnect between the charity and the donor. When a will is being created, the process often does not fully explain how and what information must be included in order to successfully complete a bequest. These are key reasons that charitable organizations miss out on important philanthropic gifts, but it is also a disservice to those who want to make a lasting difference by including you in their will. For these reasons, a more streamlined and simple way to create bequests is essential.

When a process is complicated, people are far less likely to complete the steps necessary to see it through to completion. This is why you must do everything you can to reduce the steps and to make it as easy as possible for potential donors. Without easy access to the information, your organization may not be included in their will. Many organizations focus so much on getting immediate gifts, that they forget to plan for the future. Do not let this be you. Act today to secure your future legacy donations.

Why the Complexity of Bequests Detours Donors and Charities

The traditional bequest process is complex and often filled with barriers that can make it difficult for donors and charities alike. Here are some of the most common challenges:

• Lack of Clear Information: Many donors do not have a clear understanding of the specific details that are needed to include a charity in their will.
• Complex Legal Requirements: The legal requirements for creating a valid bequest can be complicated and may deter donors from pursuing this type of giving.
• Difficulty Finding Correct Information: Donors often struggle to find the full legal name, address, tax ID and other specific information for the charities they wish to support, which is why it is important that this information be easily available.
• No Central Platform: There is no central platform for charities to share this essential information, which means they may be difficult to locate in a will making process.
• Time Consuming: The bequest process can take up a lot of time, and many busy people may not have the time to complete all the steps necessary.
• Lack of Communication: The traditional bequest process often lacks direct communication between the donor and the charity. This disconnect can often result in errors and misunderstandings, and also can miss opportunities to thank and recognize the potential donor.

These challenges contribute to the overall friction of the bequest process, and ultimately prevent many charitable organizations from capturing potential legacy gifts. By understanding these barriers, you can better take steps to overcome them, and ensure that your organization is well positioned to receive gifts from planned giving donors.

Wills.com: Simplifying the Bequest Process for All

Wills.com provides a streamlined and user-friendly solution that removes many of the common barriers associated with the traditional bequest process. Here’s how Wills.com makes it easier for donors to include your charity in their will:

• Easy Access to Charity Information: Charities can provide their full legal name, address, tax ID, and contact details, making this information readily available to those creating their wills, so there is no risk of errors.
• Simple Inclusion Process: Wills.com guides donors through the bequest process, providing all the necessary information in an easy to use format that is specifically designed to prevent errors.
• Step-by-Step Guidance: The Wills.com platform offers a clear, step-by-step process for including your charity in a will, which helps to alleviate the stress and overwhelm that can come with creating a will.
• Streamlined Will Creation: With Wills.com, donors can create their will online, easily incorporating their chosen charities directly in the document.
• Reduced Errors: By providing clear instructions and specific information, Wills.com helps to prevent common errors and mistakes that can often jeopardize a bequest.
• Increased Visibility: By adding your charity to the Wills.com database, your organization gains visibility from people who are actively planning their estate, reaching an audience that is more likely to give.

With Wills.com, the entire process becomes less daunting, making it far easier for donors to choose your charity, and to make the necessary steps to include it in their will. Your organization will be listed and easily searchable, so that potential donors can always find you. By taking advantage of this simplified process, your organization will be well positioned to receive more bequests for years to come.

The Benefits of Using Wills.com for Your Charity

Partnering with Wills.com will offer tangible benefits that directly contribute to your organization’s success:

• Increased Planned Gifts: By simplifying the process, you will make it easier for donors to include you in their will, increasing the likelihood of your organization receiving a bequest gift, and also greatly improving your revenue.
• Expanded Reach: Reach a targeted audience of potential legacy donors who are actively planning their estate and looking for charitable organizations to support.
• Time and Cost Savings: Reduce the time and resources typically spent on traditional fundraising methods, as wills.com can help you streamline the process of attracting new planned giving donors, saving you time and money.
• Improved Accuracy: Ensure that the correct information for your organization is provided, preventing errors or other problems that may occur in other planned giving methods.
• User-Friendly Experience: Provide potential donors with a simple, streamlined, and easy process, which increases the chance that they will choose your organization.
• Build Relationships: Connect with donors who are actively planning their estate, and cultivate relationships that can increase your long-term success.

When you utilize wills.com, you will be providing your organization with more opportunities to connect with planned giving donors, with less work and less expense. You are taking control of your future and creating an opportunity to help more people and communities in need. This tool is an essential part of modern fundraising and should not be overlooked.

Step-by-Step Guide to Getting Started with Wills.com

Integrating Wills.com into your fundraising strategy is easy. Here’s how to get started:

1. Visit the Wills.com Website: Go to the section designed for charities and non-profit organizations.
2. Create Your Profile: Complete the form with your charity’s full legal name, address, tax ID, and contact information.
3. Review and Verify Your Information: Ensure that all of the information you have provided is correct and accurate.
4. Begin Connecting With Donors: Once your profile is set up, your organization will be visible to potential donors.

This is a very simple and straightforward process, and within minutes you can have your organization fully listed and available for potential donors to choose when they are planning for their estate. Don’t let this opportunity go by.

Wills.com: Your Partner in Planned Giving

At Wills.com, we understand the importance of streamlining the bequest process for both charities and donors. We are committed to providing easy, affordable, and effective solutions that empower your organization to connect with more legacy donors and increase your overall impact. We want to be your partner in achieving all of your fundraising goals.

Conclusion

By leveraging the power of Wills.com, your charity can overcome the challenges of the traditional bequest process and make it easy for donors to include you in their will. The streamlined approach of Wills.com will help you to secure legacy gifts, cultivate relationships with your donors, and ensure a strong financial future for your organization. Don’t wait any longer to make planned giving a priority for your organization. Begin today to make a difference for all those you are working to help. Wills.com is here to be your guide in this important process.