Simplified Estate Planning for
Nonprofit Giving
Make it easy for your donors to leave a lasting gift by seamlessly integrating your nonprofit into their estate plans.
Give back to your supporters: Partnering with FastWill allows you to offer your donors a free will to protect their loved ones. We’ll also provide a gentle reminder to consider leaving a legacy gift to your organization.
Show gratitude to your donors: Legacy gifts lead to a 75% increase in annual donations. FastWill keeps you informed of who leaves legacy gifts, giving you the opportunity to thank them while it still matters.
Broaden your impact: Reach more potential donors without additional marketing costs. Our platform connects you with individuals actively planning charitable bequests.
Maximize your returns: On average, every dollar spent on fundraising generates $56.83 in legacy gifts. FastWill simplifies the process for both you and your donors, making it easier to tap into these valuable contributions.
Your Planned Giving Campaign is Ready to Launch
Discover what you can achieve by partnering with FastWill for your fundraising initiatives.
We simplify estate planning, making it easy, affordable, and accessible. Our team of experts will be there to assist your donors at every step.
Donors will have the opportunity to leave a legacy gift at their discretion, receiving tailored prompts that reflect your organization’s mission.
Enjoy top-tier fundraising and marketing assistance from our knowledgeable team members who understand the nuances of your goals.
Utilize our exclusive data on existing legacy gifts and customized donor reports to enhance your engagement strategies.
Boost your organization’s visibility through our co-branded initiatives and by connecting with a prestigious network of organizations.
Access a wealth of educational content and resources on estate planning to share with your donor community.
Client Profiles
Once your client completes their plan they will have the option to grant you access to a comprehensive Client Profile containing all the vital financial details needed to make your professional recommendations.
What Your Advisor Can Access
Financial Accounts: Information on your bank accounts, investment portfolios, and other financial assets.
Real Estate: Details about properties you own, including location and value.
Life Insurance: Coverage details, including policy types and beneficiaries.
Business Interests: Information about any businesses you own, including company details and valuation.
Insurance Agents & Estate Planning: FAQ
What is a legacy gift?
A legacy gift, also known as a planned gift, is a contribution made to a nonprofit by a donor as part of their estate plan. Donors usually specify the donation in their will or trust document, detailing how the assets should be allocated to the designated organization upon their death.
What does “by bequest” mean?
Bequests refer to gifts given through a will or trust document. In essence, giving by bequest means making a contribution as part of an estate plan.
What differentiates planned giving from legacy giving?
"Planned giving" and "legacy giving" are often used interchangeably. Both terms refer to the process of a donor making a charitable contribution to a nonprofit or other organization after their lifetime, usually through their estate plan.
Are bequests and beneficiaries the same thing?
No, a bequest is the gift itself, while a beneficiary is the recipient of that gift. In philanthropy, the bequest is the planned gift, and the beneficiary is the nonprofit receiving it.
What does philanthropic planning mean?
Philanthropic planning is a comprehensive legacy-planning strategy that aims to enhance impact and optimize tax benefits.
