Ditch the Manual Mess: Wills.com Automates Donor Onboarding for Seamless Bequest Giving

The Frustration of Traditional Planned Giving: A Complex and Inefficient Process

For many charities, securing bequest gifts is often a frustrating endeavor that can involve a great deal of paperwork, time-consuming administrative tasks, and also a confusing and complicated system that often results in many errors and also often prevents a potential donor from completing their goals. Traditional methods often rely on manual processes for collecting information, educating donors, and also managing bequests, which can often be a huge strain on your limited resources. Many non-profit organizations are often too busy with their day to day tasks to also spend countless hours on soliciting donations for the future. And in these cases, the organizations are often missing out on valuable donations, simply because the process of receiving these types of gifts is not streamlined or efficient. This is why it is so imperative that you take the necessary steps to update your system and to also utilize all available technology to improve your overall efficiency. By making a plan to streamline the process you will be increasing your chances of capturing more legacy gifts, and you will also be creating a pathway for increased donations from all who want to support your mission for many years to come.

Traditional methods often create a complex and time-consuming process for your staff and also a frustrating and difficult process for your potential donors, which will ultimately be detrimental to your organization’s goals and objectives. It’s time to move towards a more efficient and also a more strategic approach to obtaining planned gifts. It’s time to ditch the mess, and step into the future with Wills.com.

The Problem With Manual Donor Onboarding

Manual donor onboarding for planned giving can be incredibly challenging, and creates a variety of problems that many charities must face. Here are some of the most common pitfalls of the old fashioned, manual method for soliciting legacy gifts:

• Time Consuming Data Collection: Collecting accurate information from donors can be challenging, as they often don’t know the full legal name or other vital data, which results in inaccuracies, delays, and also loss of potential donations.
• Complex Paperwork: Paper based forms can be overwhelming and cumbersome for both your staff and your potential donors.
• Risk of Errors: Manual data entry is prone to human error, which can lead to miscommunications, and also an invalid plan for the donor.
• Lack of Transparency: It can be difficult to provide a transparent look into the process without creating a system that is user friendly and also designed to put your donors first.
• Difficult to Scale: A manual system is often very difficult to scale, and does not allow you to keep up with an ever growing donor base, and it also often does not allow you to take full advantage of new opportunities as they arise.
• High Administrative Costs: Traditional methods often rely on staff time and other manual systems, which can often be costly and also take resources away from other essential tasks.

These are just a few of the challenges that are faced by many charities that are relying on manual methods of outreach. By understanding the complexities of the traditional process, you will also begin to see how new technological solutions such as Wills.com can drastically improve your overall results. It is time to find a better way, and also to create a system that will allow you to be more effective, while also ensuring that you are honoring the time, energy, and effort of your donors.

Wills.com: A Streamlined Approach to Donor Onboarding

Wills.com provides a fully automated solution for donor onboarding, which will drastically reduce your administrative burden and also make it incredibly easy for your donors to include a charitable bequest in their wills or trusts. By leveraging technology you can also improve the overall user experience, and also create an environment that encourages both current and future donations. Here’s how Wills.com simplifies the process:

• Automated Data Input: With Wills.com, your organization’s information is preloaded into the system, which ensures that all information is accurate and also readily available to potential donors. This also makes it much less likely that they will make any type of error that may prevent the donation from being completed.
• Digital Forms and Documents: Our platform utilizes digital forms and documents, so that you can eliminate the need for paper based forms, which will make the entire process much more efficient and also environmentally friendly.
• Secure and Compliant Processing: Wills.com ensures that all transactions are secure and fully compliant with all applicable legal requirements, so your donors can be confident that their legacy wishes are properly handled and also legally binding.
• User Friendly System: We offer a simplified and easy to understand system for all potential donors, to make the process as stress free and empowering as possible, and to create a pathway to success that is open to everyone.
• Time and Cost Savings: With wills.com you can drastically reduce the time and resources that are often dedicated to managing legacy gifts, and also to free up your valuable staff and volunteers to engage in other essential activities related to your mission.
• Direct Donor Connection: Wills.com creates a more direct connection between your organization and your donors, so that you can build relationships that will last for many years to come.

By leveraging Wills.com you will not only be improving your organizational efficiency, but you will also be empowering your donors to take action and to achieve their philanthropic goals. This is a step forward into a new approach to fundraising, which will create more opportunities for long term stability and also long lasting success.

Benefits of Automated Onboarding for Your Charity

Automating your donor onboarding process with Wills.com offers numerous tangible benefits for your charity. Here are some key advantages that you can achieve:

• Increased Number of Planned Gifts: By simplifying the process you will be increasing your chances of receiving more bequests from your donors, and also reaching those who might have previously been daunted by the complexity of the traditional process.
• Reduced Administrative Overhead: You can significantly reduce administrative burden on your staff by streamlining and automating many of the most common tasks that may often take a great deal of time and energy.
• Improved Donor Experience: You will be providing a simple and also a positive donor experience that makes it easier for them to give to your organization, and also to help them achieve their personal objectives.
• Access to More Data and Insights: You will gain more data and insights into your planned giving donors, and also to help them create long term plans for giving to your organization in the future.
• Scalability: When you utilize an automated system you will be setting yourself up for long term growth and also be able to easily scale your fundraising efforts to connect with a wider audience of potential legacy donors.
• More Focus on Your Mission: Reduce the amount of time you are spending on administrative tasks, and give yourself more opportunities to focus on all aspects of your core mission.

By utilizing Wills.com, you will be improving efficiency and you will also be removing some common roadblocks that often hinder the process of legacy donations. This will also free up your resources to focus on all aspects of your charitable mission. Remember, that efficiency and clear planning will be the keys to your success.

Moving Beyond Traditional Methods: Embracing the Future of Fundraising

The world is rapidly evolving, and charitable organizations must take the time to be proactive and also innovative about the ways they are engaging with their supporters. Traditional methods often require a great deal of time, energy, and resources, which may be better used in other parts of your organization. By embracing automated solutions you can drastically improve your overall financial outlook and create more opportunities for long term growth and success. It is imperative that you understand that the landscape of charitable giving is also changing, and it is essential to understand how your organization can remain at the forefront of these important transformations. With new technology comes new opportunities, and it is important that you are prepared to adapt to these changes as they continue to evolve. A solid plan that is also flexible, will be the key to your long term success.

Wills.com: Your Partner in Modern Fundraising Strategies

At Wills.com, we are committed to helping charities and non-profits meet their long term financial goals by streamlining and modernizing the way they approach donor engagement. We also believe that charities deserve easy and affordable ways to connect with potential legacy donors. We will provide you with all of the tools and resources you need to thrive, and to also help you create a more sustainable and secure future for years to come.

Conclusion

By moving beyond the traditional manual and inefficient methods of donor onboarding, and instead taking the leap to utilize the power of Wills.com you will be able to create a more streamlined and effective approach to attracting more legacy donations. You will be empowering yourself and your donors to take the necessary steps to secure a bright future for your charitable mission. It’s time to ditch the mess and move into a future that is more focused on results and also on making things as easy as possible for all those who are working to support your organization. Wills.com is here to be your guide, so you can create a path that will make a positive impact on all aspects of your charitable work.