More Than Just a Form: Wills.com Provides Full Context for Charitable Giving Decisions

The Limitations of Simple Bequest Forms: Why Context Matters

While providing a form for donors to include a bequest in their will may seem like a valuable first step, this approach can often feel cold, impersonal, and also does not allow for you to connect with donors in a meaningful way. It often ignores the human element of philanthropy, and does not address the important underlying question, of why a donor would choose to give to your organization, rather than another one with a similar mission. Many people do not make charitable donations simply for the act of giving away their money. Rather, they are looking to leave a lasting legacy, and also to connect with a cause or mission that is aligned with their values and their deeply held beliefs. If you do not give them a platform to explore all aspects of your organization, they will likely move on to another organization that better conveys their intentions. You must understand that donors are not only looking for a tool, they are also seeking a relationship. For this reason, you must create a system that allows for a more transparent and meaningful connection with each potential donor.

A simple form often fails to capture the emotional and also the personal connection that many people have when considering charitable donations, especially when they are creating a plan for how their assets will be handled after they are gone. The best way to maximize your impact is to move beyond the simple form, and instead to create a system that allows donors to connect with your mission, your values, and also with your overall goals and objectives. This will not only be more appealing to donors, it will also help to ensure that you are creating a pathway for more meaningful and long lasting gifts to your charitable organization. You must move beyond the simple form, and embrace an opportunity to create a deeper and more powerful connection with all of your supporters.

Wills.com: Going Beyond Forms to Share Your Charity’s Mission

Wills.com understands that planned giving is about much more than just creating a legal document, and that you must also have a system that enables you to connect with people on a deeper level. Here’s how our platform goes beyond simple forms to provide more context and also to create more valuable relationships with your potential legacy donors:

• Detailed Charity Profiles: Wills.com allows you to create a detailed profile that will highlight your mission, values, and specific programs, so that potential donors will have access to all of this valuable information, and will be able to easily see how you are making a difference in the world.
• Compelling Visuals: Your profile on Wills.com can include high-quality images and videos that will help potential donors to see your work in action, and also to better connect with your overall message.
• Impact Stories: You can include powerful stories about the people you have helped, and also about the impact you have made in the community, so that donors will have a personal connection to those who have been changed by your organization’s hard work and dedication.
• Direct Messaging Capabilities: You have the ability to connect with potential donors directly through the platform, giving you the chance to engage with them and to also to show them why your organization is so worthy of their financial consideration.
• Secure Document Storage: With Wills.com all data is stored securely and your potential donors can also rest assured that their information will be protected, giving them a great deal of trust and confidence.
• Easy to Access Information: With Wills.com your organization’s information is readily accessible to all users of the platform, who are actively planning for the future and also seeking ways to make a lasting and positive impact.

By providing a more comprehensive platform for information, you are not only making it easier for donors to include your organization in their plans, but you are also creating opportunities to build more meaningful and lasting relationships with those who share your values, and who also want to see your mission continue to be fulfilled for many years to come.

The Power of Storytelling: Connecting With Donors on an Emotional Level

People give to charities for a variety of different reasons, but it is often the emotional connection that drives the best financial choices and also the highest levels of engagement. Telling the stories of those who have been positively impacted by your organization is one of the most important marketing steps that you can take, and will often have a more powerful impact than any legal or financial jargon. Here’s how you can use storytelling to inspire planned giving:

• Share Personal Testimonials: Include personal testimonials from people who have been directly affected by your mission, which will allow donors to see the actual human impact of your work.
• Highlight Your Success Stories: Be sure to showcase all of your organization’s success stories, and to always demonstrate your value to the community you serve.
• Use High-Quality Images and Video: Use images and videos to tell your story in a more compelling and also in a more engaging way, so that you can show the impact you are making, while also highlighting your organizational values.
• Showcase Your Vision: Share your vision for the future, and help your donors understand how their gift can help achieve your goals and objectives.
• Be Transparent: Share stories that highlight the challenges you have faced and also how you have overcome adversity, and it also shows that you are an honest and trustworthy organization.

By combining a clear message with the power of storytelling, you will be able to connect with more donors on a much deeper level, and also to demonstrate your commitment to serving your community and also your ethical and responsible practices. Make sure that your story is authentic, transparent, and also one that will inspire action and create a desire for others to be a part of your journey.

Building Donor Relationships That Extend Beyond Immediate Donations

A bequest is often an indication of long-term support, and it also should be viewed as the beginning of a very valuable partnership, rather than just a transaction. It is imperative that you take steps to build meaningful relationships with all of your planned giving donors, so that you can continue to engage with them over time. Here are a few ways to build those vital relationships:

• Acknowledge Legacy Donors: Be sure to recognize and thank your planned giving donors publicly, to show that you appreciate their contributions, and also that they are valued as partners with your organization.
• Offer Exclusive Updates: Provide legacy donors with exclusive updates on your work and also provide a view into the real impact of their donations.
• Involve Them in Your Mission: Invite planned giving donors to attend special events or also engage in other important aspects of your organization, to demonstrate that you see them as active members of your team.
• Create a Legacy Society: Establish a formal legacy society where you will be able to recognize those who have chosen to support your organization through their estate planning.
• Personalized Communication: Engage in consistent, meaningful, and personalized communications that will help you to stay in touch with your donors, and also to help you to stay aware of their individual needs.

By building long lasting relationships with your legacy donors, you will be not only securing more future donations, but you will also be creating a network of valuable partners, that will continue to support your overall goals and objectives for many years to come. Remember that a planned gift is an act of great generosity and these donors should be treated as a valuable part of your team.

The Power of a Comprehensive Platform: Wills.com Supports Your Outreach

Wills.com provides you with the complete set of tools and resources that you need to not only solicit legacy gifts, but also to take all of the steps to properly engage with your donors, and to build meaningful connections that will also lead to long term financial stability. With wills.com you will be able to:

• Create Meaningful Connections: You will be able to connect with donors on an emotional level by using the Wills.com platform, which gives them a clear sense of the important work you are doing.
• Showcase Your Mission: You will be able to clearly articulate your values, your goals, and your overall organizational impact, and also to clearly show the ways in which your donor’s gifts will be used for good in the community and the world.
• Increase Donor Engagement: You will be able to create a powerful system for engaging with potential planned giving donors, and also to be present throughout their journey, in a way that feels both natural and valuable.

With wills.com you will be creating an environment that will encourage donors to make meaningful contributions to your organization, and also to feel valued and respected throughout the entire process. Let us be your partner as you navigate this valuable journey towards financial security and long lasting success.

Conclusion

Making the process of planned giving about more than just a form is an important step for charities that want to secure long term funding and also to build strong relationships with their donors. By partnering with Wills.com, you will be able to move beyond traditional methods, and you will also be able to engage with all of your potential legacy donors in a way that is both meaningful and also highly effective. We look forward to being your ally as you take the steps to create a brighter and more sustainable future for your organization, and for your community.