Preloaded for Success: How Wills.com’s Pre-populated Database Empowers Your Donors and Your Charity

The Challenge of Ensuring Accurate Information for Charitable Bequests

When potential donors are considering including a charitable bequest in their estate plan, they often encounter many obstacles and frustrations as they struggle to find the correct information about their chosen organization. It can often feel confusing and also difficult to locate an organizations proper legal name, tax identification number, address, and also any other specific information that may be needed to include them in a will or trust. These challenges can often make the whole process feel too daunting for many individuals, which is why charities are often missing out on many potential legacy gifts. Many well meaning donors will simply give up because they can’t easily find all of the correct legal details about your organization, which is why it is imperative that you find a solution to streamline this process, and to make all the information readily available for your supporters. You must not only make it easy to give, but you must also make it easy to find you. Your charitable mission is too important to be missed by those who wish to support you.

While there may be many online search options available to these donors, those tools are also often unreliable or may not provide the most accurate information, which may lead to errors and may also prevent a charity from receiving funds that were intended for them. This is an ongoing problem that must be addressed if you are serious about securing legacy gifts and building a foundation for long term financial stability. By preloading your information into a reliable platform, you are ensuring that all potential donors will have the information they need to connect with your organization, and you are also removing common barriers that can often prevent planned giving from happening.

How Wills.com’s Pre-populated Database Solves This Problem

Wills.com has created a solution to address the problems of inaccurate and hard to find information. We provide you with a pre-populated database that will remove the burden of this complex task and will also provide a more streamlined approach for all. Here’s how this tool will benefit your organization:

• Accurate Information: We preload your organization’s full legal name, address, tax ID, and contact details, ensuring that it is correct and also readily available to donors. This will eliminate any opportunities for errors, and will also give your donors confidence that they have all of the necessary information.
• Easy for Donors: Donors can easily locate and select your organization when creating their wills, without having to spend valuable time searching for accurate information. This will greatly improve the overall experience, and will also increase the likelihood that they will choose your organization as a recipient for their planned gift.
• Seamless Integration: Your organization’s information is fully integrated into the Wills.com platform, and is clearly displayed for anyone who is seeking to include you in their estate plan.
• Reduced Errors: By preloading the information, you are drastically reducing the risk of errors, which means that you are also improving the overall likelihood that your organization will receive all of the donations that have been designated for you.
• Time Saving: This feature also saves valuable time for both donors and charities, making the process more efficient and effective.
• Increased Bequests: By making it easier to include your organization in their will, you will be increasing the chances that potential donors will actually take that step and leave a planned gift for the future.

With this pre-loaded data you are helping to ensure that you will receive all of the gifts you are entitled to, and you are also taking all of the right steps to make sure that you are set up for success, and you are also providing a seamless and easy-to-use system for your all of your donors. You are making a valuable investment into the future by focusing on these details today.

The Power of Accurate Information: Building Trust and Confidence

When you provide accurate and easily accessible information, you are building trust and confidence with your donors, and showing them that you are a reliable organization, that is worthy of their consideration for legacy giving. Here’s how providing easily available information will benefit your organization:

• Demonstrates Transparency: By providing all of your necessary information up front, you will be demonstrating to your potential donors, that you are a transparent and ethical organization, and are taking all of the steps to ensure that the entire process is handled with integrity.
• Builds Credibility: Having accurate information available, improves your credibility, and also shows that you are organized and professional. These are attributes that all donors value and appreciate.
• Provides Assurance to Donors: Donors are more likely to include your organization when they feel confident that their bequest will be handled correctly and that all of their goals will be fully honored.
• Promotes Donor Loyalty: When donors have a positive experience and know they are fully supported, they are also more likely to continue supporting your organization over the long term.
• Reduces Errors: You are reducing the chances of errors in estate planning, which ensures that your organization will be receiving the donations that were intended for you.

By focusing on accuracy and transparency, you will also be building a stronger foundation of support for your organization, and you will also be cultivating long term relationships that will benefit you, your donors, and your mission for years to come. Never overlook the value of integrity, and always be sure you are doing all that you can to build trust with all of your valuable partners and supporters.

How a Pre-populated Database Saves Time and Resources

By eliminating the need for donors to manually seek out your information, and also by using a database that is preloaded with all of your essential details, you will be saving valuable time and resources for your organization and also your potential donors. This will create a more efficient and also more effective approach to soliciting planned giving donations. Here are some other benefits you can expect to see:

• Reduced Staff Workload: Your staff will be freed from having to manually collect and verify donor information, so they will be able to focus their time and energy on other important aspects of your mission.
• Eliminates the Risk of Errors: Eliminate the potential for errors related to data entry, by having all information already loaded into the system, so your donors will not have to worry about making mistakes.
• Increased Efficiency: You will be creating a more streamlined process that enables donors to act quickly and easily.
• Improved Donor Satisfaction: Donors will feel more confident about their decisions when they can easily locate all of the necessary information, and also know that they are supporting a legitimate and well organized organization.
• Greater Transparency: Transparency builds trust, and using a tool like wills.com, that can provide a pathway towards transparency, is also a great method of showing your commitment to honesty and ethics.
• Better Use of Resources: With a more efficient and simplified system you will be better able to allocate your resources to areas that need it the most, and also to maximize the impact of every dollar that your organization is spending.

By taking advantage of the pre-populated database system, you are creating more opportunities to be efficient and also be strategic in all of your financial operations. This is a win-win for both you and also for all of your potential donors. It’s a decision that will save time, improve efficiency, and also set you up for success.

Wills.com: Your Strategic Partner in Planned Giving

At Wills.com, we are committed to providing you with a full suite of tools and resources you need to succeed in the world of planned giving. We are here to be your partners and your advocates as you navigate the complex legal and financial aspects of all of your future planning objectives. By utilizing all of the tools and resources that are available to you, you will be well on your way towards creating a more robust and sustainable fundraising operation, while also making a lasting difference for the community you serve.

Conclusion

A pre-populated database of accurate information is an incredibly valuable resource for any charity that wants to streamline its planned giving process. By partnering with Wills.com you will be making it easier for donors to include your organization in their wills and trusts, while also demonstrating your commitment to ethical and responsible fundraising practices. We are here to be your guide and your partner as you create a new and more effective method for planned giving that is both powerful and lasting. Join us today, to begin creating your pathway towards a brighter future.