Personalize Unique and Complex Donor Documents in Minutes.
When donors are ready to take action, you need to be ready as well. Although donors should receive counsel from their own professional advisors, when your organization takes the lead in moving a gift conversation forward it gives you the edge.
We are adding more documents every week so you can automate general, and very unique, planned giving documents.
GiftDocs has made it simple to establish Testamentary CRT’s for those donors interested in leaving their retirement accounts to a charitable remainder trust for their loved ones to continue to lifetime “stretch” or retirement assets. Contact us for a demo.