Eliminate paper forms to provide develop staff, donors, and professional advisors with a better experience

There is no longer a need for endless rolls of stamps, hands-on review of application information, correcting time-consuming errors on required donor forms. Our team went to work, preparing the most efficient collection of planned giving content in the industry. Today, we are the undisputed leader in customized document automation for gift agreements and other mission-critical documents. Our web-based applications always have the latest online security tools available.