Nonprofits face an ongoing challenge in maintaining consistent funding to support their missions. Annual giving, while essential, often fluctuates due to economic conditions, donor preferences, and unforeseen events. These ebbs and flows can create operational disruption and jeopardize long-term plans. To counteract this instability, nonprofits increasingly recognize the importance of planned giving programs—a sustainable approach to securing future funding. However, implementing such programs can be daunting without the right tools and expertise.