Great! Let’s make the world a better place by working together. Our process to become a partner is simple. Before we get started, take a moment to read about our planned giving solutions to see which products will fit your organization’s mission and goals.
Pricing for packages is tailored to the size and specific needs of your organization. Products can also be purchased a la carte.
For smaller organizations who want to get started with a planned giving solution that includes an activation link to allow donors to buy life insurance in minutes.
For organizations that are scaling their planned giving efforts and want to financially sustain their mission for generations to come.
Access to everything in the Life & Annuity, plus:
Your digital planned giving solution! For organizations that need access to all essential planned giving tools.
Access to everything in the Life & Annuity and Will Package, plus:
1:1 consulting and account manager
Need to customize your package? Let’s talk more about it…
Please fill out our form to have one of our planned giving specialists reach out to you to schedule a demo
Be the first to get notified when we go live with our will product.