A New Era for Nonprofit Legacy Giving
In a realm often tangled with paperwork and distant possibilities, Trust & Will has cut a clear, direct path with what they're calling the Featured Nonprofit Program. And I have to say, it's a pretty clever maneuver.
Boost for Mission-Driven Organizations
Harnessing the exact moment when folks sit down with their estate plans, Trust & Will's program promises a windfall for charitable causes looking for sustainable income streams. Those already onboard—a trio like St. Jude Children's Research Hospital, Doctors Without Borders, and Susan G. Komen—aren't just riding the wave; they're setting sails right from the dock, ready to capitalize on intentional giving.
"Every day, people come to Trust & Will to protect the people and things they love most," said Cody Barbo, Co-Founder and CEO of Trust & Will.
Now, that's not just rhetoric. In the mere fortnight since launch, the tune is promising, with a whopping $2.5 million pledged in future gifts. You better believe that's got the nonprofit sector buzzing. This isn't pocket change—the knock-on effect of growing the median bequest from $10K to $15K in 2025 says these legacy stories are no flash in the pan.
Investment in Health, Hope, Humanity
When you look at the partners involved, you might sense some savvy strategic thinking. Health care directives and the emotional tang of estate planning intersect seamlessly here. With 26,000 financial advisors and partners like AARP and Northwestern Mutual in on it, expect this stage to be crowded with prospects.
Scalable Visibility via Digital Platform
No hiding behind stacks of paper anymore—nonprofits have a clean digital dashboard at their fingertips. Real-time alerts on bequests? That's not just tech gimmickry; that's actionable intelligence nonprofits couldn't dream of a decade back.
Cody Barbo isn't shy about it—this digital pivot could integrate charitable giving into the fabric of America's estate plans. Who's gonna argue? With 127 organizations already tapping in, nonprofits expanding into this digital frontier have much to gain.
"By making it easier to include a charitable gift, more people can now help us sustain independent medical humanitarian action," echoed Casey Saunders, Doctors Without Borders.
A Vision for the Future of Charitable Giving
The message is straightforward: elevate planned giving by leveraging momentous life decisions. From Susan G. Komen’s work in breast cancer initiatives to Doctors Without Borders' medical outreach, these are no lightweight stories. The hope? Infuse legacy decisions with enough gravitas that donors find their causes without geographical limits.
Path Forward and Growing Opportunities
Looking ahead, Trust & Will is hinting at a wider range of nonprofits, come 2027. Whether it's scaling the heights of international charities or sowing roots in local grounds, this expansion could carve out opportunities for nonprofits daring to embrace this evolutionary track.
Any nonprofit leader with half a mind toward the future should note the application doors are wide open for the next cohort. Not a bad time to rethink unclaimed donor markets or upscale existing engagements.
So, if you're connected somehow to the nonprofit fabric, don't just watch the dust settle. Get in the trenches and see what this platform shift offers. Who knows? You just might navigate a new tributary in legacy planning.
