The largest intergenerational wealth transfer in history—an estimated $84 trillion—is currently underway. However, most nonprofit websites bury their planned giving information in an obscure PDF or a confusing legal page full of jargon.
A well-architected legacy giving and bequest website section transforms planned giving into an approachable, inspirational journey: offering downloadable sample will language, interactive estate calculators, and integration with online will-writing tools.
"A legacy gift is often the largest contribution a supporter will ever make. The digital experience must feel dignified, legally transparent, and easy for estate attorneys to navigate."
Essential Components of a High-Impact Planned Giving Section
1. 1-Click Sample Bequest Language
Provide clear, copy-pasteable legal language containing your exact legal 501(c)(3) name, Tax ID (EIN), and registered address for donors and estate attorneys.
2. FreeWill & Online Estate Planning Integration
Embed seamless integrations with platforms like FreeWill or Giving Docs, allowing supporters to create a legally valid will and name your charity in under 20 minutes.
3. Non-Cash Giving Guides (IRA QCDs & Appreciated Stock)
Provide dedicated instructional pages for Qualified Charitable Distributions (QCDs) from IRAs and DTC stock transfer instructions.
4. Confidential Legacy Society Inquiry Forms
Build secure, low-pressure notification forms where donors can discreetly notify your development team that they have included your charity in their estate plans.
Ready to elevate your planned giving digital experience?
Web4Cause designs dignified, accessible planned giving and bequest sections that inspire transformative estate gifts.
Design Your Legacy Giving Section