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The startup provides online estate planning tools that enable users to create tax-efficient charitable bequests and donations. By offering free, user-friendly resources, the company simplifies the process of making planned gifts and enhances fundraising efforts for charitable organizations.
Updated 2 months ago
Funding
$42.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
BCFunding rounds are not available yet.
Founders
Product
Features
- This company provides nonprofits with a comprehensive fundraising technology platform spanning planned giving, smart giving, and grant acquisition. Their tools simplify complex charitable gifts, enabling donors to easily execute estate plans and make tax-advantaged donations like DAF grants and stock transfers. The platform aims to diversify nonprofit revenue streams by facilitating legacy gifts and high-impact non-cash asset contributions.