The startup offers an online legacy planning platform that provides tools for creating bequests in wills, adjusting beneficiary designations, and facilitating stock donations. This service enhances the planned giving process, ensuring that donors can effectively manage their estate and support their loved ones.
Funding
$530K 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.
Founders
Product
Problem
Many individuals lack access to user-friendly tools and resources for comprehensive estate planning, making it difficult to create bequests, manage beneficiary designations, and arrange stock donations. This can lead to inefficient planned giving and missed opportunities to support loved ones and charitable causes.
Solution
Giving Docs provides a digital platform designed to simplify and amplify planned giving for both individuals and organizations. The platform offers tools for individuals to create comprehensive estate plans, including bequests in wills, beneficiary designations, and stock donations. For organizations, Giving Docs helps scale their planned giving programs by providing resources to inspire donors and facilitate the planned giving process.
Target Audience
The primary audience includes individuals seeking to create or update their estate plans and nonprofit organizations aiming to scale their planned giving programs.
Features
- Online estate planning tools for creating wills and managing bequests
- Platform to adjust beneficiary designations across various accounts
- Facilitation of stock donations for tax-efficient giving
- Resources and support for planned giving
- Integrates with nonprofit organizations to streamline legacy gifts