We’re standing on the edge of something historic. Over the next 25 years, more than $84 trillion will change hands in what economists are calling the Great Wealth Transfer. Of that, an estimated $9 trillion will flow to charitable organizations through planned gifts alone.
That’s a staggering opportunity. But here’s the catch: only the nonprofits that are ready will benefit. Now’s the time to reach out and seize it before it slips away.
The reality is that most organizations aren’t positioned to capture their share of this capital. Donors are already making estate planning decisions that will shape philanthropy for decades. Those who wait to think strategically about planned giving risk being written out of the story.
That’s where Giving Docs comes in.
Watch the video below to hear how Giving Docs is helping nonprofits get ready for the greatest wealth transfer in history.
Purpose Built for Planned Giving Success
As Giving Docs’ Co-Founder and President Brantley Boyett explains in the video, nonprofits are choosing Giving Docs because we do one thing and we do it exceptionally well: online estate planning for nonprofits.
Our platform is designed specifically for mission-driven organizations to enable them to:
- Capture planned gift intentions quickly and affordably
- Grow their pipelines of gifts under management
- Build long term donor relationships with trust and authenticity
With Giving Docs, you don’t have to reinvent your planned giving strategy from scratch. You get a white-glove, bespoke solution that fits seamlessly into your existing donor engagement efforts. Our team of planned giving professionals brings deep expertise to every relationship, helping you market effectively, reach the right donors, and stay focused on what matters most: advancing your mission.
Exclusivity That Works in Your Favor
Unlike other platforms, Giving Docs is available exclusively through nonprofits. That means your donors, alumni, patients, and volunteers experience estate planning as a benefit, not a sales pitch.
We don’t market directly to consumers or dilute focus across industries. Instead, we elevate your brand, your mission, and your donor experience at every step. And donors notice. Over 70% of those who create a planned gift through Giving Docs choose to disclose their information to the nonprofit. That means real stewardship opportunities and genuine donor relationships that last.
A Moment You Don’t Want to Miss
Right now, your donors are writing their stories for the next generation. The question is: will your organization be part of those stories?
There’s a limited window to position your nonprofit for this unprecedented wealth transfer. Nonprofits that move decisively today will capture their donors’ attention, loyalty, and legacy commitments. Those who hesitate could find themselves looking back on what could have been.
Secure Your Place in the Great Wealth Transfer
At Giving Docs, our purpose is clear: to help nonprofits thrive in their planned giving, grow relationships, and save time. Now’s the time to act. Let’s make sure your organization doesn’t just witness the Great Wealth Transfer, it participates in it.
Get your organization in the game now. Schedule a demo today and see how Giving Docs can help you build your pipeline of planned gifts and your future.
