Most charity bequest programmes rely on supporters taking the initiative - finding a solicitor, arranging a consultation, and navigating the process largely on their own. Many never get there. The Planned Giving Platform gives your supporters a clear, professional pathway to independent legal advice, embedded directly in your own site, supported by your charity, and managed entirely by us.
Why it matters for your programme
Gifts in Wills are the highest-value income stream available to most charities, yet the gap between supporter intent and action remains stubbornly wide. Research by Cancer Council NSW found that more than half of supporters needed to write or update their Will, one in two were unsure how easy it was to include a bequest, and one in ten specifically wanted trusted law firm recommendations.
The platform is built to close that gap - not by pressuring supporters, but by removing the practical barriers that stop good intentions from becoming completed wills.
See what your supporters will see
How it works for your charity
You add the referral pathway to your website. The Platform provides a branded solicitor finder tool that sits within your existing Gifts in Wills pages. Supporters never leave your site. There is no complex integration - for most charities, setup takes a week.
Your charity funds a fixed contribution to the initial consultation. When a supporter books a consultation through the Platform, your charity contributes a fixed amount towards the consultation. Any further legal work is quoted by the solicitor and paid directly by the supporter in the usual way. There are no hidden costs and no ongoing contractual commitments.
Your receive consent-led outcomes and programme insights. Where a supporter provides explicit consent, your charity is notified of a pledge and can begin stewardship in the normal way. All other outcomes feed into de-identified, aggregated reporting - giving your team meaningful data to strengthen your bequest programme over time.
This is a demonstration of the solicitor finder tool. The network shown includes development listings - not all firms displayed are current partners. To see the live network, contact us.
This is an example of how the tool appears embedded within a charity’s Gift in Wills page. Supporters choose a firm, request a consultation, and receive confirmation, all within a single seamless journey. We will match your branding - the Platform manages everything behind it.
The safeguards that matter
The model is designed to protect both your supporters and your organisation.
Supporters choose their own solicitor and receive fully independent legal advice. There is no obligation to include a charitable bequest, and no pressure to do so. The solicitor’s professional duty is to their client, not to your charity.
Your charity is notified of a pledge only where the supporter provides explicit consent. Otherwise, outcomes are recorded in de-identified form only. The model is based on a programme that has operated in the UK for over two decades without a contested will arising on grounds of undue influence.
Why charities join
Charities join the Platform for different reasons, but the most common are these.
It removes a genuine barrier for supporters. Covering the cost of an initial consultation takes the hesitation out of the first step — particularly for supporters who are asset-rich but cautious about legal fees, or who simply do not know where to start.
It protects your organisation. A clear, managed referral pathway means your staff and volunteers never find themselves in a conversation that edges towards advice. That boundary matters, and the Platform enforces it structurally.
It improves the supporter experience. For supporters with complex estates, blended families, business interests, or capacity considerations, an online will tool is not adequate. The Platform ensures those supporters have access to the professional advice their situation requires.
It gives you data you would not otherwise have. The consent-led notification system and aggregated reporting mean your programme learns over time - which campaigns drive referrals, which cohorts convert, and where the friction points are.
Where we’re operating
The Platform is currently piloting in NSW and Victoria with five founding charity partners and a growing solicitor network. We are actively recruiting additional firms across both states and will be expanding into QLD.
Charities outside NSW and VIC are welcome to make contact now. Several organisations are already registered ahead of the national rollout
Ready to explore whether the Platform is right for your charity?
Book a 30 minute call or contact us with any questions