Gifts in Wills (charitable bequests) can be transformational. The Planned Giving Platform gives charities an ethical, solicitor-led pathway to help supporters access independent legal advice when they’re updating their Will.
Supporter-led: supporters choose the solicitor and receive independent advice.
Ethical and compliant: based on proven UK program which promotes choice and independent, tailored advice reducing risk of undue influence.
Charity-funded contribution: participating charities contribute a fixed amount towards an initial consultation ensuring this is a sustainable service which values tailored professional advice.
Consent-led: charities are notified with explicit supporter consent to support ongoing stewardship.
Learning loop: de-identified, aggregated reporting to strengthen bequest strategy over time
How the Planned Giving Platform helps charities grow bequest giving
How it works for your charity
1. You add the referral pathway to your website
Supporters can request an initial consultation through a booking pathway embedded on your site for a seamless experience.
2. Your charity contributes a fixed amount to the initial consultation
Promote the solicitor network within your bequest campaigns, with a charity-funded fixed contribution towards the supporter’s initial consultation. Any further work is quoted by the law firm and paid directly by the supporter/client (unless the firm chooses to discount or waive fees).
3. You receive consent-led outcomes and insights
Where a supporter provides explicit consent, your charity may be notified of a pledge to enable onward stewardship and recognition. Otherwise, outcomes are recorded in de-identified, aggregated reporting.
Safeguards (important)
No obligation for a supporter to include a charitable bequest
Supporters choose the firm and receive independent legal advice
Charities are notified only with explicit consent
The Platform is designed to support ethical bequest fundraising and protect supporter privacy
Why charities join
Remove barriers to advice: your charity can help cover part of the initial legal cost so supporters can get the right guidance.
Protect your organisation: a clear referral pathway helps staff avoid difficult “advice-like” conversations and reduces perceived pressure.
Improve supporter experience: a professional option for supporters with complex estates, blended families, businesses, or capacity considerations.
Build confidence and consistency: clear consent, privacy, and a repeatable process across teams and campaigns.
Where we’re operating
We are currently piloting in NSW and Victoria with founding charities and solicitor partners, and we are actively recruiting additional firms and charity partners.
Want to understand eligibility, set-up, and supporter communications? Contact us.