A solicitor-led referral pathway for clients considering charitable bequests
Online Will platforms are growing, including in the charity sector. They can suit some clients, but they are not designed for people with complex estates, blended families, business interests, or capacity considerations.
The Planned Giving Platform keeps solicitors at the heart of ethical bequest giving by connecting supporters with independent Wills & Estates advice.
Solicitor-first: clients receive independent legal advice and choose the firm
Charity-funded contribution: participating charities fund a fixed contribution towards an initial consultation
Not a free Will service: further work is quoted and paid in the usual way
Privacy protected: charities are notified only with explicit client consent
Simple evaluation: de-identified, aggregated reporting supports sector learning
How the referral works
1) A supporter requests a consultation
A supporter approaches a participating charity and requests an initial consultation through the Platform pathway embedded on the charity’s website. You’ll receive a notification for any new enquiries.
2) The charity funds a fixed contribution to the initial consultation
A participating charity funds a fixed contribution towards the initial consultation fee. Some firms may also choose to discount or waive fees.
3) You advise as normal
You provide independent legal advice based on the client’s circumstances. The client decides what to do next. There is no obligation to include a charitable bequest but we hope the client will consider it.
4) Consent-led outcomes and reporting
Where the client provides explicit consent, a charity is notified of the pledge. Otherwise, outcomes are recorded only in de-identified, aggregated reporting.
What we ask of participating firms
For each referral, we ask you to complete a short outcome/pledge form so we can evaluate impact and report back to charities using de-identified, aggregated data. Personal information is not shared with a charity unless the client provides explicit consent.
There is no cost to join the Platform.
Piloting in NSW and Victoria. Interested from other states? Register your interest.