A powerful new referral pathway for charitable will clients

Online will platforms are growing rapidly, including in the charity sector. They can serve a useful role for some supporters, but they are not designed for older clients with multi-faceted assets or complex family circumstances.

The Planned Giving Platform provides charities with a solicitor-first pathway for their supporters, ensuring they will receive tailored, professional advice and that solicitor remain at the heart of charitable legacy planning.

The service is designed to be sustainable, with a charity consortium approach each promoting the network to their supporters and funding a contribution towards an initial consultation. This ensures your time and advice is valued and unrestricted. This is not a free will service.

You can quote relevant services at your usual rate and the client will pay you direct in the usual way.

We ask you to complete a simple pledge form for each client referred through the Platform to help us evaluate the success of the service and report back to charities. All data is anonymised and aggregated. Personal information is not passed onto the charity unless the supporter provides explicit consent.