Legacy giving that fits the tools you already use.

LotusGiving connects to your advertising, your CRM, and everything in between, so a new bequest intention shows up where your team already works.

Google Ad Grants & trackingWebhooks and Zapier

Google Ad Grants & tracking

Eligible nonprofits receive free Google search advertising every month. LotusGiving gives that spend somewhere useful to land: your will builder. Conversion tracking is wired up for you, so you can see which searches actually turn into wills started and bequests confirmed.

Campaigns pointed at your will builder

Grant traffic lands on your branded legacy page instead of a generic donation form.

Conversion tracking, already configured

Wills started, causes named, and intentions confirmed report back as conversions.

Reporting you can hand to your board

See cost per will started next to the value of the intentions it produced.

app.lotusgiving.com/integrations/google-ads

Google Ad Grants & tracking

Conversions tracked
$8,240Grant spend, last 30 days
1,912Clicks to your will builder
87Wills started from ads
Search termClicksWills
free will online61234
leave a gift to charity in my will41826
animal charity legacy gift29718
what is a bequest1859
Grant spend, clicks, and the wills each search term produced.

Webhooks and Zapier

Push real-time donor data to thousands of apps, including Salesforce, Raiser's Edge, and Mailchimp. Every will started, cause named, and intention confirmed can fire the moment it happens, so your records stay current without a manual export.

Real-time events

A webhook fires the instant a donor names your organization, with the donor record and designation attached.

Thousands of apps through Zapier

Connect LotusGiving to whatever your team already runs, without writing a line of code.

Your CRM stays the source of truth

Salesforce, Raiser's Edge, Mailchimp and others receive the same record your team is working from.

app.lotusgiving.com/integrations/webhooks

Webhooks & Zapier

Real time
POST /your-endpoint{ "event": "bequest.confirmed",
  "donor": "Marguerite Alvarez",
  "designation": "10% residual" }
SASalesforceCreates a legacy opportunityLive
RARaiser's EdgeUpdates the constituent recordLive
ZAZapier3 active zapsLive
Every confirmed intention fires the moment it happens.
app.lotusgiving.com/integrations

Connected systems

Synced
MAMailchimpLegacy donor audienceSynced
HUHubSpotContact propertiesSynced
GOGoogle AnalyticsWill builder eventsSynced
Connected systems, syncing without a manual export.
Planned giving background
Easy
Simple
Accessible

Bring legacy giving into the systems you already run.

We'll walk through your CRM, your advertising, and what a connected setup looks like for your team.

Request a Demo
Compliant in all 50 states. At no cost to your donors.