From setup to signed will, in four steps.

Whether you're a nonprofit, a university, or a faith community, LotusGiving works the same simple way. Built for your organization, ready for your supporters.

Live in under a dayNo cost to donors
Set up in under a day

Your organization

Last 90 days
128Wills started
41Bequests confirmed
+19.7%Intent growth
Branded micrositeLive
CRM integrationConnected
Invite campaignScheduled

Step 4 of 6

Leave a gift to a cause

Your organization
Add another cause
Continue
01

Set up your account and brand

Create your LotusGiving account and bring your organization's identity. Built to feel like an extension of your organization from the first screen a donor sees.

02

Customize your microsite

Every organization gets its own microsite, a dedicated, branded destination where your donors land when they're ready to start their will. Share the link anywhere: your website, your email newsletter, a bulletin insert, a class-reunion campaign, wherever your supporters already look for you. Donors who land here never feel like they've left your organization to do this. It's your page, just hosted by us.

03

Integrate with your existing tools

Connect LotusGiving to the systems you already use, so legacy-giving becomes part of your giving flow.

SalesforceBlackbaudBloomerangHubSpotMailchimp
04

Automate your invites

Once you're set up, LotusGiving can automatically invite your supporters to start their will, timed around a giving campaign, a stewardship season, a reunion, or simply on an ongoing basis. Your team sets the cadence once; after that, outreach runs on its own.

app.lotusgiving.com/integrations

Connected systems

Synced
SASalesforce NPSPDonor records · two-way syncConnected
BLBlackbaud Raiser's EdgeBequest intentions written backConnected
MAMailchimpLegacy audience segmentConnected
Connect the systems you already use — no data re-entry.
app.lotusgiving.com/dashboard

Your organization

Last 90 days
96Wills started
31Causes named
$1.4MDocumented intent
Elena MarshNamed your organizationConfirmed
Theo BarrettWill in progress · Step 4 of 6In progress
Nadia FeldStarted from your email inviteStarted
Watch intentions land in your dashboard as supporters finish.

Easy. Simple. Done in 15 Minutes.

lotusgiving.com/will

Step 4 of 6

Leave a gift to a cause you love

Your organization
A second cause
Skip for now
Gift amount10%
Continue
What a supporter sees when they name your cause.
1

They land on your page. Branded to your organization, not a generic legal site.

2

They answer a few plain-language questions. About their state, their family, and what matters to them.

3

They include your cause, if they choose to. A few clicks, no separate process.

4

They sign, and it's done. A legally sound will, completed in about 15 minutes, at no cost to them.

The four steps stay the same. What changes is what fits your organization.

For Nonprofits

Legacy giving made accessible for organizations of any size.

For Universities

Turn alumni loyalty into lasting support, with tools built around class years and advancement teams.

For Faith-Based Organizations

Help your congregation extend their generosity into a lasting legacy.

Planned giving background
Easy
Simple
Accessible

See all four steps in action.

Request a demo and we'll walk through how we can make it easier for your donors.

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