Simplify your giving program to boost fundraising. Planned giving attracts more donors, strengthens relationships, and unlocks bigger contributions.
Get in touch to learn how MyAdvocate fits into your planned giving strategy.
Help your donors protect and plan for their families' future while gaining legacy commitments through a will or trust-based estate plan. All our plans include financial and medical powers of attorney.
MyAdvocate is capable of serving a diverse range of donor needs, including blended families, special needs beneficiaries, inheritance distributions over time or with added controls, caring for a pet, and more.
Less than 66% of Americans have an estate plan. Reach out to offer your donor base a valuable and much-needed service.
Gain valuable insights on donor commitments and high value donors.
Document designed by top estate planning attorneys to communicate your donors' wishes.
One of the most cost effective ways to build and grow your planned giving efforts.
No complicated contracts or hidden fees. Accelerate your planned giving efforts today.
Name a guardian for your minor children, distribute your estate equally among family members, and determine who makes medical and financial decisions when you can’t.
Everything included in our Simple Will Plan, plus the ability to leave specific assets to whoever you like and customize how and when they receive them with increased control.
Donors clarify objectives and select the Estate Plan that is right for them through our assessment. They can update or upgrade their estate plan anytime without losing any work.
Answer straightforward questions to complete their Estate Plan. Each question has video and text support making it easy to understand. Your Nonprofit will be prefilled as an option. Once they finish each section, they review their decisions using our visual diagrams.
If they have detailed a gift to the Nonprofit, the price of their documents will be subsidized. Donors then print and sign documents with a notary to make them official.
Provides donors with financial and legal tools to protect their family and minimize the costs and conflict associated with estate administration.
Provides donors the means to protect and provide for their family’s future by designating guardian(s) and choosing who will inherit their assets and personal property.
Ensures your donors are taken care of in an emergency by providing them with the tools to name an agent to handle their money and property when they are incapable.
Make it easy for donors to create a living will and select a healthcare agent to make medical decisions on their behalf when they are unable.*
Provide donors with ongoing access to estate planning tools and education ensuring their plan stays up to date and meets their circumstances.
Your donors don't need to speak legalese. All our estate planning documents come with visual diagrams, making their estate plan easy to understand.
We make planned giving easy by providing donors with the right tools to bequest cash, stock, and other assets to your nonprofit.
Your donors are guided through the estate planning process with text and video support at every step. If they have more questions, our support team is there to help.
We customize our engagement to meet your planned giving objectives by offering a range of engagements, from lightweight donor discounts to strategic donor initiatives.
I feel so much better now that I have this completed!!
I was hesitant to plan my estate on an online platform. The website was very easy to use. The videos that explain each section were very helpful. I was really able to email for my additional questions. The gentleman that helped me via email was very patient and helpful. I highly recommend this website. I am happy to know that my children will be able to inherit what i have worked so hard for my whole life.
Excellent and easy way to get estate planning done.
I highly recommend MyAdvocate as an estate planner.The tutorials and explanations as you answer questions are very informative, easy to understand and navigate through the site. Myadvocate.com is efficient, flexible, and affordable.I will be sharing this with all my family, friends.
Exceptionally Easy and Thorough
Exceptionally Easy and Thorough - I was thrilled to find a way for me to create my estate plan at my own pace. MyAdvocate walked me through all of the steps and it gave me the options I needed. Highest recommendation!