The individuals listed in the “Contacts and Gift Details” table include:
- Trust & Will members who have planned donations to your nonprofit organization in their estate plans.
- Users who have joined the Trust & Will by your recommendation (by clicking a referral link you provided to them), but have not yet planned a donation to your organization.
The Contacts and Gift Details table provides as much donor information as we are able to provide, given the donor’s privacy settings. The Portal provides updates for the following:
- Donor name
- Donor email address
- Donor home state
- Estate plan type
- Planned gift information