In your Trust & Will portal, you’ll see a “Copy Referral Link” button on the right side of the page.
Here are some ways in which our partners share these referral links with their supporters:
- Send links out in email or social media campaigns.
- Embed them on web pages focused on planned giving.
- Contact individual donors directly.
When someone in your network clicks your custom referral link, we will apply a discount during their checkout process. The discount amount is based on your partnership agreement with Trust & Will. As they work their way through our estate plan, we will prompt them with a suggestion to leave a planned gift to your organization.
You will be able to track their progress in your portal as soon as they create their Trust & Will account.
If you’re looking for specific suggestions related to outreach, this Nonprofit Email Guide will help you craft the perfect email to promote Trust & Will services to friends and supporters of your organization.