22-05-2025
Epilogue's Online Will Platform Is Helping Canadian Charities Secure More Legacy Gifts
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TORONTO — Epilogue, Canada's leading online estate planning platform, is proud to celebrate Leave a Legacy Month by highlighting the success of its Epilogue for Charities program—a powerful solution that is helping Canadian charities secure more gifts in Wills.
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Through the Epilogue for Charities program, each partner organization receives a custom online Will questionnaire to share with its prospective donors. Embedding a charity's branding and messaging within the Will-making experience enhances donor engagement and leads to Wills that are more than four times as likely to include a charitable gift compared to the national average.
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'Leave a Legacy Month highlights the profound role that legacy giving plays in sustaining our mission,' said Rachel Jacobs, Vice President of Partnerships, Research and Impact at the Lung Health Foundation. 'Incorporating planned giving into our fundraising strategy ensures long-term support for the Lung Health Foundation, allowing us to continue making a difference for generations to come. It's the ultimate act of generosity.'
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Charities that partner with Epilogue also benefit from real-time insight into their legacy gifts through Epilogue's Charities Dashboard. This enables charity partners to track their fundraising efforts and make strategic decisions about future legacy giving campaigns.
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'As online Will platforms increase in popularity, charities will continue to rely on companies like Epilogue to drive the future of legacy giving in Canada,' said Jackie Mersereau, Director, Planned Giving at the Nature Conservancy of Canada. 'Epilogue is an excellent tool to engage our donors and provide them with a simple resource to help them with their individual estate planning journeys. In addition to helping us confirm new legacy gifts, the Charities Dashboard allows us to easily see and track our success.'
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Epilogue's platform ensures that creating a Will with charitable bequests is simple, secure, affordable, and legally robust, taking less than 20 minutes for most individuals. This May, Epilogue invites Canadians to explore how their legacy can make a lasting difference to the organizations that matter most to them.
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'Leave a Legacy Month is an ideal time to highlight how Epilogue is empowering Canadians to support the causes they love,' said Dana Garrod, Epilogue's Manager of Charity Partnerships. 'The success our charity partners are seeing is a great example of how innovative platforms are transforming legacy giving in Canada.'
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