Planned Giving
Steward
Legacy Gifts With Instil's Planned Giving Solution
Steward bequests and more with the tools to inform and inspire donors considering legacy gifts.
Create Impactful Donor Interactions
Easily enter, store, and access the donor information you need to personalize sensitive conversations and appeals with Instil’s mobile-friendly interface and holistic donor profiles.
Want to Learn More?
Coordinate
With Your Donor’s Network
Keep track of everyone involved in important conversations, including family members, financial advisors, and estate planners, with connected constituent profiles.
Manage
Planned Giving Campaigns
Identify your prospects and track outreach and responses with fully customizable visual workflows that make it easy to gauge progress and determine priorities.
Work Collaboratively
With Centralized Data
Loop in other members of your team, delegate tasks, and share information easily and securely by working from a centralized platform.
Coordinate
With Your Donor’s Network
Keep track of everyone involved in important conversations, including family members, financial advisors, and estate planners, with connected constituent profiles.
Manage
Planned Giving Campaigns
Identify your prospects and track outreach and responses with fully customizable visual workflows that make it easy to gauge progress and determine priorities.
Work Collaboratively
With Centralized Data
Loop in other members of your team, delegate tasks, and share information easily and securely by working from a centralized platform.
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We were looking for a tool that allowed us to have a more holistic approach and understanding of the people in our database. With Instil we can see people as people.
Caitlin Hoover
Development Director | ILRF
See the Instil Difference
See the Instil difference.