Helping Australians leave more than memories

We connect charities with experienced Wills & Estates solicitors so supporters can consider a gift in their Will (a charitable bequest) ethically, professionally, and on their terms.

No obligation to leave a gift • Supporters choose their solicitor • Charities are notified with explicit consent

For solicitors
For charities

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WWF Australia

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Cancer Council NSW

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Garvan Institute of Medical Research

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Guide Dogs NSW/ACT

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Cancer Council VIC

- WWF Australia - Cancer Council NSW - Garvan Institute of Medical Research - Guide Dogs NSW/ACT - Cancer Council VIC

Why this matters

Every year, significant wealth is transferred through Australian estates — yet relatively few Wills include a charitable bequest.

The Planned Giving Platform helps close that gap by making it easier for supporters to access professional advice and make informed decisions.

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How It Works

Two hands exchanging a small black paper heart against a plain background.

A supporter is considering a gift in their Will

A supporter wants to update their Will and is interested in including a charitable bequest.

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They choose a solicitor and request a consultation

The supporter chooses from our participating Wills & Estates firms and books an initial consultation through our platform which is embedded in the charity’s website for a seamless supporter experience. Participating charities contribute a fixed amount towards this consultation.

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The solicitor advises based on the supporter’s circumstances

The solicitor provides independent legal advice (assets, family situation, capacity, tax considerations, and more). The supporter decides what to do next. There is no obligation to include a charitable bequest.

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Consent-led notification and learning

Where the supporter provides explicit consent, a charity may be notified of a pledge. We also provide de-identified, aggregated insights to help charities strengthen bequest giving over time.

Who the Platform is for

  1. Charities seeking an ethical, professional pathway for bequest enquiries

  2. Wills & Estates solicitors who want referral opportunities and a community-minded sector-strengthening model

  3. Supporters who want professional advice when considering a charitable bequest

FAQs

Is this a free Will service?

1

No. Participating charities may contribute towards an initial consultation. Any further legal work is quoted by the law firm at its usual rates and paid directly by the client.

Do I have to include a charitable bequest?

2

No — there is no obligation to leave a gift but we hope you’ll consider it once you’ve looked after friends and family members. Gifts in Wills provide roughly a third of the funding that powers their work.

Will a charity be told what’s in my Will?

3

Only if you give explicit consent for the details of your pledge to be shared, and only limited information is shared for referral/notification purposes. Otherwise your details will be anonymised.

Where is this network available?

4

We are currently piloting in NSW and Victoria but actively recruiting more firms across Australia.