Next Steps to Integrate Willfora into Your Planned Giving Strategy

Welcome to Willfora! We're excited to partner with you to uncover new generosity through legacy giving.

To help you get started on Willfora, we’ve outlined the onboarding process in the following steps:

The Next Steps:

Website Integration:

1. Approval and Listing: Secure approval to list and link Willfora on your website.
2. Optimal Placement: We'll assist you in identifying the best spots on your website for a Willfora call to action.
3. Implementation: Work with your web/IT team to add a button and text linking to Willfora on your legacy pages.

Marketing Resources:

1. Resource Access: Utilize our marketing resource folders, which include ready-to-use copy for announcing your partnership with Willfora, examples of successful integrations by other charities, and a variety of email templates for your communication plans.
2. Help Center: Refer to our comprehensive Help Center for any additional support.

Book an Onboarding Call

Personalized Support: Schedule an onboarding meeting with your customer success manager to dive deeper into integration, implementation and any other specific questions. We tailor this meeting to your organization’s specific needs.

The Willfora Onboarding Journey

To help you understand the Onboarding Journey, we've broken down the process into three main phases: Integration, Activation and Optimization. Below is a simplified customer journey of what to expect:

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