What to Expect After Your Charity Page Is Live

 

We’re thrilled to partner with you to simplify and digitize planned giving!

#1. Activate

When you receive your Charity Page link or login information, the Willfora service is live for you. The only piece needed on your part in this process is to begin reviewing your plans for launching to your donors and logging into the dashboard.

#2. Customize

Before you launch to your donors, you’ll want to ensure that you’re happy with what you’re sending . In this phase, you’ll make customizations to your Charity Page, learn about the ways you can integrate Willfora into communications that make sense for your organization through our video library, and work with your marketing team to begin creating content to promote Willfora and Wills as a whole to your donors. 

#3. Launch 

In this last phase, start leveraging your communications to target the right donors and create a compelling call-to-action that makes creating a Will and leaving a gift to your cause hassle-free for donors. 

More tips for using the Help Centre:

For charities with dashboard access, here's how to activate your account:

To start using your dashboard, set your password first by typing in your email here: https://sync.willfora.com/password/reset  

Once you've set the password, you can log in from then on here: https://sync.willfora.com/login

Please also ensure that you keep your login confidential and do not share passwords. If you want to add any other team members, please send me their information, and we can add them as an additional user.