Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Empower your employees to be the storytellers of your organization's impact by embracing corporate charitable giving. Our platform simplifies the process with automated, rules-based charitable matching, comprehensive reporting, and streamlined administration. You can support an unlimited number of matching gifts to over 1.4 million verified charities worldwide, all without the hassle of paperwork, through a single, consolidated monthly payment. Choose specific charities for fundraising initiatives or let us recommend thoughtfully selected causes that emphasize purposeful giving. Additionally, you can issue stipends of charitable funds to enable employees, customers, or employee resource groups (ERGs) to allocate your philanthropic resources where they feel it can make the greatest difference. We will provide you with detailed data on engagement levels, participation rates, total donations, and the most supported organizations. Utilize these insights to strengthen your organizational culture and enhance your brand identity. Furthermore, our compliance technology ensures that there's no need for you to verify employee contributions or check the charitable status of recipient organizations, allowing you to focus on making a positive impact. The ease of our platform makes it simple for everyone involved to contribute to meaningful causes.
Description
Wealth Docx Complete is a versatile cloud-based software designed for attorneys to draft estate planning documents conveniently from any location and device. This innovative platform features interactive templates suitable for creating both simple and intricate wills and trusts, alongside an extensive range of solutions for charitable planning, asset protection, and retirement needs. Among its key offerings are personalized document drafting options, guided interviews for tailored documents, and scenario-specific design templates that accommodate various fact patterns. The software also ensures users benefit from automated updates that reflect the latest legal terminology and features, alongside state-specific documents that integrate preferred provisions or necessary statutory references. Additionally, it provides essential ancillary documents such as durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Moreover, it includes comprehensive charitable planning solutions, which cover testamentary charitable trusts and private foundations. Other supporting documents available through the software are pour-over wills, powers of attorney, and property agreements, making it a robust tool for estate planning professionals. This makes the software not only user-friendly but also a comprehensive resource for all estate planning needs.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1.49 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Charityvest
Founded
2016
Country
United States
Website
www.charityvest.org/for-workplaces
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
Product Features
Employee Giving
Corporate Giving
Donation Management
Employee Assistance Funds
Fundraising
Goals Tracking
Grants / Dollars for Doers
Impact Reporting
In-Kind Giving
Matching Gifts
Volunteer Management