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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

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