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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1.49 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
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
No
Donation Management
No
Employee Assistance Funds
No
Fundraising
No
Goals Tracking
No
Grants / Dollars for Doers
No
Impact Reporting
No
In-Kind Giving
No
Matching Gifts
No
Volunteer Management
No