Unlock the future of legacy giving
Everything your team needs to secure more gifts in Wills and strengthen your legacy program.
Planned Giving Goes Digital
More Canadians are creating Wills online than ever before, and donors increasingly expect digital experiences.
Help your supporters take action with customized donor journeys and educational tools that lead to more legacy gifts, all tracked in your own dashboard.
Our Charity Partners
Features
A set of tools and tactics proven to help you generate, manage, and grow legacy gifts.
Legacy Page
A dedicated landing page that makes it easy for supporters to start making their Wills.
Custom Journey
Customize the Will-making experience with your branding, messaging, and gift options.
Exclusive Discounts
Special pricing on online Wills for your valued supporters, staff, and volunteers.
Reporting Dashboard
Track activity, monitor expectancies, and gain insights into your legacy donors.
Marketing Toolkit
Ready-to-use emails and marketing materials to help spread the word.
Ongoing Support
A dedicated point of contact to help with setup, onboarding, and ongoing guidance.
Case Studies
See how Canada's leading charities are using Epilogue to inspire more legacy gifts, engage more supporters, and grow their legacy giving programs.
"If you're serious about reaching donors who might never walk into a lawyer's office, Epilogue is a powerful way to do that. It doesn't replace your existing relationships with advisors. It adds another on-ramp for generosity."
20 legacy gifts
New legacy donors who completed or started a Will naming Toronto Foundation
$2.3M+
Estimated value of legacy gifts identified through Epilogue since launching the program
How It Works
A tailored Will-making journey for your supporters and actionable insights for your team, all working together to help grow legacy gifts.
Legacy Page
Make it easy to get started
Give supporters a simple, trusted path from learning about legacy giving to creating a Will. Your dedicated landing page is customized for your organization and designed to guide donors from intent to action.
Custom Journey
Keep your mission top-of-mind
Increase donor engagement through a custom Will-making journey for your donors that integrates your organization's mission, values, and messaging around legacy gifts.
Reporting Dashboard
Track your legacy gifts, in real time
Move beyond guesswork with reporting designed for legacy giving. Track confirmed and in-progress expectancies, gain insight into your legacy donors, and connect with supporters who choose to share their contact information. Always stay up-to-date with real-time notifications.
Ready to unlock the power of legacy giving?
Dana Garrod
Manager, Charity Partnerships
Whether you're just getting started with legacy giving or looking to strengthen an existing program, I'd be happy to answer your questions and show you how Epilogue works.
[email protected]
Leave your details below and we'll be in touch to learn more about your organization, answer your questions, and explore whether Epilogue could be a fit.
Most organizations are up and running in just a few days. After signing your agreement, you'll upload your logo, a few brand assets, and any legacy giving messaging through our onboarding portal. We'll take care of the rest.
Most organizations are up and running in just a few days. After signing your agreement, you'll upload your logo, a few brand assets, and any legacy giving messaging through our onboarding portal. We'll take care of the rest.
Yes. Approximately 12% of Canadians who create their Wills online include a charitable gift—slightly higher than the national average. Even more importantly, when a charity guides supporters to create their Will through Epilogue, more than 40% choose to include that charity in their Will.
Yes. Approximately 12% of Canadians who create their Wills online include a charitable gift—slightly higher than the national average. Even more importantly, when a charity guides supporters to create their Will through Epilogue, more than 40% choose to include that charity in their Will.
Very little. Epilogue handles the technology, onboarding, donor support, and reporting. The organizations that see the strongest results simply make estate planning a regular part of their donor communications through email, social media, events, and their website.
Very little. Epilogue handles the technology, onboarding, donor support, and reporting. The organizations that see the strongest results simply make estate planning a regular part of their donor communications through email, social media, events, and their website.
Most partners promote their estate planning program through their website, email newsletters, social media, webinars, donor events, and direct mail. We provide ready-to-use marketing materials, campaign ideas, and best practices to help you get started.
Most partners promote their estate planning program through their website, email newsletters, social media, webinars, donor events, and direct mail. We provide ready-to-use marketing materials, campaign ideas, and best practices to help you get started.
Yes—when donors provide their consent. Your reporting dashboard tracks gifts created through your program, and when a donor chooses to share their information, you'll receive their name and contact details so you can thank them and steward the relationship.
Yes—when donors provide their consent. Your reporting dashboard tracks gifts created through your program, and when a donor chooses to share their information, you'll receive their name and contact details so you can thank them and steward the relationship.
You'll have a dedicated contact at Epilogue to help with onboarding, campaign planning, training, and ongoing support. We're invested in helping you grow your legacy giving program over the long term—not just getting you launched.
You'll have a dedicated contact at Epilogue to help with onboarding, campaign planning, training, and ongoing support. We're invested in helping you grow your legacy giving program over the long term—not just getting you launched.
