Charity Bequest & Legacy Partnership Solutions

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Charli, Evaheld AI guide

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Partner Solutions
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Charities & Bequests

Strengthen donor relationships with transparent legacy documentation

Donors can outline bequests, store will details, attach messages and record personal motivationsโ€”creating clarity and reducing uncertainty for families and charities.

Bequest GrowthDonor LegacyCharity Partnerships
Charli, Evaheld AI guide

Charli

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Your Digital Vault

Increase Bequest Transparency and Donor Confidence

Evaheld helps donors store will details, record intentions and leave messagesโ€”supporting clarity and strengthening charitable bequest relationships.

My Story & Legacy

Donors record motivations, values and personal reflections.

"Would you like to explain your bequest intention?"

Health & Care

Relevant directives and care notes stored alongside donor details.

"Shall we save your care preferences?"

Essentials

Bequest information, will details and supporting documents secured.

"Upload your bequest document or instructions."

Connections & Rooms

Family and Charity Rooms for transparent communication.

"Would you like to share your bequest details?"

Partnership Benefits

Simple Steps That Increase Bequest Confidence & Completion

Evaheld helps donors document intentions, share legacy messages, and securely attach supporting documents โ€” increasing bequest follow-through and reducing administrative uncertainty for charities.

Clarify Donor Intent Quickly

Charli guides donors to express wishes, motivations and bequest intentions โ€” giving charities a clearer understanding of donor goals.

Bequest intentMotivationBeneficiaries

Donors Attach All Required Files Easily

Upload will extracts, legal notes, instructions and personal messages for your charity โ€” reducing risk of confusion during estate processing.

Enable Secure Sharing With Charity Teams

Donors can selectively share their bequest intentions, or automatically notify your charity upon their passing.

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HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

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AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

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COLLABORATIONS

Our Partners

Trusted by families, professionals, and care organisations across Australia.

Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.