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Legacy Giving with adeus

Help supporters plan their legacy. Keep your cause part of the journey.

Give supporters a co-branded place to write their Will, plan ahead and stay connected to your organisation.

Book a conversation

Your brand, carried through the journey.

St Paul’s Girls’ School co-branded landing page YHA co-branded landing page Hymers College co-branded landing page

Choose a card to explore.Swipe to explore.

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Organisations adeus supports

Supporting legacy programmes across England & Wales

  • St Paul’s School
  • Woldingham School
  • Hymers College
  • Tonbridge School
  • Swansea University
  • YHA
  • YMCA Chiltern Group
  • Cranbrook School
  • Ewell Castle School
  • Bradfield College

Open the conversation and keep the relationship growing.

Bring legacy giving into the moment a supporter is planning their Will, then build on that relationship over time.

  1. Start with your community

    Campaign communications in your voice, shared through your channels, invite supporters to plan ahead.

  2. Give your message a place

    A co-branded Will-writing journey includes an optional invitation to leave a gift to your organisation.

  3. Plan the right follow-up

    Quarterly Know Your Donor reports help your team understand engagement and continue each relationship thoughtfully.

Will-writing is available in England & Wales. Wills are written online, then signed on paper with two witnesses.

Know Your Donor

See where supporters are in their journey.

Your quarterly Know Your Donor report includes account holders as well as people who have created a Will, with gift details where applicable.

Know Your Donor reportQuarterly
Illustrative report with fictional supporters, Will creation and gift details
SupporterWill createdGift typeGift
Mei ChanNoNot recordedNot recorded
Asha Patel05 JulResiduary5%
Helen Carter07 JulPecuniary£5,000
David Lewis09 JulResiduary2%
Reports can also include answers to questions agreed with your organisation.Illustrative report. Names and figures are fictional. Gift intentions can change and are not guaranteed.

More than a Will

What your community gets, because of you.

Supporters can return to their Will, store important information and continue planning in one secure place.

The adeus dashboard gives supporters access to My Wills, My Digital Vault, Legacy Planning and My Planning Tools
A place to plan. A reason to keep the conversation going.
My Wills

Create a Will step by step, return to it later and keep approved versions together.

Digital Vault

Keep important documents, wishes, records and personal information together securely.

Legacy Planning

See what you have completed, what still needs attention and what to do next.

Planning Tools

Use calculators and clear guidance to understand estate and legacy planning.

Build a legacy giving programme supporters can return to over time.

Launch a campaign, learn from quarterly reporting and shape what comes next.

See the programme in one minute.This is our fictitious organisation.
  1. Shape the first campaign around your community.

    • Align your brand and audience
    • Build the co-branded page
    • Prepare campaign materials
  2. Take the invitation to your supporters.

    • Review and approve the content
    • Share through your own channels
    • Open the supporter journey
  3. Keep the journey available between campaigns.

    • Your co-branded page remains available
    • Supporters can use their Will and planning tools
    • adeus continues to support the experience
  4. Use Know Your Donor to understand engagement.

    • See named account holders
    • Review Will and gift details where present
    • See answers to agreed questions
  5. Build the next campaign from what you learn.

    • Review supporter engagement
    • Refine messages and timing
    • Run another campaign when you are ready

Built to continue.Your co-branded page and supporter tools stay available between campaigns, while each quarterly report helps shape what comes next.

You bring the relationship.

Your brand, community knowledge and communication channels. Your team reviews the materials and sends the campaign.

We help bring it together.

We prepare the co-branded journey and campaign materials with you, then use the reporting to inform what comes next.

Let’s talk about
your community.

Tell us where you are with legacy giving and what you’d like to build. We’ll explore how adeus could fit.

Book a conversation

Email Jonathan Ng to arrange a time.

Jonathan NgHead of Partnerships

A few practical questions.

Does a supporter have to leave us a gift?

No. The legacy invitation is optional. Supporters decide whether to include a gift and what that gift should be.

Is the Will signed online?

No. For a Will to be legally valid, it must be printed and signed in the presence of two witnesses. Your supporters create their Will online and our team reviews it for clarity. We then provide a downloadable copy with step-by-step signing instructions.

Who is the Will-writing journey for?

The Will-writing journey is for people in England & Wales. We can discuss your community and how to explain the service’s scope in your campaign.

What does our team need to do?

Share your brand materials, tell us about your community and review the campaign content. You send communications through your own channels. We agree the campaign plan and responsibilities together.

What supporter information will we receive?

The example above shows the intended report format. We’ll explain the reporting fields and data-sharing arrangements for your programme before you launch.