Many donors are turning to online services to help them complete their estate planning documents. Daniel Goldgut will lead a discussion which will provide you with some practical information about what clients are thinking about and experiencing when it comes to this process. Charities are also using online wills as a way to bolster their planned giving strategies.
Biography:
Daniel Goldgut is co-founder and CEO of Epilogue Wills, Canada’s leading online estate-planning platform. A former tax and estate-planning lawyer, he co-founded Epilogue in 2019 to make Wills and Powers of Attorney simple, accessible, and affordable.
Since 2022, Daniel and his team have helped charities across Canada strengthen planned giving by integrating online Wills into fundraising. Epilogue is proud to work with organizations such as World Vision, the Canadian Cancer Society, Greater Vancouver Food Bank, and BC Cancer Foundation to help them grow legacy gifts.
He regularly speaks at industry events about modernizing planned giving in a digital world.
