STREAMLINE
Fundraising is a necessary, if painful, part of being a public-minded organization. Charitable trusts are a powerful tool to access funding, but they traditionally required organizations to stand up a legal function — a cost center. No longer. With Valur's white-labeled tools, your donors can design and establish their trust, and we'll take care of the administrative overhead, so you can focus on your mission.
Why Valur?
Use our best-in-class calculators and reporting to show potential donors how much better they and your organization will do with trust planning.
We take care of all of the logistics: Drafting, account implementation, asset transfers, and ongoing administration and accounting.
Your organization will be hard-coded into Valur-drafted trusts as the charitable beneficiary, guaranteeing long-term returns.
Start with our easy-to-use online calculators, customizable scenario planning, and personalized reports to help donors understand the benefits of charitable trust planning — for them and for you.
Take donors from idea to execution — legal documents in hand and assets transferred — in as little as 30 minutes with our fully integrated, white-labeled platform. Onboarding is a breeze, and our smart decision engine, which helps you and your donors identify the right specific strategy, is built into the process.
Valur handles account administration while you do what you do best: deploying funds. Our dedicated back-office team takes care of trust accounting and tax filings and works with the donor to plan distributions to optimize returns for them and your organization.
Trusts drafted on our white-labeled platform include your organization as the designated beneficiary by default. This guarantees that you will receive the promised benefit of working with the donor and Valur.
Our tools are simple but effective, and the benefits are huge. We'll work with you and your donors from beginning to end.
We take your donor's inputs — where they live, what assets they are planning for, their family situation, and liquidity needs, among others — and explain the potential solutions.
Our platform and support team handles all the onboarding, paperwork, asset transfer, trust accounting and tax fillings
We take care of ongoing needs, including trust administration, accounting, and filings, ensuring that the required funds are left for the charitable beneficiary.
HOW IT WORKS
Donor interest in charitable trust planning is at an all-time high. Take advantage of this demand without the usual hassle of trust management. Get in touch here to learn how Valur can help you.
Join 1,000+ NONPROFITS AND CLIENTS Who trust Valur
Join 1,000+ founders, employees, and investors Who trust Valur
