SUPPLIER TEAM OF THE YEAR

Safewill Pty Ltd

Nominated by Plan International Australia

Safewill is a simple, affordable, and accessible online Will-writing platform that launched in 2019. Digitising the Will-writing process has allowed Safewill to seamlessly integrate bequests into their platform, helping charity partners to acquire, nurture and track gifts in Wills accurately to forecast bequest revenue based on real Will data.

Finalist

Plan International Australia (PIA) engaged Safewill two years ago dramatically enhancing the way they approach and execute gifts in Wills acquisition. PlA now have a long-term, sustainable, and predictable, profitable funnel of future income which was previously challenging to quantify and forecast. The Safewill team operated as a true partner helping PIA create and optimise bequest campaigns to maximise ROI. PlA was one of the first charities in Australia to bulk purchase digital Wills on behalf of our donors.

This resulted in 151 subsidised Wills written by PIA supporters. This was also beneficial for supporters, who could access high-quality estate planning for free. Now 108 bequests have been acquired through the partnership comprising 73 estate gifts and 35 specific gifts.

The expected future value of the partnership is just under $2,850,000, delivering 46x ROI. This is especially remarkable due to the younger-skewed demographics of Plan’s donor base – a group typically difficult to prospect for bequests. The convenience and accessibility of Safewill’s digital-first product saw PIA succeed in this area.