Your charitable trust back office

With our dedicated drafting and administrative support, you'll convert more donors and collect more with less overhead than ever.

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Keep more of your
hard-earned gains
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Valur drafts and administers trusts. You collect the donations.

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?

Do less. Collect more.


Demonstrate the returns

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 handle your donors' affairs

We take care of all of the logistics: Drafting, account implementation, asset transfers, and ongoing administration and accounting.


You reap new donations

Your organization will be hard-coded into Valur-drafted trusts as the charitable beneficiary, guaranteeing long-term returns.

Supercharge fundraising with our white-labeled platform

Help donors choose the right strategy

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.

Financial advisor tools, capital gains, and security

We draft the legal documents

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.

We handle administration and accounting

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.

You collect the donations

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.

How we work with charitable organizations

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 charitable trusts can drive donations

Planning for Income Events

There's a set playbook for eliminating the taxes when your clients sell assets. We'll show you how to advise them well.

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Integrated Tax + Estate Planning

Most clients know they need to do estate planning. But tax planning often turns out to be more lucrative. We'll explain how the two approaches work together.

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How Valur Works with Advisors

We're here to be a resource for you, to help you win and retain clients and to help them succeed. Here's how we do that, from initial inquiry, to client development, to implementing key strategies.

Read more ➞


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.

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