This is what it’s all about:
- The comparison of the websites and services shows that DeinAdieu.ch has the most website visitors and the highest search result ranking for the search term “Write a will”. It offers the will generator at an affordable price, CRM connection, webinars and widgets on lead generation for the organisations’ websites.
- One Swiss association and two companies promise members and subscribers useful services relating to digital legacy marketing. A comparison of these offers shows that according to Zewo in Switzerland, the leading online legacy platform DeinAdieu offers the most comprehensive service.
According to information provided by the company, DeinAdieu is “the first Swiss online portal for an autonomous end of life”.
The offer by moribono.com is “specialised in the development of web applications on Swiss inheritance law and the new Adult Protection Act”.
“Allianz für das Gemeinwohl” aims to “create conditions which enable a significantly larger share of inherited assets to be left to the charitable sector than at the moment.” In order to achieve this, “the association raises awareness amongst the public with a digital campaign and generates contacts for the organisations.”
But how do you choose? Which (digital) solution do you go for?
As part of software evaluations, fundraisers inevitably ask the question: Which legacy marketing platform should I use to efficiently and cost-effectively win over legacies and inheritances for my organisation? This comparison article provides answers to this question and looks at the three previously-mentioned Swiss providers of legacy marketing solutions. As well as digital solutions, they also offer offline services, like events and legal advice.
DeinAdieu.ch is one of the two most important platforms for NGOs
Interesting fact: When NGOs or charitable aid organisations are looking for online platforms operated by third parties, they primarily look at platforms which seem promising for them in terms of contributions from funding organisations or legacies from inheritances. For aid organisations in Switzerland, the key platforms are the charity platform Fundraiso.ch and the legacy marketing portal Deinadieu.ch.
Traditional crowdfunding and donation platforms like Kickstarter, Givengain, Crowdify, Wemakeit or Spendenbuch are not significant to most aid organisations on the other hand. They are targeted at receiving individual donations. This is demonstrated by a study by the Swiss foundation ZEWO called “Digital Donations 2021 (PDF)“.
The ZEWO study proves that, in 2020, the 267 aid organisations in Switzerland taking part in the study received more than double the number of donations via their own websites compared to before the COVID pandemic. As such, digital fundraising is becoming increasingly important in Switzerland and an organisation’s own website is an important tool for collecting donations and legacy fundraising.
Huge potential in the field of legacies and inheritances
Swiss aid organisations received 2.05 billion Swiss francs in donations in 2021. This is demonstrated by ZEWO’s statistics. Of this amount, 220 million francs came from legacies and inheritances left to organisations with a ZEWO seal. 220 million sounds like a lot of money. But the Swiss professor of economics, Marius Brülhart, from the University of Lausanne estimates that the Swiss population leaves behind about 95 billion francs a year in legacies when they pass away. Well below one percent of these legacies are left to Swiss aid organisations. With the right online platform, aid organisations can make use of this potential to win legacies and inheritances cost-effectively and without having to invest much time and effort. But which portals should charitable organisations choose?
The visibility of a legacy marketing platform online is the key factor.
Digital legacy marketing is about the online visibility of a platform. Only platforms reaching high numbers of visitors are an attractive place to generate new donation leads for charitable organisations. An analysis of website visitor figures using the statistics tools Google Analytics and Similarweb.ch shows that:
- DeinAdieu stands out in the comparison of providers with over a million users per year (see table).
- Allianz für das Gemeinwohl reaches less than 5000 visitors a month according to Similarweb data.
- The campaign website weiter-wirken.ch also operated by Allianz is not shown on Similarweb due to its visitor numbers being too low.
- The moribono website is also not listed on Similarweb.ch . However, one thing is clear with moribono: website visitors primarily access their online tools via the customer websites.
Complex price comparison
| DeinAdieu | Allianz für das Gemeinwohl | moribono | |
|---|---|---|---|
| Describes itself as a web portal | Service portal for end users on inheritance law, fundraising tools for NGOs | Raising public awareness, studies for NGOs. | Digital tools for NGOs and financial service providers |
| Price | From CHF 1900 per year | From CHF 990 per year | From CHF 4000 per year |
In a direct price comparison, at first glance, Allianz für das Gemeinwohl appears to come out on top with the lowest “starting price” of 990 francs. This price only applies to relatively small organisations with a total turnover of up to a million francs. Organisations with a total turnover of up to 10 million francs pay an annual membership fee of 3850 francs. When comparing the platform prices, you should also consider the costs in relation to the visitor figures, which can be reviewed independently. That’s because a high level of online visibility comes at a price. Lots of visitors to a platform also means a high lead generation potential.
But what do the competitors charge? moribono AG provides its online software to NGOs and banks and insurance companies starting from 4000 francs a year. moribono CEO Nicole Strausak comments: “The digital tools are integrated directly into the website and adapted to the customer’s design and other requirements. The inheritance calculator, also known as the will calculator, is particularly popular for legacy marketing. As well as an individual calculation of the legal shares and freely available portion, it generates an evaluation PDF including a will template for the next steps.” Other digital moribono tools include the legacy calculator, which calculates your inheritance assets taking into account property law, and a power of attorney configurator. It is used by financial service providers in particular.
With DeinAdieu, an organisation with a total revenue of up to two million francs will pay at least 1900 francs per year. Like with Allianz für das Gemeinwohl, the prices are based on the organisation’s total proceeds but the prices are staggered differently.
A detailed comparison of the 3 services
Web portal comparison
| DeinAdieu | Allianz für das Gemeinwohl | moribono | ||
|---|---|---|---|---|
| Number of website visitors (traffic) end users | Over 1 million users per year (1) | 330 portraits, almost 80 NGO reports (7) |
✅ fewer reports (8) |
❌ (9) |
| Number of NGO profiles | ✅ 200 (10) |
✅ 39 (11) |
❌ | |
| Lawyers/notaries | ✅ (12) |
✅ (13) |
❌ (9) |
|
| Website language | ✅ D/F/I/E (14) |
✅ D/F (15) |
✅ D/F (17) |
|
| Facebook followers | ✅ around 2000 followers (16) |
✅ around 200 followers (17) |
❌ (24) |
|
| Google reviews | ✅ Score: 4.9 (19) |
❌ (20) |
❌ (20) |
|
| Interactive will writing | ✅ (21) |
❌ (22) |
❌ (22) |
Comparison of digital fundraising tools
| DeinAdieu | Allianz für das Gemeinwohl | moribono | |
|---|---|---|---|
| Interactive will writing | ✅ (21) |
❌ (22) |
✅ (22) |
| CRM connection |
✅ ActiveCampaigns & Salesforce, more on request (30) |
❌ (24) |
✅ (23) |
| Quantitative tracking tools |
✅ 14 parameters (26) |
❌ (24) |
✅ (27) |
| Lead generation |
✅ (28) |
❌ (24) |
✅ (29) |
| Page ranking of your own organisation |
✅ (31) |
❌ (24) |
❌ (24) |
| Additional widgets for lead generation |
✅ (32) |
❌ (24) |
❌ (24) |
| White label tools |
✅ (from March 2023) |
❌ (24) |
✅ Adaptation to the organisation’s design and other requirements (33) |
Comparison of additional services for NGOs
| DeinAdieu | Allianz für das Gemeinwohl | moribono | |
|---|---|---|---|
| Legacy fundraising communication |
✅ (34) |
❌ (24) |
❌ (24) |
| Webinars |
✅ (35) |
❌ (24) |
❌ (24) |
| Legacy events for donors |
✅ (36) |
❌ (24) |
❌ (24) |
| Free advice |
✅ (37) |
✅ (38) |
❌ (24) |
| Publication of studies |
✅ (39) |
✅ (40) |
❌ (24) |
Summary
As well as price and online visibility, we need to decide which services are useful to an organisation. Each organisation may be interested in a different solution. The comparison demonstrates that the Swiss market leader, DeinAdieu, offers the most services. The comparatively high number of 200 platform subscribers also shows that the DeinAdieu services are used by the majority of the organisations.
Last updated: 24 January 2023
*All information in the table and text has been compiled according to the best of our knowledge using publicly-available website information. moribono AG and the “Allianz für das Gemeinwohl” association were invited in writing to comment. “Allianz für das Gemeinwohl” did not wish to confirm the correctness of the details. The website operators, EMNA Web AG, and the blog author, Bernhard Bircher-Suits from FundCom AG, do not accept any liability. This text does not constitute advice nor replace the need to individually investigate the specific providers which are mentioned. Changes may be made at any time. Despite taking great care, we cannot exclude the possibility of errors in the content.
(1) Over 1 million users per year (2022, Source: Google Analytics & Similarweb)
(2) Under 5000 monthly users of https://allianzgemeinwohl.ch/, Source: Similarweb; no indexing by Similarweb of weiter-wirken.ch due to low traffic
(3) Traffic is generated on customer websites
(4) Almost 500 legal advice articles, 200 legal FAQs
(5) Three explanatory videos, 12 Q&As, sample versions
(6) No content for end users, all digital tools are legally evaluated
(7) Over 330 portraits, just under 80 NGO reports
(8) 6 video stories
(9) Not available
(10) Over 200 NGO profiles with contacts, images, key data and interactive functions (will writing, free advice)
(11) 39 NGO profiles with contacts, images and descriptions
(12) Almost 60 inheritance law experts can be found via profiles, approx. 30% of which in close cooperation (events) and 20% with free advice for NGOs (internal list)
(13) The website https://allianzgemeinwohl.ch/ mentions collaboration with notaries. There is nothing on the website for end users
(14) Entire tool translated into D/F/I/E, majority of the websites (landing pages, advice, FAQs, reports) translated into D/F/I/E,
(15) Available in D and F;15b: moribono: inheritance calculator in D/F/I/E
(16) Under 2000 followers
(17) Over 200 followers
(19) > 50 reviews etc. from fundraisers
(20) No reviews
(21) Preparation of legally-valid templates
(22) Allianz: No templates can be prepared via the portal; moribono: no templates can be prepared via the portal; moribono: legally-evaluated tools for the organisations’ websites. The will template tool is currently being further optimised with regard to design and user-friendliness
(23) On customer request, this is possible via the interface, XML upload or widget
(24) Not available
(26) Real-time tracking of reach, impressions, clicks, conversions (total of 14 parameters)
(27) Simple evaluations and integration of Google Tag Manager possible
(28) Pushing for leads: email address or personal details are requested. Email address is verified. The lead is automatically qualified (considering traffic source, time, opt-out/data protection etc.)
(29) Not possible to voluntarily provide email address after closing
(30) Connection to Active Campaigns and Salesforce possible, further integrations are pending
(31) Manual page ranking using 14 individual criteria, ranking of all partner organisations
(32) Further widgets generate leads for NGOs: free initial advice, donations in someone’s memory, living will, power of attorney.
(33) The moribono tools can be integrated into the organisation’s website without showing their source (white label approach) and they can be adapted to the organisation’s requirements
(34) Dozens of templates (letters, emails etc.) for donor communication
(35) Regular webinars on the topic of legacy fundraising
(36) Annual legacy events in Zürich, Bern, Basel, Lucerne and Geneva for 30 to 40 NGOs
(37) Around 100 free initial advice sessions provided in the launch year (2022) for potential donors
(38) There is mention of collaboration with notaries on the https://allianzgemeinwohl.ch/ website. There is nothing about this on the website for end users
(39) First large survey of over 120 Swiss NGOs (study on the use of legacy fundraising tools in Switzerland)
(40) Annual study on the topic of “Wills and charitable legacies”
Author: Bernhard Bircher-Suits, FundCom AG (This article was commissioned by DeinAdieu.ch from FundCom.)