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Planned Giving Marketing Solutions

Whether you need a simple planned giving website, a full suite of marketing tools, or a turnkey system to educate your prospects, board, and team, you’ve come to the right place.


Legacy Plus

Legacy Pro

Legacy Pro Advantage

Just getting into Planned Giving?
Start here.
Just need a website?
This is your industry-standard choice.
Marketing, outreach, team building and educational resources. [download spec sheet]
Online Tools Outreach Online Tools Outreach Online Tools Outreach
100% branded website None 100% branded website None 100% branded website Postcards, brochures, ads
Over 12 gift plans covered   Weekly tips   Weekly tips Royalty-free PG content
Four customizable pages   Planned giving calculators   Planned giving calculators Royalty-free "filler" financial articles
    Financial Calculators   Financial Calculators Estate planning guide
    Interactive Plan-a-Gift   Interactive Plan-a-Gift Marketing Guide
    Social media integration   Social media integration Planned giving education
    Twelve customizable pages   Landing pages for e-marketing Pocket Guides for Fundraisers
        Videos Pocket Guides for Board Members
          Webinars & Seminars

$1,995 / year
($650 setup)

$3,995 / year
($850 setup)

$6,995 / year
($1,200 setup)

Add-on modules are available except for Legacy Builder. All features on all websites can be turned off or on.

All websites include: extensive analytics reporting, mobile version of the website, donor-centric content written by marketing experts and legally vetted by attorneys. Several options are available. All art files are in InDesign ready for you to customize.

This is a resource that is organically growing every week. Please contact one of our planned giving marketing professionals for more information, or download our latest Legacy Pro Spec Sheet.

Advanced Options

  • Legacy Enterprise (perfect for foundations where 90% of focus is planned giving)
  • Cash Donation Modules
  • Starting at $12,900
  • Too many features to list. Please call us for more information.

Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.