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Websites

will

Will Planners

Postcards

Ways of giving brochures and single topic brochures from bequests, gift annuities, stock, IRA, QCD

Brochures

Free downloads — gift planning tools, forms, guides, donor questions, and more

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A picture of a woman with laptop and coffee cup making a planned giving donation online and considering a bequest.

Why You Need a Planned Giving Website

Your donors expect instant, on-demand access to legacy-planning resources. Without a dedicated site, you:

  • Miss out on qualified leads the moment interest peaks
  • Undermine your organization’s credibility and trustee confidence
  • Frustrate prospects forced to hunt for information elsewhere

A purpose-built planned-giving website lets you capture intent the instant a donor is ready to explore legacy gifts, build trust with prospects and earn respect from your board, reinforce your authority as the go-to expert in planned giving, and convert interest into long-term commitments—automatically.

Invest once, engage forever.

LegacyPRO Websites

Trusted by more than 600 nonprofits, our enterprise-grade LegacyPRO Websites run on the authoritative plannedgiving.org domain, feature fully branded site designs that deliver board-endorsed credibility, and keep donors engaged on your site—so your trustees rest easy.

Planned Giving Toolkit and Micro Websites

Tailored for smaller shops and nonprofits: launch a fully branded microsite in days—not months—plus a complete outreach toolkit of ready-to-use email, social, and print templates. Everything you need to launch, promote, and start capturing legacy gifts immediately—all for a single, transparent flat rate.

Micro Sites For Churches

Your donors are “there” every Sunday. Show them what planned gifts can do for them, and for the Church.

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The Legacy Family of Will Planning Tools

Did You Know?

Over 72% of Americans don’t have a will. LegacyPlanner™ guides donors to action—right on your planned giving website.

More About the LegacyPlanner™

Welcome to the 21st Century of Legacy Planning.

  • Generates a fully legal will in all 50 states—donors finish in minutes, no attorneys required.
  • Hosted on your own planned giving website to keep prospects focused on your brand, not someone else’s.
  • Includes 25+ embedded entry points on your planned giving pages to capture donor intent immediately.
  • Provides a Nonprofit Dashboard showing clear, actionable pipeline metrics (no hidden data).
  • Delivers built-in upsells to other planned gifts (CGAs, beneficiary designations, and more).
  • Completely white-labeled: Zero ads, zero donor-data resale—your mission stays front-and-center.
  • Flat-rate pricing: free for donors, simple and predictable for you—no hidden fees or percentages.
  • Purpose-built integration with PlannedGiving.com planned giving websites—ready on Day 1 with zero IT headaches.
Logo - Legacy Giving in a Box
Product Retired

Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions. 

Important Notice

Legacy Giving in a Box is now retired. Its successors—LegacyPRO Lite and the all-new Legacy Center—offer even greater power. Legacy Center includes every Back Office and Stewardship resource from The Box, and layers on a larger arsenal of turnkey templates, outreach playbooks, and back-office support to amplify your legacy program’s reach and results.

For Any Nonprofit With a Small Shop

Did you know that annual gifts and major gifts go up when you have a planned giving program in place? Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. 

The instructions are simply laid out that it carries no learning curve. It has all the content and tools you need — from what to mail, gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.

Don’t have time to implement The Box yourself? Ask how you can work with an approved coach. 

Legacy Planner Logo

The Box is now available with LegacyPlanner™ and LegacyOrganizer™

Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.

7 Estate Planning Must-Have Tools

The Box or Legacy PRO?

Primers

Planned Giving Boot Camp for Major Gifts Officers (MGOs)

Major Gifts Boot Camp

Initiating the Legacy Conversation

Estate Planning for Women (Free!)

Pro Planned Giving Tips

52 weekly tips, 52-second read each

Resources

What Is Planned Giving?

Myths, Facts, Stats & Ruminations

Why Online WIll Planners?

Assess Your Readiness

Is Your Board Ready for Planned Giving?

Test Your Planned Giving I.Q.

How to Launch a Planned Giving Program

11 Proven Tips to Market Legacy Gifts

How Planned Gifts Work (videos, donor profiles, more)

Compare Giving Vehicles

For the Small Nonprofit: Planned Giving Micro Websites

Planned Giving Infographics

Beneficiary Designations

Glossary

Endowment Calculator (free)

National Estate Planning Awareness Week Downloads

Pocket Guides

Planned Giving Pocket Guide for Professional Gift Planners

Get the insider’s guide to planned gifts! You’ll better understand the upsides and downsides of gifting options. Available in three versions for:

  • Professional gift planners
  • Major Gifts Officers
  • Board Members and Volunteers

Frequent Questions (FAQs)

Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Click above for sample issue

Discover GIVING Magazine

GIVING magazine isn’t just a publication—it’s your access to the minds of top philanthropic innovators. Formerly Giving Tomorrow and published by PlannedGiving.com, this reimagined resource is now proudly powered by Philanthropy.org, the leading hub for nonprofit leadership and fundraising insights.

With expanded content on personal growth, professional development, and nonprofit leadership, the magazine delivers insights designed to transform your career, your organization, and your impact.

For the Success Minded

Exclusive interviews, tips, research, case studies and stories from nonprofit experts. GIVING magazine is the first and only magazine devoted to marketing planned gifts and blended gifts, so you can grow your nonprofit’s endowment — and your own fundraising career.

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This team makes it easy for us to offer robust and interactive Planned Giving information with website pages that integrate seamlessly with the look and feel of our site.
Barbara Khalouf
Barbara KhaloufDirector of Development, Access Living
This is a valuable resource for any organization seeking to close more, better gifts of real property
Scott Lumpkin
Scott LumpkinFormer Vice Chancellor of University Advancement, University of Denver
I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.
Jessica Chapman
Jessica Chapman Director of Planned Giving, ALS National
You help us make a difference in the world.
Dr. James Salley
Dr. James SalleyPresident, Africa University
Fantastic Group!
Tom Ferro Christian Brothers Academy
Tom Ferro Christian Brothers Academy
These folks are consummate professionals who work diligently to help make non-profits better. We are honored to be partnering with them.
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
You have made it possible for our small development shop to be able to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
They offer incredibly helpful tools & materials, and the client service is top notch!
Kim Intino / Director of Planned Giving, Physicians for Responsible Medicine
Kim Intino / Director of Planned Giving, Physicians for Responsible Medicine
We've used PlannedGiving.com for a few years now and we're very happy with them. Incredibly responsive, easy to work with, great value, and some cool resources for donors and prospects. I definitely recommend.
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
They get results. Cutting edge ideas and donor centric messaging with a dash of humor. My donors love that.
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
I am able to get the structure I need, design , print and mail with just a little bit of work on my end. So I think this is a great place for NGOs who want to have a Legacy Giving program but not a dedicated staff person!
Jeri Howland / Director of Philanthropy , The Climate Center
Jeri Howland / Director of Philanthropy , The Climate Center
I love the new layout of my planned giving website. Very professional, clean, intuitive and easy to navigate.
Gary Bukowski / Sarah Reed Children's Center
Gary Bukowski / Sarah Reed Children's Center
Viken Mikaelian and his team do an excellent job. They're always coming up with new and better ways to promote planned giving and they're always helpful.
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
A tremendous resource to me and the nonprofits I serve through my consulting practice. Their Legacy Giving in a Box for smaller shops is exceptional. Equally impressive is their newest initiative "The Center for Major Gifts."
Barbara Kappel / Consultant, Kappel & Associates
Barbara Kappel / Consultant, Kappel & Associates
Very professional and would recommend them to anyone!
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
Very knowledgeable and responsive. With access to leaders in the area of planned and legacy giving, PlannedGiving.com is my go-to resource for information and ideas.
Josefa Bethea-Wall / <span class="testimonial-company test_company">Planned Giving, Africa University</span>
Josefa Bethea-Wall / Planned Giving, Africa University
Highly professional group who know what they are doing. The team delivers on what they promise; often ahead of schedule. Perfect resource for any size development office!
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
They are the perfect partner for our organization. Their team has succeeded in improving our online presence and increase and improve cultivation and outreach by mail. They are all great to work with. Responsive, knowledgeable, professional.
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Great content for our website — really clear, attractive, and useful. I just downloaded of a brochure that we'll offer at an upcoming event and use at donor visits. It was easy to customize and looks great. Staff and leadership are all extremely knowledgeable and helpful.
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
They worked closely with us to get us the features we needed for our website. They have been professional, responsive and a joy to work with every step of the way. I highly recommend them!
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
You are a wonderful company with good resources to use when discussing planned giving with potential donors. I will highly recommend you to my peers.
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Smith College we have a tradition called Mountain Day. We never know exactly what day that will be, and this year it came fast. We always thank our society members for Mountain Day with a postcard. We were impressed by the highly responsive team to execute our creative marketing needs on extremely short notice. The finished product was beautiful.
Debra Wright / Gift Planning Administrative Coordinator, Smith College
Debra Wright / Gift Planning Administrative Coordinator, Smith College
The company is very attentive and quick to respond to our needs. We have been very happy with their services over the years. Highly recommend.
Lynda McMillen / Director of Development, Sunnyside Communities
Lynda McMillen / Director of Development, Sunnyside Communities
Stock and IRA distributions have gone quite well! And we may have a million dollar bequest soon.
Jessica Chapman / Director of Planned Giving, ALS National
Jessica Chapman / Director of Planned Giving, ALS National

Planned Gifts Can Get Complicated. Marketing Them Shouldn't Be.™

Our Motto Since 1999

Charity event - group of donors exchanging conversation while having wine
Planned Giving Marketing
Viken Mikaelian

While You’re Planning Your Next Chicken Dinner, Donors Are Planning Their Deaths

Bequests are quietly transforming nonprofit fundraising—but most organizations are stuck chasing galas, events, and short-term wins. In this sharp critique, we explore why legacy giving is the most overlooked revenue stream and how tools like LegacyPlanner™ remove friction and drive real results. With insights from clients like Smith College and JMU, this piece calls out outdated board thinking and offers practical steps to modernize your strategy. Bequests aren’t gravy—they’re the foundation. Ignore them, and the money passes you by.

Read More »
Statue of Lady Justice holding scales and wearing a blindfold, symbolizing fairness and the importance of legal planning such as creating a will.
Estate Planning
Joshua Keleske

Overlooked Reasons Why You Need a Will

Thank you for the clarification — you’re absolutely right. The emphasis should be on the *overlooked* and *often ignored* reasons people **don’t think about** when skipping a Will.

Here’s a revised **80-word summary** that reflects that angle more precisely:

Many people skip creating a Will, assuming they don’t need one. But overlooked reasons make it essential: naming a guardian for minor children, choosing *who* inherits (and who doesn’t), avoiding court-appointed representatives, and minimizing taxes or legal fees. A Will also helps establish your legal residence for tax benefits—something few consider. Without one, the state decides everything. These details are often ignored, yet they protect your loved ones and legacy. Don’t let procrastination make those decisions for you.

Read More »
Online Will Planners: Should Your Nonprofit Have One?
Planned Giving Marketing
Viken Mikaelian

Online Will Planners: Should Your Nonprofit Have One?

Online will makers are everywhere you look these days. From FreeWill, Rocket Lawyer, Trust & Will and GivingDocs to the comprehensive LegacyPlanner, it feels like everyone is offering their own version. And sometimes it seems like they all just appeared overnight, too. But the truth is, the industry has been around for decades — both US Legal Wills and LegalZoom had online versions more than 20 years ago.

Read More »
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