Best In Class Planned Giving Website New LegacyPro

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  • More Comprehensive Than Any Other Platform
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Planned Gifts Can Get Complicated. Marketing Them Shouldn't Be.™

Planned Giving Websites

Your planned giving website provides donors 24/7 access to your information to fulfill their philanthropic needs.

From enterprise-level planned giving marketing websites for large organizations to more basic builds for smaller nonprofits and churches, our planned giving solutions deliver donors to your doorstep.

For organizations with well-established back-office planned giving operations.

For the smaller shop in mind. Build your online planned giving presence fast, affordably and with no effort. 

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

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

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 Organizer 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.

Legacy Organizer Logo


The LegacyOrganizer™ collects and organizes one's assets thus streamlining the visit with an attorney.

Legacy Planner Logo


The LegacyPlanner™ creates a legal will in 50 states. Can be used as is or reviewed by the donor’s attorney.

Featured Cover

Pazit Levitan

Director of Development
American Friends of Soroka Medical Center

Pazit’s doctoral research explored how women become influential leaders on nonprofit boards. As she interviewed seasoned board directors, she found solidarity and inspiration from others who were, like her, juggling it all.

Other Articles

  • Your Voice: “Better Late Than Never”
  • Ask the Expert! (Should charities accept gifts of life insurance?)
  • Initiating the Legacy Conversation
  • Creating Chemistry
  • Keep It Simple; Sell the Sizzle
  • Call to Action
  • And more…

For the Success Minded

Exclusive interviews, tips, research, case studies and stories from nonprofit experts. Giving Tomorrow 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.

Growth over time
Planned Giving Marketing
Sarah Pinto

Why Planned Giving?

Discover how planned giving can help you make a lasting difference, save on taxes, and secure your heirs’ future. Explore charitable giving, estate planning, and tax-efficient strategies in this helpful article.

Read More »
Son trusts father as he dives into his arms from above height.
Planned Giving Marketing
Viken Mikaelian

Donors Flock to Reliability and Predictability

It’s tempting to think about marketing as a collection of traditional outreach. Sure, part of it is which we have been offering for years. Display ads, postcards, surveys, tag lines, digital media, videos — the list goes on. But marketing is more than that. Marketing also includes things you might not immediately think of.

Read More »
"Can we talk?" word bubble in a red background
Planned Giving Marketing
Ben Case

A Really Tough Planned Giving Conversation

What would you do if you had a verbal commitment for a planned gift—and the donor died before putting it into writing? It happens more often than you’d think. Here’s a real-world example of how stewardship can save the day. 

Read More »
Couple on beach watching sunset
Charitable IRA Rollover
Viken Mikaelian

IRA Qualified Charitable Distributions

Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).

Read More »

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