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National Estate Planning Year

Legacy is year-round. Your message should be too.

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.

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.

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.

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.

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!)

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

Endowment Calculator (free)

National Estate Planning Awareness Week Downloads

Pocket Guides

Frequent Questions (FAQs)

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.

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

Our Motto Since 1999

Fundraiser hesitating before asking a donor to document their bequest intention.

Stewardship and Relationships

How to Ask Donors for Bequest Documentation — Without Feeling Awkward

Many donors verbally share their intention to include a nonprofit in their will, but few fundraisers feel comfortable asking for written confirmation. Yet documentation is critical for both parties: it protects the donor’s legacy and ensures the nonprofit can fulfill their wishes. This guide reveals two proven, low-pressure methods to secure bequest documentation so you can steward donors properly and safeguard future gifts without feeling awkward.

Viken Mikaelian

Ranked podium with 1, 2, and 3 positions representing the top 1% of nonprofits.

Planned Giving Marketing

Are You In the Top 1%?

Funders, donors, and board members judge your nonprofit by completely different standards than you judge yourself. They look for long-term stability, professionalism, and future readiness—within seconds. A visible planned giving presence answers all of that instantly. The top 1% have it. The rest don’t. Visibility signals stability. Stability builds trust. And trust drives gifts.

Viken Mikaelian

Banner: clarity, repetition, consistency

Planned Giving Marketing

Planned Giving Isn’t About Creativity

Most nonprofits fail at planned giving not because they lack donors—it’s a $450+ billion sector. They fail because they chase creativity instead of building systems. They change messaging quarterly. They run campaigns instead of programs. Here’s what actually works: clarity, repetition, and consistency. We’ve seen ugly display ads outperform Madison Avenue design. The difference? One clear message repeated relentlessly. That’s discipline.

Viken Mikaelian