Company Philosophy

Planned Giving Is a People Business. Not a Legal Business.

If you love people, you'll raise more money than you ever imagined.

This is our philosophy — and it is so deeply ingrained within our firm that it permeates all our products, services, and attitudes. It makes all of our offerings naturally people-centered.

And this core belief is what separates us from other vendors. We live and breathe marketing, planned giving, and donor relations. As a result, our products and services have a human element that no one else can match.

Experience. And Expertise.

We’ve worked with over 5,000 nonprofits over the last 24 years, successfully forging the connections that lead people to pledge planned (and major) gifts to the causes they care about.

We have the expertise and experience to help you succeed. But we also utilize an important — though surprisingly rare — component: the art of human relationships. At, we believe an advanced degree isn’t necessary to succeed in philanthropy. A “people degree,” however, is a must. Focusing on the human element, rather than on technical expertise, always leads to better outcomes.

If you like our philosophy, then we’re a good fit to work with each other. And if you really want to get to know us, read a little history. And get to know our CEO, too!

Who We're Not

We are not a calculator, software, or tax advisory firm. While we can provide some of these planned giving elements, they are back-office tactical tools for structuring gifts. We focus on front-office solutions: marketing and awareness.

In short, others sell you the phone; we make it ring.

Just like you, we’re in the people business. Not the legal business.

We’re large enough to serve you … but small enough to know you.

We are The name says it all.

Vision Statement

Providing unparalleled resources to nonprofits so they align donors with their philanthropic goals, enhance their giving experience, shape their legacies, and create a reliable source of funding that will fulfill their desire to better the world.

Mission Statement

We help nonprofits establish legitimacy and trust by showing donors that they are here to stay. We position them to build strong planned giving programs, grow their endowments, and carry their mission for generations to come.

Legacy Planner Logo

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

Online Will Planners: An Interview with Viken Mikaelian

Are you curious about the “sudden” proliferation of online will makers? Find out what CEO Viken Mikaelian thinks in a straight-talk Q&A.

All of our products and services are proudly conceived, created, reviewed, and disseminated by real humans — NOT A.I. (artificial “intelligence.”)