CATEGORY

Jordan Cassidy, CAP

Jordan is a Senior Planned Giving Specialist at PlannedGiving.com and a LegacyPlanner™ advisor. He helps nonprofits grow their planned giving programs and holds the Chartered Advisor in Philanthropy designation. Jordan is also Co-founder and Head of Business Development at LifeLegacy, where he focuses on making planned giving more accessible through technology and online estate planning.
A couple looking at a laptop computer together, to illustrate the concept of online will creation.
Planned Giving Marketing
Jordan Cassidy, CAP

Why Most Will Tools Miss the Mark — and What LegacyPlanner™ Does Differently

Most will-making tools end the conversation. LegacyPlanner™ begins it. Unlike generic platforms, LegacyPlanner™ integrates with your planned giving website, guiding donors through their entire legacy journey—not just creating a will, but exploring all giving options. It’s designed to educate, inspire, and build lasting relationships. The result? More meaningful gifts, stronger connections, and long-term impact. If you’re ready to move beyond transactions and build true donor engagement, LegacyPlanner™ is the tool your planned giving strategy needs.

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

Giving Magazine

For those who drive change — not watch it. Join the top 1%.

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