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LegacyPRO Advantage

You no longer need to hire us to implement your planned giving program.

You can now have direct access to our tools and assets that will help you generate leads, enhance your organization, simplify your life, save valuable institutional dollars and make it a lot easier to raise more critical gifts.

If that sounds appealing to you, read on...

We’ve combed through our vault of materials and put together the best of the best to offer a new membership package: The LegacyPro Advantage.

Members get an all-access pass to an arsenal of do-it-yourself tools, ready-to-customize and print templates, educational materials, marketing assets, planned giving calculators to generate proposals, and much more. All your online marketing tools (planned giving website, landing pages, calculators, weekly tips, etc.) are also part of the deal, including implementation.

Below is a summary of what you get as a member:

Online Marketing

Print Marketing

Team Building/Education

  • Branded planned giving website
  • Branded advisors’ website
  • Customized pages for donors
  • Customized Society pages
  • Weekly tips for donors
  • Planned giving calculators
  • Financial calculators
  • Plan-a-Gift decision matrix
  • Social media integration
  • Landing pages for e-marketing
  • Videos & eBrochures
  • Estate planning pages
  • Postcard templates
  • Brochure templates
  • Display Ad templates
  • Flier templates
  • Planned giving content
  • Columns and articles
  • Financial “filler” articles
  • Estate planning / will guide
  • Marketing guide
  • Planned giving education articles and videos
  • Gift plan specification sheets
  • Annual giving buck slips
  • Pocket Guides for fundraisers
  • Pocket Guides for board members
  • Education (Power Point & Webinars)
  • Weekly tips for fundraisers
  • Career building articles
  • Staff training tools
  • Phone primers
  • Analytics tools
  • Landing pages with offerings
  • Two yearly online primers

The do-it-yourself tools are critical. They will save you thousands of dollars in implementation costs alone. Only very basic design abilities are needed.

You owe it to yourself to at least find out if LegacyPro Advantage makes sense for you.

Contact us today and we'll give you all the details you need to make a reasonable decision.