Bequest / Legacy Marketing Campaign

Turnkey. Automated. Proven Results.

Includes: Free Will-Planner (for donors), Landing Pages, Donor Videos, and more. In just days, your organization can launch a complete bequest marketing campaign with a professional landing page, donor-facing tools, and inspiring videos. These ready-to-go planned giving campaign assets are automated, turnkey, and proven to deliver results with almost no effort from your staff.

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Bequest Landing Page

  • Hosted on your subdomain at PlannedGiving.org.
  • Mobile-friendly and branded with your logo.
  • Optimized for donor engagement with clear calls-to-action.
  • Includes a video on the importance of having a will.

LegacyPlanner™ (Online Will Tool)

  • Includes full Dashboard for tracking commitments.
  • Donors can create or update wills online in minutes.
  • Legally valid in all 50 states.

Bequest FAQs

  • Concise, donor-friendly answers to the most common questions.
  • Available as both a web page and a downloadable PDF.

Bequest Language

  • Pre-approved sample text for donors and advisors.
  • Ensures clarity and accuracy in every commitment.

Codicil Download

  • Attorney-reviewed template for donors who already have a will.
  • Allows quick additions or changes without rewriting the entire document.
  • Downloadable, easy to share.

Estate Planning Guide

  • Professionally designed and branded with your logo — ready to use on day one.
  • Ready to use on day one.
  • Available in both print-ready and digital formats.

Marketing Postcards (4 per year)

  • Seasonal or thematic designs provided annually.
  • Target your best prospects with consistent messaging.

Quarterly Reminders from Our Office

  • Built-in accountability that keeps your bequest campaign moving — no extra staff work required.
  • Ensures steady progress without adding staff burden.

Legacy Video Library

(25+ Donor-Facing Videos)
  • Embed up to 2 donor-facing videos directly on your landing page.
  • Choose from a library of 25+ professionally produced videos.
  • Motivational, educational, FAQ-style, uplifting, urgency-driven (FOMO/fear), and inspirational themes.
  • All crafted to spark emotion, inspire confidence, and drive action.

Why This Works

  • Integrated System
    Landing page + planner + outreach = real results.
  • Scalable
    Designed for nonprofits of all sizes.
  • High ROI
    Every element drives conversations, not just clicks.
  • Opens New Doors
    Bequests are the entry point — but this campaign also sparks conversations that lead to other planned gifts such as charitable gift annuities, gifts of stock, and donor-advised funds.
  • Truly Turnkey
    Everything is built, branded, and launched for you — so your campaign runs with virtually no staff effort.

With the Legacy Campaign, you’re not just getting tools. You’re getting a proven system that creates awareness, builds trust, and delivers results.

6,000+ nonprofits. 26 years. Proven results.

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Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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