Legacy Campaign

Donors Don’t Want a Form.
They Want to
Live On.

When donors sit down to plan their estate, they aren’t thinking like lawyers. They’re thinking like humans. They ask:

  • What mark will I leave?
  • What causes deserve my final gift?
  • How can I live on through my values?

They don’t want just another tech tool. They want meaning, simplicity, and trust.

That’s what we offer—not just the form, but the context, connection, and continuity around it.

What It Delivers

  • Motivates legacy prospects to take action
  • Stewards donors through long-term engagement
  • Builds trust through education and transparency
  • Converts intent into lasting gifts
  • Requires no tech buildout or custom coding

Next Steps

  • Book a call
  • Preview the platform
  • Launch your Legacy Campaign in days, not months

A Complete Legacy Campaign

What's Included

  • LegacyPlanner™ — branded online will-making platform
  • 21 donor-facing explainer and motivational videos — all branded
  • Custom landing page branded to your organization
  • FAQs Donors Ask — ready-to-use answers to common questions
  • 101 Questions to Ask Donors (PDF booklet) — to spark conversations and deepen relationships
  • Planned Giving Website (additional fee)
See the Platform In Action
LegacyPlanner™ 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.

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%.

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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