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

Empower your donors to plan their will and invest their legacy in the cause they support the most.

Help Philanthropy Soar to New Heights

Will & Bequest Planners Have Raised Billions

The phenomenal popularity (and availability) of online will planners has had a fantastic side-effect for nonprofits: A massive increase in charitable bequests! That makes our will planner an essential tool for your nonprofit.

But why LegacyPlanner™ over others? After all, there is no shortage of free estate-planning and will-creation tools, and they all work in basically the same way. Because legally, they have to.

So, what’s different about our estate planning software?

Everything that counts — starting with YOUR name recognition.

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Branding

LegacyPlanner™ is branded to your nonprofit and is directly integrated into your planned giving website. Donors are not redirected to a third-party commercial website.

Branding protects your reputation. We’re the only firm that maintains your brand

Integration

LegacyPlanner™ is seamlessly integrated with your planned giving website. It is not an add-on.

Since it’s integrated, over 100 context-sensitive links are connected to LegacyPlanner™ from your bequest pages, beneficiary designations pages, and from the footer of every section of your planned giving website. Competing vendors have just a single link.

Trust

Your donor’s experience begins on your planned giving website. We do not redirect them to a third-party vendor where you would lose control of your sensitive data. We own the  domain PlannedGiving.org — the name trusted by donors, lawyers, and advisors — and that’s where your donors stay.

The URL of your free will-planner will be:

yourname.plannedgiving.org (reinforces your brand equity)
and not:
vendor.com/yourname (erodes your brand equity) 

This is a built-in SEO magnet for your brand.

The alternative gives control to an outside vendor!

Options

LegacyPlanner™ gives your donors two choices for completing their will. Using LegacyPlanner™, donors can:

  1. Generate a formal will with the proper language.
  2. Generate a simple document that lists the donors’ assets and information, which then can be shared with their attorney.

This second choice is excellent for those who decide they would like an attorney to review and finalize their will.

Providing these two options gives your nonprofit added credibility, and also opens the door to giving opportunities should donors decide to include your organization in their estate plans. While creating their FREE will, donors will find convenient links to pages on your planned giving website where gift opportunities are described and where they can contact you for more gift-planning information. This keeps your organization top-of-mind — and makes it very easy for them to include a bequest in your name!

Legacy Planner is one fixed price, regardless of how many people in your organization use it. No scaling, no guesswork

Join us: let’s take philanthropy to new heights and watch the bequests start streaming in

Two Versions: LegacyPlanner and LegacyPlanner PRO.

Providing these two options gives your nonprofit added credibility and opens the door to giving opportunities should donors decide to include your organization in their estate plans. Donors will find links to your planned giving website that take them to other pages where gift opportunities are described and where they will be able to contact you for more gift-planning information.

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

DISCLAIMER

Planning an estate online isn’t for everyone. We strongly recommend having an attorney and/or financial advisor help those with complex needs. We also recommend having an attorney review all legal documents before having them finalized. We make this very clear in LegacyPlanner™.

Reach out! We look forward to hearing from you soon.

800-490-7090
succeed@plannedgiving.com

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