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.
Frequent Questions
What’s Included & Resources
LegacyPlanner™ PRO is only available to clients and is integrated in our planned giving websites. LegacyPlanner™, although not as integrated, shares similar features.
WHAT'S INCLUDED*
LegacyPlanner™
This Is Your Complete Bequest Toolkit!
- Will Planning Platform for Donors
- Marketing Outreach*
- Branded Analytics Dashboard
- Advisor Guide Copy
- Bequest Brochure
- Trusts 101 Brochure
ONGOING SUPPORT & EDUCATION
LegacyPlanner™
Yearly Support and More ...
- Estate Planning Brochures
- Wills, Trusts, & Estates Documents (filler articles)
- Giving Tomorrow Magazine
- Planned Giving Micro-Lessons
- Bequest Specialist Assigned to Account
Templates are in Adobe InDesign. Microsoft Word Documents for solicitation letters, thank you letters, intention forms, etc.
*Outreach includes:
- 10 Newsletter articles
- Solicitation Letter 1
- Solicitation Letter 2 (from CEO)
- Solicitation Letter 3
- Thank You Letter
- Legacy Planner Follow-Up
- Promotion Copy
- Intention Form (Bequest, Non-binding)
- Postcard Templates
