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 PRO

This Is Your Complete Bequest Toolkit!

ONGOING SUPPORT & EDUCATION

LegacyPlanner PRO

Yearly Support and More ...

Templates are in Adobe InDesign. Microsoft Word Documents for solicitation letters, thank you letters, intention forms, etc.

*Outreach includes:

  • 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

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

800-490-7090
succeed@plannedgiving.com

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