Advisor Planned Giving Websites

Education and Tools

Advisors Are Influencing Your Donors About Charitable Giving … and most are leaving a critical source of funding out of their conversations.

Why? Because most advisors and attorneys do not understand how planned gifts work.

And that means the people counseling your donors on how to manage their assets are also missing out on an opportunity to weave estate planning into charitable giving. [Our research] [US Trust research on advisors and planned giving]

Charitable planning is just a small component of the training an advisor receives. Therefore, unless an advisor takes the initiative to seek further education, planned gifts are simply not in their tool bucket — and that’s a problem for nonprofits and donors alike.

That’s why we’ve developed Planned Giving Websites for Financial Advisors.

Here’s what you can look forward to:

Financial Advisors in Discussion

Planned Giving Marketing Tools that Build Trust


  • 100% branded to your institution.
  • Integrated into your existing planned giving website.
  • Explains why planned giving is good for their practice.
  • Advisor-centric. They’ll feel at home here.
  • Hosted under — the domain advisors know of, and trust.
  • Customized with your name throughout (vs. using “nonprofit”).
  • Major trusts covered.
  • In-depth FAQs advisors and their clients ask.
  • Always updated and current.
  • Designed to establish trust.

What's Included

  • All major gifting vehicles outlined.
  • Videos on gift plans included
  • Typical donor profile for each gifting vehicle.
  • Critical notes.
  • Personal planning calculators.
  • FAQs clients and their advisors ask.
  • Customized with your name throughout (vs. using “nonprofit”).
  • Option to add in LegacyOrganizer™: the tool “that works” with advisors.


Integrate the LegacyOrganizer™ into your planned giving website and advisor website. They work hand in hand to motivate legacy gifts.

Building relationships with advisors strengthens your relationships with donors.

Are You a Financial Advisor?

Acquire Charitably-Minded Clients.

Link to a turnkey landing pages developed just for you to educate charitably-minded clients about planned giving and your practice. Branded with your logo and colors. Contact us for more details on how to receive:

Do you advise or serve on the board of smaller charities? Deliver a planned giving microsite as a gift!

Contact us at (800) 490-7090 for more information.

  • Engage and educate
  • Showcase how planned gifts work
  • Develop authority and trust