Planned Giving Websites for Small Nonprofits

Level the Planned Giving Playing Field

Don’t let the name fool you.

This Planned Giving Microsite covers all essential planned gifts and how they work. The package even includes outreach materials you can use in your direct mail and other publications. And now you have the option to incorporate the LegacyPlanner™ — an online will planning module that’s free to your donors.

This planned giving website (a Microsite as we call it) is perfect for the smaller shop or nonprofit that is starting or establishing a new planned giving program or expanding an existing program online.

Is this product right for you?

As an option, all planned giving websites can now incorporate the LegacyPlanner™ — our online will-planning service your donors can use for free.

Establish a Powerful Planned Giving Presence Online

— With No Effort —

Donor Centric

No legalese. User-friendly.

Multimedia

Visually-minded educational tools.

Easy Setup

Turnkey. No IT required. We do it all.

Inspiring

Professional design. Easy on seniors.

Easy Setup

Turnkey. No IT required. We do it all.

Finally, Your Pathway Into Planned Giving

A survey of over 1,200 nonprofits showed that the top three reasons why most organizations do not pursue planned giving are:

  1. Lack of resources
  2. Lack of time
  3. Unsupportive leadership

Have your excuses always been #1 and #2? Then we just killed them.

If it’s #3, contact us — we offer advice, tools and educational tools for leadership.

Engaging your board so they see the value of planned giving is critical.

A Planned Giving Microsite is Your Roadmap

What you get:

  • Planned Giving Microsite
  • Automatic tax and legal updates to content
  • Marketing Guide with Sample Calendar
  • IRA Rollover Solicitation Letter
  • Ultimate Quick Reference Planned Giving Pocket Guide (3 copies)
  • Giving Tomorrow and Major Gifts Today (both for free)
  • General Solicitation Letter
  • Thank you letters

YOUR COMMITMENT

About 5 minutes of your time (you fill out a form and give us a photo or two). The rest of the work is on us.

Doable?

The most successful gift officers know planned giving is a critical component in their fundraising engine. They realize a planned giving program is the hallmark of an organization that’s serious about its mission — and that savvy donors expect to see planned giving options. And they understand that planned giving is, dollar-for-dollar, the simplest, most cost-effective tool in their fundraising kit.

In fact, a planned gift is a major gift and critical for a sustainable future. Read: It’s All About Endowment by Debra Ashton.

COST?

$795oo/year with a one time $100 sign up fee

Benefits and Features

  • Essential gift plans covered
  • Interactive gift comparison chart
  • Videos of each gift plan
  • Video: What is planned giving?
  • Video: IRA Rollover (how it works)
  • Your logo
  • Ability to link to an optional Estate Planning Guide (additional fee applies)
  • Custom banner photo
  • Branded with your organization’s name
  • Contact information
  • Calendar and 7-Page Marketing Guide
  • Admission to our Micro-Lessons
  • Online subscription to Giving Tomorrow
  • Single copy of the Ultimate Quick Reference Planned Giving Pocket Guide
  • Three Gift Comparison Charts

There is a Catch. Please Read Before Subscribing.

  • The biggest advantage of this products is that it gets you a robust, affordable  planned giving website, fast. No fuss, no mess, exceptional quality.

    At this price, however, customization is limited. Organizations with strict branding and marketing guidelines may be better served with our LegacyPro website or Planned Giving in a Box.

    Our Micro Site is a good way to have Google begin indexing your website to let your board, donors and the rest of the world know that you are in the planned giving business.

After you purchase the product you will receive an email requesting:

  • The “formal” and “short name” (if any) of your organization.
  • One photo for the banner.
  • Your contact information; contact information of any other team members (if any; up to 3 more). Photos are welcome.
  • If there are any specific gift plans you do not want us to include. (Don’t want a CRUT or a PIF? We’ll turn off the switch.)

This will be given to you when it is done. But it will be a very simple link under plannedgiving.org (a trusted URL that we own that also helps you with SEO on Google). The link will most likely be: yourname.plannedgiving.org.

Yes, for a small additional fee. Please inquire.

Yes. But there is really not much to approve other than your photo and making sure your name is correct throughout.

This is a turnkey product and it’s designed to be quick and inexpensive.

.

We’ll send you a URL, along with simple instructions. Pass these along to your IT manager/website design team. It should take them about 2 minutes to connect the microsite to your organization’s main site.

As many places as possible. Link from any of your donation pages; from a drop down on your organization’s homepage … you can even add links under staff email signatures.

You can also add it to donor stories. Place a version of the following sample copy at the end of the story, and use it as a text link to your new microsite: You too can make a gift that costs nothing during your lifetime.

Such context-sensitive links increase your visibility not only to your donors, but also to search engines such as Google, Yahoo, and DuskDuckGo.

Very little. This is not designed to be a customizable product. It is designed to be turnkey… this is what keeps its price low, and producing it quick.

You are limited to a banner photo, your organization’s name throughout (including a “short name” or an abbreviated name so there’s a conversational style), your team’s contact information with their photos and optional LinkedIn addresses.

If you are interested in a more customizable product that also houses much more information including interactive features, you can begin with our more advanced planned giving websites and gift planning solutions.

Yes. We’re ahead of you there. Not all nonprofits wish to accept all gift plans. On your initial questionnaire you will have a checklist.

This gift planning solution is designed to get you started.

The content of these pages is “infused” from a platform on a central database. Revisions would be very costly, and will affect all of our other nonprofits. Requested editorial changes are reviewed by our team (two attorneys and a copywriter). They are considered only if we find the changes to be an enhancement, and if they appeal to a large audience.

We offer solutions for the very small charity to organizations such as Harvard Business School and American Heart Association. Our more robust solutions have more customization options.

Less than a week — assuming we have all of your information.

Once you purchase this service, you will receive a link that informs you what we need. It’s a 5 minute form, if that.

One of the items we will need is a large photo for the home page banner. If you do not have one, we can supply you with several stock photography options.

We understand not all organizations have the same needs or budget. This is our way of helping you and see you grow. We have worked very hard to keep this product at a barebones minimum. We hope you understand why extra features are not available at this price point.

This is a turnkey product. We do all the work.

Only 5% of this nation’s wealth is in cash. The majority is in assets. It is critical for any nonprofit to let donors know that they are in the planned giving “business.”

Having planned giving pages online is the first step.

The second step is making sure you have your basic bread-and-butter” gift planning brochures.

Our goal is to save you time and aggravation. At only $495 per year, it will cost you more (in time and money) to implement such a product yourself. We also keep the content fresh on a regular basis, add/tweak features, announce tax law updates, improve the platform, etc.

In addition, our content is copyrighted and can only be hosted on our servers. So focus on what you do best… raising money!

Planned gifts are important for a number of reasons:

  1. It shows donors and board members that your organization is legitimate. It shows long-term thinking. See this article on LinkedIn.
  2. Planned gifts are gifts “anyone can make.” Not just for the wealthy.
  3. An average planned gift is 200-300 times the size of a donor’s largest annual gift.

We offer far-above industry standard planned giving marketing solutions and collateral, such as direct mailbrochures, and estate planning toolkits, just to name a few. We also have numerous leave-behind pieces for donors and board members such as Estate Planning Guides for women, Beques brochures in Spanish, and more.

True. However, by eliminating extensive (and expensive) branding options, we have made this planned giving marketing website relatively simple to implement. As it helps you grow, we hope you stay with us for more robust planned giving marketing solutions

Click here to purchase. It’s as easy as buying coffee on Amazon.

Because of the low price, we accept credit card payments only (reduces administrative costs).