LegacyPRO Planned Giving Websites
Available With Integrated Will Planning Module
BRONZE
- Back Office Tools
- Calculators
- Outreach
SILVER
- Back Office Tools
- Calculators
- Videos
- Outreach
Integrated for Platinum Members
Website Features and Deliverables
- Now available with LegacyPlanner™ and LegacyOrganizer™ (an online will and bequest maker that’s free to donors)
- Proprietary PlannedGiving.org URL (we own the domain)
- SEO-friendly URLs for search engines
- 100% branded
- DAF Direct Widget
- Weekly updated content
- Current with tax laws
- Interactive decision modules
- Interactive Gift Comparison Chart (see hard copy print version)
- Up to 18 donor stories
**A friendly URL is a web address that is readable to search engines and yet makes sense to humans.
- Donor Story Writing Service (option)
- Planned giving calculators
- Advisor calculators
- Videos explaining gift plans (branded)
- New! Content and outreach materials
- New! Animated gift diagrams
- New! Monthly educational series
Other Solutions
- Planned Giving Microsite (perfect for the smaller shop)
- Ways-of-Giving brochures (a daily must-have tool)
Can’t decide which
product is for you?
All the Smarts You Need “In a Box”
Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
The Box is now available with the LegacyOrganizer™ and Beneficiary Designations planned giving website.
Developed for the smaller shop… not the smaller nonprofit!
Premium Back Office and Outreach
MARKETING
- How to Choose an Estate Planning Attorney
- CGA Letter (for your optional use)
- Beneficiary Designations Solicitation Letter
- Solicitation Letter – Planned Giving Website Announcement
- Solicitation Letter
- Solicitation Letter – Bequest
- Solicitation Letter – Bequest 2
- Bequest Thank You Letter
- Follow Up Bequest Letter 1
- Follow Up Bequest Letter 2
- Follow Up Bequest Letter 3
- General Intention Form + Letter
- Solicitation – From VP or CEO
- Solicitation – Bequest Launch
RESOURCES
- Bequest Article – Brochure (new)
- R1 – Touch Piece – 25 Estate Documents Before You Leave*
- R2 – Bequest and Organizational Q&A
- R3 – General Intention Form
- R4 – Nonbinding Bequest Intention Notification
- R5 – Donor Testimonial Form / Questionnaire
- R6 – Sample Donor Stories
- R7 – Codicil Sample
- R8 – Bequest Sample Language
- R9 – Disclaimer
SUPPLEMENTARY TOOLS
- Gift Plan Spec Sheets (12)
- IRA Rollover Kit
- Gift Comparison Charts*
- Typical Marketing Calendar
- Pocket Guides (Fundraisers, Board, Major Gifts Officers)
This list is not comprehensive as we’re always improving and adding.
*Note: Some of the templates require Adobe InDesign. The rest is copy / content in MS Word.
Designed to save you thousands of dollars, here’s a collection of tools and professionally designed templates for your planned giving marketing solutions. Simply swap out a few images, do your edits, drop in your logo, and apply your twist to the design.
- Cornerstone Brochures (2 templates)
- Giving Vehicle Brochures (6 templates)
- Postcards (10 templates)
- Back Office Tools
- IRA Rollover Toolkit
- Estate Planning Brochures
- Marketing “Touch” Brochures (12 templates)
- Gift Plan Sheet (illustration, features, benefits)
- Stewardship Tools & Forms
- Display Ads (6 templates)
All templates are in Adobe InDesign. It is highly recommended that you work with a graphic designer, local printer, or your in-house marketing department,
Combine LegacyPRO with direct mail postcards, display ads, Newslets, a Donor Album to create a powerful, customized complete marketing solution.
