Legacy Planning Is Critical to Philanthropy

If your supporters don’t plan their estates, they can’t leave you estate gifts. That’s why legacy planning is so important to the future of philanthropy—especially when you consider that over than 68% of Americans do not have a valid estate plan!

An estate plan, or legacy plan, allows for the creation of planned gifts (also called legacy gifts). The most common is a simple gift through a will—a bequest. And in the 21st Century, the future of bequests is online.

Will & Bequest Planners Have Raised Billions

Savvy nonprofits that make the most of online will planners are receiving an astonishing number of bequests in return. That’s because secure, easy-to-use online will planners make it simple for folks to protect their families while also supporting their favorite causes.

That’s why you need our  LegacyPlanner™ or LegacyOrganizer™ integrated into your planned giving website.

Our Legacy Family of Tools are “hard-wired” into your planned giving website. They are not an add-on, like other products in the marketplace.

As a result, our Legacy Tools carry over 25 context-sensitive links from your bequest pages, beneficiary designation pages, and from the footer of every section of your gift planning pages.

They’re also customizable, and—perhaps most importantly—carry your nonprofit’s distinctive brand.

Whether your supporters want to create their will entirely online, or wish to plan ahead for a trip to an estate attorney, we’ve got you covered.

Our LegacyPlanner™ and LegacyOrganizer™ give your nonprofit added credibility and also open the door to other gifting opportunities with convenient, context-sensitive links on your planned giving website. This keeps your organization top-of-mind — and makes it easy for donors to include a bequest or decide whether a different type of gift would be more appropriate.

Contact us to learn more.