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Your All-in-One Planned Giving Marketing Center

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Websites

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Will Planners

Postcards

Ways of giving brochures and single topic brochures from bequests, gift annuities, stock, IRA, QCD

Brochures

Legacy Giving in a Box — helps you raise more bequests

The Box

Free downloads — gift planning tools, forms, guides, donor questions, and more

Free

This team makes it easy for us to offer robust and interactive Planned Giving information with website pages that integrate seamlessly with the look and feel of our site.
Barbara Khalouf
Barbara KhaloufDirector of Development, Access Living
This is a valuable resource for any organization seeking to close more, better gifts of real property
Scott Lumpkin
Scott LumpkinFormer Vice Chancellor of University Advancement, University of Denver
I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.
Jessica Chapman
Jessica Chapman Director of Planned Giving, ALS National
You help us make a difference in the world.
Dr. James Salley
Dr. James SalleyPresident, Africa University
Fantastic Group!
Tom Ferro Christian Brothers Academy
Tom Ferro Christian Brothers Academy
These folks are consummate professionals who work diligently to help make non-profits better. We are honored to be partnering with them.
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
You have made it possible for our small development shop to be able to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
They offer incredibly helpful tools & materials, and the client service is top notch!
Kim Intino / Director of Planned Giving, Physicians for Responsible Medicine
Kim Intino / Director of Planned Giving, Physicians for Responsible Medicine
We've used PlannedGiving.com for a few years now and we're very happy with them. Incredibly responsive, easy to work with, great value, and some cool resources for donors and prospects. I definitely recommend.
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
They get results. Cutting edge ideas and donor centric messaging with a dash of humor. My donors love that.
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
I am able to get the structure I need, design , print and mail with just a little bit of work on my end. So I think this is a great place for NGOs who want to have a Legacy Giving program but not a dedicated staff person!
Jeri Howland / Director of Philanthropy , The Climate Center
Jeri Howland / Director of Philanthropy , The Climate Center
I love the new layout of my planned giving website. Very professional, clean, intuitive and easy to navigate.
Gary Bukowski / Sarah Reed Children's Center
Gary Bukowski / Sarah Reed Children's Center
Viken Mikaelian and his team do an excellent job. They're always coming up with new and better ways to promote planned giving and they're always helpful.
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
A tremendous resource to me and the nonprofits I serve through my consulting practice. Their Legacy Giving in a Box for smaller shops is exceptional. Equally impressive is their newest initiative "The Center for Major Gifts."
Barbara Kappel / Consultant, Kappel & Associates
Barbara Kappel / Consultant, Kappel & Associates
Very professional and would recommend them to anyone!
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
Very knowledgeable and responsive. With access to leaders in the area of planned and legacy giving, PlannedGiving.com is my go-to resource for information and ideas.
Josefa Bethea-Wall / <span class="testimonial-company test_company">Planned Giving, Africa University</span>
Josefa Bethea-Wall / Planned Giving, Africa University
Highly professional group who know what they are doing. The team delivers on what they promise; often ahead of schedule. Perfect resource for any size development office!
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
They are the perfect partner for our organization. Their team has succeeded in improving our online presence and increase and improve cultivation and outreach by mail. They are all great to work with. Responsive, knowledgeable, professional.
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Great content for our website — really clear, attractive, and useful. I just downloaded of a brochure that we'll offer at an upcoming event and use at donor visits. It was easy to customize and looks great. Staff and leadership are all extremely knowledgeable and helpful.
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
They worked closely with us to get us the features we needed for our website. They have been professional, responsive and a joy to work with every step of the way. I highly recommend them!
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
You are a wonderful company with good resources to use when discussing planned giving with potential donors. I will highly recommend you to my peers.
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Smith College we have a tradition called Mountain Day. We never know exactly what day that will be, and this year it came fast. We always thank our society members for Mountain Day with a postcard. We were impressed by the highly responsive team to execute our creative marketing needs on extremely short notice. The finished product was beautiful.
Debra Wright / Gift Planning Administrative Coordinator, Smith College
Debra Wright / Gift Planning Administrative Coordinator, Smith College
The company is very attentive and quick to respond to our needs. We have been very happy with their services over the years. Highly recommend.
Lynda McMillen / Director of Development, Sunnyside Communities
Lynda McMillen / Director of Development, Sunnyside Communities
Stock and IRA distributions have gone quite well! And we may have a million dollar bequest soon.
Jessica Chapman / Director of Planned Giving, ALS National
Jessica Chapman / Director of Planned Giving, ALS National
A picture of a woman with laptop and coffee cup making a planned giving donation online and considering a bequest.

Planned Giving Websites

Your legacy website provides donors 24/7 access to your information to fulfill their philanthropic needs.

From enterprise-level planned giving marketing websites for large organizations to more basic builds for smaller nonprofits and churches, our solutions deliver donors to your doorstep.

Why you need a planned giving website?

LegacyPRO Websites

For organizations with well-established back-office planned giving operations.

Planned Giving Toolkit and Micro Websites

Designed for smaller shops: Strengthen your online fundraising presence—fast, affordable, and effortless. Build trust and authority with ease.

Micro Sites For Churches

Your donors are “there” every Sunday. Show them what planned gifts can do for them, and for the Church. 

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Logo - Legacy Giving in a Box

Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions. 

For Any Nonprofit With a Small Shop

Did you know that annual gifts and major gifts go up when you have a planned giving program in place? Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. 

The instructions are simply laid out that it carries no learning curve. It has all the content and tools you need — from what to mail, gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.

Don’t have time to implement The Box yourself? Ask how you can work with an approved coach. 

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The Box is now available with LegacyPlanner™ and LegacyOrganizer™

Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.

7 Estate Planning Must-Have Tools

The Box or Legacy PRO?

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LegacyOrganizer™

The LegacyOrganizer™ collects and organizes one's assets thus streamlining the visit with an attorney.

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LegacyPlanner™

The LegacyPlanner™ creates a legal will in 50 states. Can be used as is or reviewed by the donor’s attorney.

Primers

Planned Giving Boot Camp for Major Gifts Officers (MGOs)

Initiating the Legacy Conversation

Estate Planning for Women (Free!)

Pro Planned Giving Tips

52 weekly tips, 52-second read each

Resources

What Is Planned Giving?

Myths, Facts, Stats & Ruminations

Why Online WIll Planners?

Assess Your Readiness

Is Your Board Ready for Planned Giving?

Test Your Planned Giving I.Q.

How to Launch a Planned Giving Program

11 Proven Tips to Market Legacy Gifts

How Planned Gifts Work (videos, donor profiles, more)

Compare Giving Vehicles

For the Small Nonprofit: Planned Giving Micro Websites

Planned Giving Infographics

Beneficiary Designations

Glossary

Endowment Calculator (free)

National Estate Planning Awareness Week Downloads

Pocket Guides

Planned Giving Pocket Guide for Professional Gift Planners

Get the insider’s guide to planned gifts! You’ll better understand the upsides and downsides of gifting options. Available in three versions for:

  • Professional gift planners
  • Major Gifts Officers
  • Board Members and Volunteers

Frequent Questions (FAQs)

Giving Tomorrow Magazine Cover

Click above for sample issue

Discover Giving Tomorrow

Featured Cover

Pazit Levitan

Director of Development
American Friends of Soroka Medical Center

Pazit’s doctoral research explored how women become influential leaders on nonprofit boards. As she interviewed seasoned board directors, she found solidarity and inspiration from others who were, like her, juggling it all.

Other Articles

  • Your Voice: “Better Late Than Never”
  • Ask the Expert! (Should charities accept gifts of life insurance?)
  • Initiating the Legacy Conversation
  • Creating Chemistry
  • Keep It Simple; Sell the Sizzle
  • Call to Action
  • And more…

For the Success Minded

Exclusive interviews, tips, research, case studies and stories from nonprofit experts. Giving Tomorrow is the first and only magazine devoted to marketing planned gifts and blended gifts, so you can grow your nonprofit’s endowment — and your own fundraising career.

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Planned Gifts Can Get Complicated. Marketing Them Shouldn't Be.™

Hand holding phone showing legacy and annual giving ad, with mailer and website in background
Planned Giving Marketing
Jesse Park

Promoting Legacy Giving in Your Annual Fund Communications

Too many nonprofits miss easy opportunities to remind donors about legacy giving in their annual fund communications. While major campaigns focus on “demystifying legacy giving,” simple tweaks in regular outreach can be just as effective. Add a legacy message to your email footer, highlight donor stories, include a subtle legacy ask in year-end appeals, and train your team to introduce the idea naturally. Legacy giving isn’t just for the wealthy—it’s about impact. Small adjustments today can inspire transformational gifts tomorrow.

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Multiple hands pointing to a person under magnifying glass, symbolizing personalization in planned giving
Stewardship and Relationships
Viken Mikaelian

Personalization Is Key to Planned Giving

Personalization in planned giving isn’t just thoughtful—it’s essential. Donors want to feel seen, heard, and valued. They’re not giving to a logo; they’re giving to a person they trust. From using real photos to remembering birthdays, every personal touch deepens the connection. This blog explores how small, intentional actions—like phone warmth, handwritten notes, and tailored messaging—can transform your outreach. Personalization builds trust, and trust builds legacy. It’s time to retire the grey flannel suit and put people first.

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About Us sign on rustic wooden background
Planned Giving Marketing
Viken Mikaelian

Your Bio Is Boring. Let’s Fix That.

Forget stiff, lifeless bios. Donors don’t leave legacies to titles—they give to real people. Warm, engaging staff bios build trust and spark connections before the first call. Keep it brief, add personality, and use a professional tone that reflects your mission. Include photos, credentials, and a fun detail or two. Your bio isn’t just an intro—it’s an invitation. Make it human. Make it memorable. Solid tips included.

Read More »
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