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How to Designate a Beneficiary for a Life Insurance Policy
Learn how to designate a beneficiary for a life insurance policy to ensure your loved ones receive the financial support they need promptly and efficiently.
Your All-in-One Planned Giving Marketing Center
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.
For organizations with well-established back-office planned giving operations.
Your donors are “there” every Sunday. Show them what planned gifts can do for them, and for the Church.
Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
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.
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 LegacyOrganizer™ collects and organizes one's assets thus streamlining the visit with an attorney.
The LegacyPlanner™ creates a legal will in 50 states. Can be used as is or reviewed by the donor’s attorney.
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Is Your Board Ready for Planned Giving?
How to Launch a Planned Giving Program
11 Proven Tips to Market Legacy Gifts
How Planned Gifts Work (videos, donor profiles, more)
For the Small Nonprofit: Planned Giving Micro Websites
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Get the insider’s guide to planned gifts! You’ll better understand the upsides and downsides of gifting options. Available in three versions for:
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.
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.
MOREPlanned Gifts Can Get Complicated. Marketing Them Shouldn't Be.™
Learn how to designate a beneficiary for a life insurance policy to ensure your loved ones receive the financial support they need promptly and efficiently.
Explore the differences between revocable and irrevocable trusts for your estate planning needs.
Discover the crucial differences between a last will and a living will to ensure your medical and financial wishes are honored.
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