1288 Valley Forge Rd. Building 82
(800) 490-7090

Two Brochures.

Gear Up With These


Gear Up With These Webinars


Planned Giving Websites.

Smart. Responsive.

Each a 52 Second Read.

Delivered Once a Week.

Planned Giving Tips.

It’s More Than Just Money.

Planned giving is about credibility and legitimacy. If you’re not taking it seriously, you and your organization will not be taken seriously.

A planned giving website for your prospects and even a planned giving website for financial advisors is not an add-on to your marketing plan. It’s the hub. A must. And it gives them 24/7 access to your information.

From a no-nonsense simple online presence to robust solutions for savvy donors.


Landing pages with digital outreach (e-broadcasts) is the way to get attention and convert casual browsers to active visitors.


Brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.

This is not a criticism. Just a fact. Become a resource to them.


Practical. Informative. Useful.

Over $250,000 worth of content in MS Word, templates and toolkits at your disposal.

Gift Acceptance Policy? Description of Lead Trusts? Need a template on a ways-of-giving brochure? It’s all here for you to download.

All of these can be purchased at PlannedGiving.Net. They are available free of charge for LegacyPRO Advantage clients (some exceptions apply).

All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser (and attorney) who has raised millions.

  • Module 1: Website, Marketing, Outreach
  • Module 2: Back Office Operations (all the forms you need to formalize your program)
  • Module 3: Building Donor Relations (tools and forms)

Purchase the entire Box as a whole, or each module separately. More.