Unlock 10 Proven Planned-Giving Moves

10 Tactics. Free Outline + Video

Why You Need a Planned Giving Website

Your donors expect instant, on-demand access to legacy-planning resources. Without a dedicated site, you:

  • Miss out on qualified leads the moment interest peaks
  • Undermine your organization’s credibility and trustee confidence
  • Frustrate prospects forced to hunt for information elsewhere

A purpose-built planned-giving website lets you capture intent the instant a donor is ready to explore legacy gifts, build trust with prospects and earn respect from your board, reinforce your authority as the go-to expert in planned giving, and convert interest into long-term commitments—automatically.

Invest once, engage forever.

LegacyPRO Websites

Trusted by more than 600 nonprofits, our enterprise-grade LegacyPRO Websites run on the authoritative plannedgiving.org domain, feature fully branded site designs that deliver board-endorsed credibility, and keep donors engaged on your site—so your trustees rest easy.

Planned Giving Toolkit and Micro Websites

Tailored for smaller shops and nonprofits: launch a fully branded microsite in days—not months—plus a complete outreach toolkit of ready-to-use email, social, and print templates. Everything you need to launch, promote, and start capturing legacy gifts immediately—all for a single, transparent flat rate.

Micro Sites For Churches

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

The Legacy Family of Will Planning Tools

Did You Know?

Over 72% of Americans don’t have a will. LegacyPlanner™ guides donors to action—right on your planned giving website.

Welcome to the 21st Century of Legacy Planning.

  • Generates a fully legal will in all 50 states—donors finish in minutes, no attorneys required.
  • Hosted on your own planned giving website to keep prospects focused on your brand, not someone else’s.
  • Includes 25+ embedded entry points on your planned giving pages to capture donor intent immediately.
  • Provides a Nonprofit Dashboard showing clear, actionable pipeline metrics (no hidden data).
  • Delivers built-in upsells to other planned gifts (CGAs, beneficiary designations, and more).
  • Completely white-labeled: Zero ads, zero donor-data resale—your mission stays front-and-center.
  • Flat-rate pricing: free for donors, simple and predictable for you—no hidden fees or percentages.
  • Purpose-built integration with PlannedGiving.com planned giving websites—ready on Day 1 with zero IT headaches.

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. 

Legacy Planner Logo

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

GIVING magazine isn’t just a publication—it’s your access to the minds of top philanthropic innovators. Formerly Giving Tomorrow and published by PlannedGiving.com, this reimagined resource is now proudly powered by Philanthropy.org, the leading hub for nonprofit leadership and fundraising insights.

With expanded content on personal growth, professional development, and nonprofit leadership, the magazine delivers insights designed to transform your career, your organization, and your impact.

For the Success Minded

Exclusive interviews, tips, research, case studies and stories from nonprofit experts. GIVING magazine 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.™

Our Motto Since 1999

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