Premium & Innovative Solutions

Driving Your Nonprofit forward

Your All-in-One Planned Giving Marketing Center

Teamwork driving nonprofit growth forward with planned giving—illustrating momentum, strategy, and long-term fundraising success together

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?

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

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

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. 

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

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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.

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.

MORE

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

Boardroom of executives desperately searching for trendy buzzwords instead of actual strategy. Innovation clearly not on the agenda.
Planned Giving Marketing
Viken Mikaelian

100 Delusions

100 Fundraising Delusions (and the People Who Still Believe Them) isn’t a blog. It’s a mirror—and not the flattering kind. After 26 years in this business, I’ve heard it all: the excuses, the sacred cows, the budget-killing fantasy thinking. From “We need younger donors” to “We’ve got FreeWill, so we’re covered,” this list delivers 100 cold truths—each one a quiet reason your fundraising isn’t working. If you see yourself in a few, congratulations—you’re self-aware. If you don’t see yourself at all?
Well… that’s Delusion No. 100.

Read More »
Cartoon illustration of a planned giving expert speaking at a podium with an open book, delivering a seminar on charitable estate planning and legacy gifts.
Planned Giving Marketing
Viken Mikaelian

Hosting a Planned Giving Seminar?

Thinking of hosting a Planned Giving Seminar? Great—if your goal is to perfect the sound of silence. Most people would rather organize their sock drawer than attend something that sounds like a tax lecture. Want them to actually show up? Call it “Estate Planning for Grown-Ups Who Don’t Want Chaos.” Talk about protecting their family, not charitable trusts. Trust us—once they’ve planned for their dog, their alma mater might just sneak into the will.

Read More »
A couple looking at a laptop computer together, to illustrate the concept of online will creation.
Planned Giving Marketing
Jordan Cassidy, CAP

Why Most Will Tools Miss the Mark — and What LegacyPlanner™ Does Differently

Most will-making tools end the conversation. LegacyPlanner™ begins it. Unlike generic platforms, LegacyPlanner™ integrates with your planned giving website, guiding donors through their entire legacy journey—not just creating a will, but exploring all giving options. It’s designed to educate, inspire, and build lasting relationships. The result? More meaningful gifts, stronger connections, and long-term impact. If you’re ready to move beyond transactions and build true donor engagement, LegacyPlanner™ is the tool your planned giving strategy needs.

Read More »

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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