Premium & Innovative Solutions

Driving Your Nonprofit forward

Your All-in-One Planned Giving Marketing Center

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. 

Legacy Organizer 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.

Legacy Organizer Logo

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.™

Blocks spelling our funding on a table over economic and financial charts and graphs
Sustainability
Viken Mikaelian

Stop Begging, Start Planning: Why Foundations Are Done Funding Complacent Nonprofits

For too long, nonprofits have relied on reactive fundraising—chasing grants and emergency appeals. Today’s foundations demand more, prioritizing organizations with sustainable strategies over those operating crisis-to-crisis. The $68 trillion wealth transfer presents unprecedented opportunities, but only for nonprofits with modern planned giving programs. As Trump-era policy shifts demonstrated, diversified funding models provide essential resilience. Organizations clinging to outdated methods—like complex calculators and printed newsletters—are losing to those focused on donor relationships and digital engagement. The future belongs to nonprofits that plan strategically, not those that plead desperately.

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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