Not Just a Tool — a System
On its own, a will planner is a tool. Paired with our Legacy Campaign, it becomes a relationship engine that delivers measurable impact.
The Power Is in the Campaign
Tools spark interest. Campaigns convert interest into impact. That’s what makes our Legacy Campaign the proven choice.
Learn More
Fully Integrated, Not Just Added On
Unlike standalone tools that connect through a single link, our Legacy Family of Tools are hard-wired directly into your planned giving website’s architecture. With over 25 context-sensitive connection points throughout your bequest pages, beneficiary designation sections, and gift planning content, donors discover relevant tools exactly when they need them.
LegacyPlanner™ enhances your credibility while creating natural pathways to explore different giving options. When a donor reading about bequests sees a contextual link to estate planning tools—or someone reviewing beneficiary designations finds resources tailored to their interests—you’re meeting them at their moment of highest engagement.
This deep integration keeps your organization top-of-mind throughout the donor’s decision journey, making it effortless for them to take the next step, whether that’s including a bequest or discovering that another gift type better suits their goals.
CRM Integration
Every donor interaction integrates seamlessly with your nonprofit’s CRM—ensuring data capture, follow-up, and long-term stewardship happen automatically.
We support direct integrations with:
- Blackbaud (RE NXT)
- Virtuous
- Bloomerang
- Neon One
- EveryAction
- Little Green Light
- …and more.
Note: Salesforce integration is available at an additional cost.
Keep Your Donor’s Trust—Every Step of the Way
LegacyPlanner™ lives entirely within your nonprofit’s branded planned giving website. No redirects. No brand confusion. No lost trust.
Unlike vendors who send donors to third-party sites (and often to their “trusted” attorneys), our platform keeps your identity, messaging, and donor relationship intact—from start to finish.
That’s not just branding. That’s trust. When donors see your logo, your colors, and your messaging at every step, they’re more likely to share sensitive information and make meaningful legacy decisions.
In addition, add personalized elements—such as specific messages—that appear in pop-ups throughout the donor journey. This makes the giving experience feel deeply personal, authentic, and connected to your community of parishioners.
We’re the only planned giving solution built to protect your brand integrity across every donor interaction. No one else offers this level of integration, personalization, and aligned donor engagement. It’s a platform designed to serve your mission and strengthen donor relationships where it matters most.
No Redirects. No Confusion. Just Trust.
When donors begin their estate planning journey, they stay on your site—your secure, branded environment. No third-party redirects. No donor data loss. No confusion about who they’re trusting with their legacy decisions.
We own PlannedGiving.org—the domain trusted by donors, attorneys, and financial advisors nationwide. Your custom URL reinforces this credibility:
yourname.plannedgiving.org
Your brand stays front and center
Compare that to typical vendor URLs like:
vendor.com/app-ni/yourname
Your organization becomes an afterthought
Every detail matters when building donor trust. That’s why we help your brand equity grow stronger—not weaker—throughout the giving process.
Creating a will online is just the first step—making it legally binding is what truly matters.
With LegacyPlanner™, your will meets every legal requirement in your state—guaranteed.
As soon as you select your state, our system automatically applies your jurisdiction’s exact rules:
- Your state’s required number of witnesses—automatically applied
- Age and eligibility verification for every witness
- Notarization requirements flagged instantly
- Special provisions for Louisiana, Texas, and other unique states
Once your will is created, we guide you through every remaining step:
- Step-by-step signing ceremony walkthrough with visual guides
- Formalization instructions built right into your document
- A detailed follow-up email outlining exactly how to finalize everything
Why this matters:
A single missing signature. One ineligible witness. That’s all it takes for your will to be thrown out—leaving your family without clear direction when they need it most.
LegacyPlanner™ combines the convenience of online will creation with the certainty of full legal compliance. We guide you through every signature, every witness, every notarization—until your will is bulletproof.
Because your peace of mind depends on getting it right.
This version maintains professionalism, emphasizes your unique value, and creates urgency without criticizing competitors.
Will and Bequest Planners Have Raised Billions
Unlock the Power of Digital Estate Planning for Your Nonprofit
While over 70% of Americans lack a will, forward-thinking nonprofits are transforming this challenge into opportunity. Organizations using integrated online will planners are seeing dramatic increases in bequest commitments—and that’s just the beginning.
LegacyPlanner™ seamlessly embeds into your planned giving website, turning casual visitors into committed legacy donors. When someone engages with free estate planning tools, they’re already thinking about their legacy—the perfect moment to introduce charitable remainder trusts, gift annuities, beneficiary designations, and other giving vehicles that align with their financial goals.
LegacyPlanner is 7x more likely to generate a planned gift than the national average. Why? Because estate planning attorneys aren’t thinking about your organization—but we are. LegacyPlanner knows who your donors are and philanthropically nudges them throughout the experience, giving them the ability to protect their loved ones and the causes they care about most.
The results speak for themselves: nonprofits with integrated will planners report exponential growth across all planned gift types. Don’t let this untapped potential slip away.
