The Legacy Family of Will Planning Tools

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.

Your Brand, Your Donor Experience

LegacyPlanner™ operates entirely within your nonprofit’s branded environment when combined with our planned giving websites. Unlike other services that redirect donors to third-party commercial sites, our platform maintains your visual identity, messaging, and donor relationship throughout the entire estate planning process.

This seamless branding isn’t just about aesthetics—it’s about trust. When donors see your logo, colors, and messaging consistently, they feel confident sharing sensitive information and making important legacy decisions. We’re the only planned giving solution that fully preserves your brand integrity across every interaction.

Explore the three levels of LegacyPlanner™ below to find the perfect fit for your organization.

Your Donors Never Leave Your Trusted Environment

When donors begin their estate planning journey on your website, they stay within your secure, branded ecosystem. No redirects to third-party vendors. No loss of control over sensitive donor data. 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 remains front and center

Compare this to typical vendor URLs that bury your identity:
vendor.com/app-ni/yourname
Your organization becomes an afterthought

Every detail matters when building donor trust. That’s why we ensure your brand equity grows stronger, not weaker, throughout the planned giving process.

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.

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.