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.

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.

We’re the only planned giving solution built to protect your brand integrity across every donor interaction.

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.

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.