Compare LegacyPlanner™

Most online will-creation tools are essentially the same — because legally, they have to be. But that’s where the similarities stop.

LegacyPlanner™ redefines estate planning by transforming it into a dynamic donor engagement platform. Unlike generic will tools (LegalZoom, Freewill, GivingDocs, and a dozen others), LegacyPlanner™ works within our broader ecosystem—seamlessly integrating with your planned giving website to create a unified hub for donor education, engagement, and long-term philanthropy.

All these tools have already helped generate millions in confirmed bequests — proof that this model works. But LegacyPlanner™ goes further. It doesn’t just help donors create a will — it guides them through their entire giving journey, showcasing the full spectrum of planned giving opportunities in one seamless experience.

With LegacyPlanner™, you extend your relationship with donors beyond a transaction — into a legacy. One that supports their families and fuels your mission for generations to come.

Three Platforms to Choose From

*Integrations:

  • Legacy Micro Planned Giving Website ($0.00).
  • Blackbaud, Virtuous, NeonOne, Little Green Light, EveryAction ($295, one time fee)
  • Salesforce ($2,495 initial, plus $500/year thereafter)

NOTE: LegacyOrganizer™ has no integrations other than with LegacyPRO Planned Giving Websites.

Compare With Competing Products

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*What's a Trusted Authority URL and why is this important?

Several years ago we were far-sighted to invest in industry leading domains that protect the nonprofits’ brand and establish authority. We host the LegacyPlanner™ under these domains thus making donors feel more comfortable and secure interacting with your organization. Our list includes these trusted domains: plannedgiving.org. giftplanning.org, majorgifts.com, bequests.com, and philanthropy.care, just to name a few.

We’re often asked: “Can’t anyone do that?” The answer is no. Industry domains are unique just as toll-free numbers are (think “1-800-Flowers”).

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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