Compare LegacyPlanner™

There is no shortage of online will-creation tools, and they all basically work the same way. Because legally, they have to. But the similarities end there.

The LegacyPlanner™ transforms the traditional estate planning process into a powerful donor engagement platform. With its optional fully integrated planned giving website, it serves as your organization’s comprehensive hub for philanthropy education, empowering donors to explore and understand the full spectrum of giving opportunities.

Online will creation tools have facilitated millions of dollars in confirmed bequests, demonstrating how essential these platforms are. While others offer basic will creation, the critical difference with LegacyPlanner™ is the seamless integration with a complete planned giving website – creating a unified platform for your donors’ giving journey.

Now, with LegacyPlanner™, you can extend your trusted relationship with donors into their estate planning, creating a legacy that benefits both their families and your mission for generations to come.

Three Levels of LegacyPlanner™

LegacyPlanner™

PRO
Full Featured. Industrial Strength.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Fixed Fee. No Surprises.
Multi-Year Discounts
Popular

LegacyPlanner™

PLUS
No Frills. Yet Valuable Dashboard.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Fixed Fee. No Surprises.
Multi-Year Discounts
Affordable

LegacyPlanner™

LITE*
Perfect for the Smaller Shop.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Fixed Fee. No Surprises.
Multi-Year Discounts
No Excuse!

*Perfect integration with the Legacy Micro Planned Giving Website developed for the smaller shop in mind.

Compare With Competing Products

FEATURES

LEGACYPLANNER

OTHERS

*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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