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.

Four Platforms to Choose From

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
Integrations*
Fixed Fee. No Surprises.

$9,995

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
Integrations*
Fixed Fee. No Surprises.

$3,995 / year

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
Integrations*
Fixed Fee. No Surprises.

$1,495 / year

Multi-Year Discounts
No Excuse!

LegacyOrganizer™

LITE
Designed to Organize Assets
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
Integrations*
Fixed Fee. No Surprises.

$495

Multi-Year Discounts
No Excuse!

*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

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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