Compare LegacyPlanner™

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

The LegacyPlanner™ is more than a tool to plan your will, however. Since it can include a fully integrated planned giving website, it also serves as a comprehensive and trusted resource to educate your donors on other ways to give.

The capability to plan and create a will online has facilitated a significant number of bequests, thus making an online will creation tool essential to facilitate gift-planning opportunities for your nonprofit’s donors.

But there are some critical differences in its implementation that help you market and strengthen your brand.

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!

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. 

Please select:
How did you hear about us?