Your Donors Need a Good Estate Plan

The Estate Planning Gap

Over 70% of Americans don’t have a valid will.

For nonprofits, this represents both a challenge and an opportunity. Your donors want to provide for their families AND support causes they believe in—but many don’t know where to start.

LegacyPlanner™ bridges this gap with a free, attorney-vetted online tool that makes estate planning accessible while naturally encouraging charitable giving.

How LegacyPlanner™ Serves Your Donors

This intuitive platform helps donors:

• Create a legally valid will online
• Inventory assets and organize important documents
• Name beneficiaries (including your nonprofit)
• Plan for healthcare decisions and guardianship
• Prepare for meetings with estate attorneys

All at no cost to them.

Why This Matters for Your Organization

When donors use LegacyPlanner™ through your website, they’re prompted to consider charitable bequests at the perfect moment—while actively planning their legacy.

Benefits for your nonprofit:

• Offer valuable service that builds donor loyalty
• Generate legacy gifts naturally, not through hard asks
• Track engagement with built-in analytics
• Strengthen relationships by helping donors protect their families

Perfect for Most Estates

Most estates don’t need complicated planning.

If your donors have:

• A home and retirement accounts
• Clear wishes for their family
• A favorite charity or two to remember

Then LegacyPlanner™ provides everything they need to create a complete, legal estate plan.

Simple doesn’t mean unimportant. Even straightforward estates benefit from proper planning to:

• Avoid probate delays and costs
• Ensure assets go where intended
• Prevent family confusion or conflict
• Include meaningful charitable gifts

For more complex situations (multiple properties, business ownership, special needs planning), LegacyPlanner™ still adds value. Donors can start their plan online, organize all their information, and then take it to an attorney. This preparation typically saves hours of billable time—meaning hundreds or even thousands of dollars in legal fees.

The best estate plan is the one that gets done. LegacyPlanner™ makes it easy for donors to start today.

The Smart Planning Advantage

Tax Benefits Worth Sharing

Charitable bequests can:

• Reduce or eliminate estate taxes
• Create income tax deductions (for certain gift types)
• Maximize impact through strategic giving structures

Beyond the Will

LegacyPlanner™ helps donors understand the complete picture:

• Retirement account beneficiaries
• Trust considerations
• State-specific requirements
• When professional guidance is essential

Simple Integration, Powerful Results

Adding LegacyPlanner™ to your planned giving program is straightforward:

1. Embed the tool on your planned giving website with your branding
2. Promote through social media and any donor communications
3. Track engagement and follow up with interested donors
4. Celebrate donors who notify you of their planned gifts

Take Action Today

Your donors need estate planning. Your mission needs legacy support. LegacyPlanner™ connects both needs with a professional, donor-friendly solution.

Ready to learn more? Contact us today to see how LegacyPlanner™ can enhance your donor engagement strategy and inspire more legacy gifts.