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What's Included

LegacyPlanner™ is your complete bequest toolkit! It comes with extensive outreach and other benefits. See below.

Frequent Questions

WHAT'S INCLUDED*

Will Planning Platform for Donors
Marketing Outreach (brochures, content, more)
Branded Analytics Dashboard
Advisor Guide Copy
Bequest Brochure
Trusts 101 Brochure
Estate Planning Week Content
National Philanthropy and Make a Will Month
Giving Tuesday Content

ONGOING SUPPORT & EDUCATION

Templates are in Adobe InDesign. Microsoft Word Documents for solicitation letters, thank you letters, intention forms, etc.