Do-It-Yourself Solutions

Back Office Tools with Planned Giving Websites

Each of the suite of tools below includes a planned giving website in addition to outreach, back-office materials and other various downloads. If you are interested in a planned giving website only, please visit this page.

Planned Giving Websites
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  • LegacyLite Website

    Covers Beneficiary Designations

  • Outreach

    Basic content and templates to begin a planned giving outreach

  • Back Office Operations

    Everything you need to formalize your planned giving program (contents, PDF)

  • Stewardship Tools

    Everything you need to systematically build donor relationships (contents, PDF)

Planned Giving Toolkit

  • LegacyMicro Website

    Covers Summary of Planned Gifts

  • Outreach

    Basic Outreach and Brochure Templates

  • Bequest Centric

    All planned gifts are covered but bequests are weaved throughout.

  • For the Smaller Shop

    The Planned Giving Toolkit is ideal for the smaller shop or the nonprofit starting a new program.

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