1288 Valley Forge Rd. Building 82
(800) 490-7090

Website Levels & Outreach

We offer simple planned giving websites to robust online solutions for sophisticated donors. They are all branded with your “look and feel” and customized with your gift acceptance policies, age and gift minimums, and more.

Contact us or call 800-490-7090 to set up a demonstration to see how easy it is to put these powerful gift planning lead generation and marketing tools in place for you.

Beneficiary Designations
New
$2,995

One Time Fee
$650 Setup

100% branded website
Beneficiary Designation Gifts
2 custom pages
8 standard pages
Marketing outreach/toolkit

Legacy Pro Outreach
$3,995

Per Year
$850 Setup

100% branded website
Covers all planned gifts
10 Custom pages
65+ standard pages
Marketing outreach/toolkit
Planned giving calculators
Donor & advisor calculators
Interactive Plan-a-Gift
Social media integration
Videos, eBrochures (optional)
Rotating weekly content
Advisor website (optional)

Legacy Pro Advantage
$7,995

Per Year
$1,250 Setup

100% branded website
Covers all planned gifts
12 Custom pages
80+ standard pages
Marketing outreach/toolkit
Planned giving calculators
Donor & advisor calculators
Interactive Plan-a-Gift
Social media integration
Videos, eBrochures (included)
Rotating weekly content
Advisor website
Over $100,000 content:
Bequest Toolkit
CGA Toolkit
InDesign templates
Planned giving content library
Financial & advisor content
Branded bequest video
Estate Planning Toolkit

Set-up fees apply to all planned giving websites. Please read details on Beneficiary Designations.
All include extensive analytics, mobile versions, and overly simplified donor-centric gift planning content written by marketing experts and legally vetted by attorneys.
Always current with new tax laws.

Enterprise

The solution for foundations and their non-profit partners.

  • Legacy Enterprise (perfect for foundations where 90% of focus is planned giving)
  • Cash Donation/Credit Card Modules
  • Starting at $12,900
  • Too many features to list; please call

New!

Beneficiary Designations Website and Marketing Toolkit.
Developed for the smaller shop that does not accept life income gifts.