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Happy Birthday, LifeLegacy!

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This month, I’m thrilled to celebrate LifeLegacy turning 4! πŸŽ‰

In just four short years, we’ve partnered with a diverse range of nonprofit organizations, from large institutions to local community groups. In the last quarter alone, we’ve welcomed over 4000+ churches alongside numerous animal welfare, higher education, senior care, veteran services, human rights organizations, and others. πŸΎπŸ›οΈπŸ‘΅πŸͺ–πŸŒ

Here’s a snapshot of our incredible journey, and we’re not slowing down:

πŸš€ $100M+ in pledged planned gifts in the past 12 months, with a bold mission to reach $1 billion.

πŸ† The most affordable and comprehensive planned giving platform in the market, offering robust tools and curated marketing resources.

βœ… The only planned giving platform to offer complete white-labeling and customization, ensuring your brand remains at the forefront, fostering trust and connection with your donors.

πŸ”— Integrations with major CRMs for smooth data syncing and enhanced transparency to cultivate more gifts with effective stewardship.

🀝 Partnerships with industry leaders like Plannedgiving.com to elevate the donor and nonprofit experience, making planned gifts effortless for donors and seamless for nonprofits to secure, steward, and receive.

From a handful of nonprofits at launch to a thriving community of partners, we are turning dreams into reality!

As a testament to our commitment, we recently launched the LifeLegacy Planned Giving Grants Program, receiving over 500+ applicants in the first two weeks and awarding $250K in planned giving grants.

Thank you to all our incredible partners for believing in us and joining us on this mission. Here’s to the next four years of growth, innovation, and making a lasting impact together.

Simply put, we love what we do, we love our partners, and we love helping you succeed! 🫢 🫢 🫢

Spencer Cassidy

Co-founder & CEO, LifeLegacy

Β 

Author: Spencer Cassidy

Co-Founder & CEO
spencer@lifelegacy.io

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Estate Planning Resources to Educate Your Nonprofit’s Donors

Empower Your Donors With Free Estate Planning Education

As a planned giving professional, one of the most powerful ways to engage donors is by helping them take the first step in securing their legacy. That’s why we’ve created a comprehensive, donor-friendly guide to estate planning: Starting Your Estate Plan: What to Know. This curated collection of educational resources includes articles, checklists, and FAQs that cover everything from when to start an estate plan, to common misconceptions about wills and trusts. Each piece is designed to demystify the process and equip your supporters with the knowledge they need to make confident, informed decisionsβ€”no legal jargon involved.

A Lasting Legacy: How One Family Ensured Public Access to a Natural Treasure

At LifeLegacy, we often talk about the power of estate planning to extend beyond personal inheritance, benefiting entire communities for generations to come. This inspiring story of the Garden of the Gods in Colorado Springs is a perfect example of such a philanthropic vision brought to life through thoughtful planning.

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