LifeLegacy has officially launched its new integration with Virtuous CRM, creating a seamless solution for nonprofits to manage their planned giving efforts. Nonprofits using LifeLegacy’s Giving Suite can now automatically transfer planned giving data directly into Virtuous’ CRM, including gift size, gift type, and more. This integration simplifies donor management by ensuring planned giving data is always up to date and accurately reflected across both platforms.
For existing donors on Virtuous, LifeLegacy’s integration will automatically update or enhance records with planned giving information. If a record doesn’t exist, LifeLegacy will create one—eliminating manual data entry and reducing the complexity of consolidating donor data.
Spencer Cassidy, CEO of LifeLegacy, explained: “With this integration, nonprofits don’t have to worry about fragmented data or juggling multiple platforms. By syncing planned giving data directly into Virtuous, fundraisers can stay organized and focus on raising more gifts, rather than worrying about data management.”
Mallory Greer, Director of Partnerships at Virtuous, added: “This partnership is centered on maximizing efficiency and driving impact. Nonprofits can now integrate LifeLegacy’s tools with Virtuous, streamlining their processes and keeping everything in one place. It’s all about empowering organizations to engage donors and steward planned gifts more effectively.”
By streamlining data transfer, the LifeLegacy and Virtuous integration provides nonprofits with a powerful tool to maximize their fundraising potential and ensure planned giving efforts are both efficient and effective.
For more information and to see the integration in action, schedule a demo today.
LifeLegacy and Ministry Brands announced a new strategic partnership that will expand access to modern planned giving for churches, ministries, schools, and faith-based nonprofits nationwide.
Planned giving can be one of the most powerful drivers of long-term nonprofit sustainability. Bequests and other legacy gifts are often the largest contributions an organization will ever receive. They deepen donor loyalty, stabilize future revenue, and connect supporters’ personal legacies to mission impact.
At the same time, we are experiencing the largest intergenerational wealth transfer in history. Donors are updating wills, making estate planning decisions, and planning the distribution of assets right now. Nonprofits that are not present in those conversations risk being left behind.
Both allow donors to support causes they love. Both offer tax advantages. And both represent billions of charitable dollars waiting to be activated. Yet many donors — and even nonprofits — still find them confusing. LifeLegacy, the leading planned giving platform for nonprofits, understands this challenge.
Here’s a simple breakdown of what these tools are, why they matter, and how nonprofits can help donors move from intention to action. Let’s start with the definitions.
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