fbpx

Why Nonprofits Need a Dedicated Planned Giving Platform Built for Their Mission

LinkedIn
Twitter
Facebook

The fundraising landscape is shifting fast, and one thing is clear. Planned giving is no longer a back-of-house function. It is becoming one of the most reliable and strategic revenue engines for nonprofits of every size.

As donors adopt digital tools across every part of their lives, organizations are turning to online platforms to modernize planned giving. But here is the honest truth that nonprofit leaders already know. Not all planned giving platforms are built with nonprofits in mind.

And choosing the right partner makes all the difference.

LifeLegacy was created for one reason. To help nonprofits grow mission advancing gifts today and for generations to come. With hundreds of partners across the country and millions of dollars in planned gifts unlocked each month, our focus is clear and intentional. We exist to help fundraisers succeed.

Below are the core advantages nonprofits gain when they choose a platform built entirely for them.

1. A Partner Whose Mission Matches Yours

Many platforms entering the planned giving space serve multiple industries at once. Financial advisors. Membership groups. Employer benefits. Banks. When attention is split, nonprofits naturally become one segment among many.

LifeLegacy operates with a different philosophy. Nonprofits are not a category for us. They are the entire reason we exist.

Every product decision, donor flow, and feature release is shaped around what will help organizations secure more planned gifts. Integration priorities are chosen based on what fundraising teams actually use. Marketing assets are written in nonprofit language. And support is structured to give fundraisers what they need, not what another industry requires.

When your partner’s mission aligns with your mission, stronger results follow.

2. Fundraising Expertise You Can See and Feel

Planned giving is not just estate planning. It is relationship building. Stewardship. Donor psychology. Ethics. And the art of inspiring people to support a mission they love.

That is why LifeLegacy’s team includes CFRE and CAP professionals and seasoned nonprofit leaders who understand the heart and science of fundraising. This experience shapes everything we build.

You will see it in:
• donor journeys designed to inspire gifts, not just complete documents
• messaging built around trust and long term partnership
• onboarding led by people who have sat in development seats
• strategy guidance rooted in proven fundraising best practices

The difference is noticeable. It leads to more engaged donors and more mission advancing gifts.

3. Tools Built for Comprehensive Giving, Not Just Wills

A modern planned giving program needs flexibility. Today’s donors want multiple ways to give, both now and in the future.

LifeLegacy’s Giving Suite supports a full spectrum of giving opportunities in one seamless experience:
• current gifts like QCDs, DAF contributions, and beneficiary designations
• future gifts like bequests, estate commitments, and legally valid wills
• mission aligned guidance that keeps your organization at the center

Many general platforms treat planned giving as an output. LifeLegacy treats it as the purpose.

4. White Glove Support Designed for Nonprofit Teams

Technology is only half the equation. Fundraising success depends on the support that surrounds it.

LifeLegacy provides:
• donor ready campaign templates
• year round best practices marketing support
• clear reporting with nonprofit friendly data
• integrations with major CRM platforms
• proactive strategy reviews
• responsive, knowledgeable client managers

Because our focus is nonprofits, these are not extras. They are the standard.

5. Focus Drives Results

LifeLegacy’s impact speaks for itself. Hundreds of nonprofit partners. Strong engagement across every donor segment. Millions of dollars in planned gifts pledged regularly. And programs launched in days, not months.

For nonprofit leaders, the question becomes simple.

Do you want a partner that treats your mission as an afterthought, or one built entirely to advance it?

When you choose a nonprofit dedicated platform, you unlock alignment, expertise, and intentionality that translate into more gifts and stronger relationships. That is the power of working with a partner who is walking beside you for the same purpose.

Your mission deserves nothing less.

Author: Jordan Cassidy

jordan@lifelegacy.io

Explore

How Nonprofits Can Drive Planned Gifts Despite Limited Staff and Bandwidth

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.

How Nonprofits Can Unlock QCD and DAF Gifts: A Practical Guide for Fundraisers

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.

Coming Soon!

Be the first to get notified when we go live with our will product.

[mc4wp_form id="1118"]