More Than a Planned Giving Platform
Over the past decade, digital estate planning tools have transformed how nonprofits introduce planned giving to donors. These platforms have helped modernize an area of fundraising that was long overdue for innovation. But as more nonprofits adopt these tools, an important distinction has emerged:
A planned giving product alone does not create planned giving results.
At LifeLegacy, we believe the real challenge for nonprofits isn’t simply offering donors a variety of ways to leave a lasting legacy when they’re alive and after they pass. It is ensuring that donors actually engage, complete, and act—and that planned giving becomes an integrated, sustained part of a nonprofit’s fundraising strategy. That belief is what defines our competitive edge.
Beyond the Product: An Engaged Partnership Model
Most planned giving platforms stop at implementation. A nonprofit licenses the tool, adds a link to its website, and hopes donors find it. LifeLegacy takes a fundamentally different approach.
We position ourselves not as a vendor, but as an engaged partner invested in long-term planned giving outcomes.
From the moment a nonprofit adopts LifeLegacy’s Giving Suite, they gain access to a comprehensive marketing and outreach ecosystem designed to drive awareness, education, and donor action over time.
A Comprehensive Marketing Handbook—Not Just Instructions
LifeLegacy clients receive a detailed marketing handbook tailored to nonprofit planned giving. This is not generic guidance or high-level theory. It is a practical, step-by-step resource that helps organizations:
- Understand donor psychology around legacy giving
- Identify the right audiences and moments to introduce estate planning
- Integrate planned giving into existing campaigns and appeals
- Align messaging across email, print, social, and web channels
For many nonprofits—especially those without dedicated planned giving staff—this handbook becomes an internal playbook that builds confidence and consistency across teams.
A Customized, Co-Created Content Calendar
Perhaps LifeLegacy’s most distinctive advantage is our curated content calendar. Rather than handing nonprofits pre-written templates and leaving execution up to them, we work with each organization to build a customized, realistic outreach plan.
This includes:
- A tailored annual or multi-month content calendar
- Messaging aligned to the nonprofit’s mission, donor base, and capacity
- Guidance on timing, cadence, and channel mix
- Practical content that staff can actually deploy—not aspirational ideas that sit unused
The result is momentum and real dollar results. Planned giving stops being a “someday” initiative and becomes an active, visible part of donor communications.
Why This Matters
Having viable digital planned giving tools like wills, QCD buttons and other digitally-enabled vehicles are an important first step in creating sustainably robust planned gifts year in and year out. But even with these tools in place, planned giving success can be impacted by limited staff bandwidth, confidence, and sustained communication. LifeLegacy’s approach directly addresses those barriers.
By pairing our powerful digital Giving Suite with ongoing marketing and communications support, LifeLegacy helps nonprofits:
- Increase donor engagement with legacy giving
- Normalize estate planning conversations over time
- Generate more documented intentions
- Build a sustainable planned giving pipeline—not just a landing page
The LifeLegacy Difference
Most online estate planning companies just provide tools.
LifeLegacy provides tools and a custom strategic roadmap for successful gift giving.
For nonprofits that want more than a product—those seeking a partner committed to real planned giving results—LifeLegacy offers a model built for long-term impact.
