Become A Partner

Looking To Become A Legacy Partner?

Great! Let’s make the world a better place by working together. Our process to become a partner is simple. Before we get started, take a moment to read about our planned giving products and who we typically partner with.

Why Is Planned Giving Critical?

1. Over the next 20 years, an estimated $30 trillion will be moved  in the US as the Baby Boomer generation transfers its wealth.

2. This is the single greatest opportunity for philanthropy in the modern era to capture a portion of the wealth transfer – particularly around middle-class donors leaving planned gifts.

3. Thinly staffed organizations ignore middle and upper-middle income donors for planned gifts, even though they are far more numerous.

4. A comprehensive planned giving strategy can ensure your organization’s mission and goals for years to come.

Our Packages:

Our one-stop-shop planned giving solutions help you easily activate your donors to give big so you don’t miss out on the most impactful gifts!

Life & Annuity Package


For smaller organizations who want to get started with a planned giving solution that includes an activation link to allow donors to buy life insurance in minutes.

  • All-online, seamless life insurance, and annuity donor buying platform
  • Comprehensive notification protocol when a donor purchases life insurance or an annuity and identifies your organization as a beneficiary
  • Educational resources and blogs on planned giving topics for use across your platforms and marketing


Wills Plus Package


For organizations that are scaling their planned giving efforts and want to financially sustain their mission for generations to come.

Access to everything in the Life & Annuity, plus:

  • Access to the Life Legacy proprietary online Wills platform for donors
  • Notified whenever a donor completes a Will and identifies your organization as a beneficiary
  • Comprehensive co-branded and customized donor experience


Premium Package


Your dedicated planned giving “digital officer!” For those organizations who need expert assistance and oversight of planned giving marketing efforts.

Access to everything in the Life & Annuity and Will Plus Package, plus:

  • “DonorTracker,” Life Legacy’s proprietary, simple online donor gift tracking platform
  • Licensed life insurance and annuity professionals for one-on-one consulting with donors when requested
  • Life Legacy’s public relations team to drive awareness of your program


Need to customize your package? Let’s talk more about it…

Who We Partner With

Here are the folks we typically, but not exclusively, partner with:

  • 501c3 nonprofits of all sized
  • Religious organizations (churches, synagogues, mosques)
  • Schools and their alumni associations
  • Hospitals and medical care providers
  • Athletic associations
  • Small, medium, and large forward-thinking companies
  • PEO providers

Our Partners

Impact Made

Over $11,000,000 has been pledged to nonprofit organizations to date through Life Legacy. 

Becoming your digital planned giving department

Once you become an official partner, Life Legacy will provide exclusive access to use our all-online and accelerated platforms for life insurance, annuities, and wills along with expert support and marketing materials to supercharge your planned giving strategy. To learn more about our planned giving products, click here.

Finally, you can feel good about your planned giving strategy and results.

Request A Demo:

Please click here to have a demo scheduled with one of our planned giving experts.

Coming Soon!

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