LifeLegacy was created to help organizations drive more planned gifts from core middle and upper middle-income donors. This is accomplished by using the power wills and a comprehensive donor tracking platform to promote social good. Your core donors do not need to be multi-millionaires to leave a positive imprint. Instead, they can leave a lasting legacy in a financially affordable and simplified manner through our legacy giving tools.

Organizations can use LifeLegacy products such as online wills, pledged gift widget, donor tracking software, and more to drive substantial planned gifts from core donors. LifeLegacy’s annual pricing is less than half the price of our competitors and is customized for the size of your organization. Request a demo to see how much you can save to build your planned giving solution.

Yes. As part of our package of products, we provide you with a comprehensive “Marketing Guidebook” that includes sample emails, social posts and other promotional tools to make the most of your planned giving platform. Promotion and awareness are keys to success for your planned giving programs. LifeLegacy also provides one on one marketing consultation with your planned giving team.

LifeLegacy provides very affordable package pricing for our partners. All of our products and tools, can be purchased through cost-effective packages as well as a-la-carte. LifeLegacy’s annual pricing is less than half of our competitors and is customized for the size of your organization. Request a demo to see how much you can save to build your planned giving solution.

Yes, all planned gifts made through the will or the pledged gift widget will be automatically shared with you via email and updated in the Donor Tracking Dashboard for your organization.  

Offering an online will to donors is a critical tool to drive substantial planned gifts for your organization. According to Forbes magazine, only about 50% of people ages 55+ have prepared a last will & testament. Your organization can provide donors with this valuable tool at no cost. The additional benefit is that your organization will be automatically suggested as a beneficiary in their will. 

Yes. LifeLegacy, with the legal assistance of an estate planning law firm, has created a will that is valid in all 50 states and the District of Columbia.