Life Legacy was created to help organizations drive more planned gifts from core middle and upper middle-income donors. This is accomplished by using the power of life insurance, annuities, wills and a simple 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 products.
Organizations can use Life Legacy products such as life insurance, annuity, online wills, and donor tracking software to drive more planned gifts from core donors. Life Legacy’s annual pricing is significantly less than our competitors and is customized for the size of your organization. Life Legacy pricing is typically 25% less than competitors. 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 and other promotional tools to make the most of your planned giving platform. Promotion and awareness are keys to success for your life insurance and online will giving programs. Life Legacy also provides one on one marketing consultation with your planned giving team.
Life Legacy provides very affordable package pricing for our partners. All three of our products; life insurance/annuities, online wills, and donor tracking software, can be purchased through cost-effective packages as well as a-la-carte. Life Legacy’s annual pricing is significantly less than 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.
Life Legacy offers comprehensive donor tracking software (DonorTracker) so you can keep track of all planned gifts. In addition, Life Legacy provides notifications and reminders to organizations each time a new planned gift is taken out on our platform.
Your core annual donors are typically middle and upper-middle-class households. This large important segment of your donor base wishes that they could do more to support our organization but may not currently have the financial capability to do so. Purchasing life insurance with an affordable monthly premium allows this group to leave a much larger legacy to our organization through the power of life insurance.
Life Legacy has partnered with life insurance and annuity companies that are financially strong, have online and phone application platforms and allow the donor to identify your organization as the beneficiary of the policy.
Life Legacy works with you to place a customized activation link on the planned giving page of your website. We provide the custom link, copy, and content, including explainer videos, to support the product offering.
Life Legacy has partnered with a company that offers an online fixed annuity that features very competitive fixed rates.
Annuities allow the donor to identify your organization as the beneficiary of the annuity. In addition, up to 10% of the funds in the annuity can be withdrawn each year and donated to your organization without penalty.
Simply drop us an email at email@example.com and we will set up a no-obligation consultation with you and your team.
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 they will be prompted to identify your organization as a participant in the will. Also, Life Legacy’s will is provided to you at at least 25% less cost than our online competitors.
Life Legacy has built a comprehensive, yet simple, online last will & testament that your donors can use for free. Donors can complete the document via a co-branded experience embedded on your site. We’ve made it frictionless, in less than 20 a donor can complete the will and leave a portion of their estate to your organization. To make the will official, the donor is prompted to print the document, get the signatures of witnesses, notify beneficiaries, and securely store their document(s). At the completion of the process (with the consent of the donor), Life Legacy will contact the organization about the new planned gift that’s been committed.
Yes. Life Legacy, with the expert assistance of an estate planning law firm, has reviewed and compiled a simple, yet complete will that is valid in all 50 states and the District of Columbia.
Approximately 1 in 3 Americans between the ages of 18 and 29 have traded, invested, or bought cryptocurrencies – and this proportion is only increasing. With this in mind, cryptocurrencies are slated to become a major donation asset in the coming years. Cryptocurrencies are also a great asset to donate because they allow donors to bypass the capital gains tax. Donors would be subject to the capital gains tax if they convert the virtual currency into cash before giving it away, which means their selected charity would receive less money. By donating crypto directly, donors can maximize their charitable gifts and charities can receive more. Another bonus for the donor is an income tax deduction, which many consider when they donate.
LifeLegacy sees the value of cryptocurrency for social good and we are currently setting up a part of our platform to facilitate cryptocurrency donations for our nonprofit partners. We would love to hear from your organization and if this is something that you would be interested in implementing to drive more donations and planned gifts. Please click here to get notified when this product is available.
For Financial Service Companies