How It Works
Connecting is simple—just copy and paste your CRM API key, and you’re ready to sync. When a donor pledges a planned gift, if their record exists, it’s automatically updated with the gift details. If not, we’ll create a new record in your paired CRM, so no planned gift ever goes untracked. With LifeLegacy, you’ll have full visibility into pledged and prospective gifts, empowering you to build stronger donor relationships.
Say Goodbye to Dashboard Fatigue
Tired of jumping between platforms to manage your data? With LifeLegacy’s Giving Suite, you can easily track all your planned gifts in one place. Our integration with major donor CRMs like Blackbaud, Virtuous, Neon One, and Little Green Light ensures your data syncs automatically—so you always know where your donors stand. No more platform-hopping, just one clear source of truth.
More Than Just CRM Integrations
The Giving Suite goes beyond CRMs—it’s fully integrated with planned giving websites and tools like PlannedGiving.com’s LegacyPlanner. Whether you’re managing your own marketing or using external tools, we’ve got you covered for a seamless experience.
