LifeLegacy has launched a comprehensive integration with Neon One’s CRM, providing nonprofits with a seamless way to manage their planned giving efforts. This powerful integration allows nonprofits using LifeLegacy’s Giving Suite to automatically sync planned giving data—such as gift size, gift type, and more—directly into Neon One’s CRM.
This integration simplifies donor management by ensuring planned giving data is always up to date and seamlessly reflected across both platforms. For existing donors on Neon One, LifeLegacy automatically updates or enhances records with planned giving information. If no record exists, the system will create one—eliminating manual data entry and reducing data fragmentation.
Spencer Cassidy, CEO of LifeLegacy, explains: “Our integration with Neon One gives nonprofits a robust, connected system that helps them stay organized and focus on raising more gifts. By streamlining planned giving data into Neon One, fundraisers can work more efficiently, maximizing their fundraising potential.”
By eliminating the complexity of juggling multiple platforms, this integration delivers an unmatched fundraising experience, providing nonprofits with a comprehensive tool to elevate their planned giving strategies and drive mission success.
If you’re ready to take your planned giving to the next level, schedule a demo today!
Retaining donors is more cost-effective than acquiring new ones. Learn practical strategies nonprofits can use to improve donor retention and grow sustainably.
If you need a single, compelling reason to prioritize planned giving this year, here it is: around 46 billion dollars flows to charities every year through bequests. In fact, the latest Giving USA numbers show that bequests in 2024 totaled about $45.84 billion—roughly 8% of all U.S. charitable giving for the year. That’s not a rounding error; it’s a transformative funding stream your mission can’t afford to ignore.
One of the most interesting parts of planned giving is that you never know what is going to happen! Planned gifts will surprise you. In an earlier blog, I talked about the planned gift that I DIDN’T accept. That was not even close to the most interesting gift that I ever received.
And this one isn’t either. But it was something I never expected.
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