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!
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
Encouraging donors to give from their IRA is a creative way for a donor to give with impact and save on taxes. The impact is the same whether a donor gives from their bank account or their IRA. A QCD gift is a win-win!
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