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!
LifeLegacy and Ministry Brands announced a new strategic partnership that will expand access to modern planned giving for churches, ministries, schools, and faith-based nonprofits nationwide.
Planned giving can be one of the most powerful drivers of long-term nonprofit sustainability. Bequests and other legacy gifts are often the largest contributions an organization will ever receive. They deepen donor loyalty, stabilize future revenue, and connect supporters’ personal legacies to mission impact.
At the same time, we are experiencing the largest intergenerational wealth transfer in history. Donors are updating wills, making estate planning decisions, and planning the distribution of assets right now. Nonprofits that are not present in those conversations risk being left behind.
Both allow donors to support causes they love. Both offer tax advantages. And both represent billions of charitable dollars waiting to be activated. Yet many donors — and even nonprofits — still find them confusing. LifeLegacy, the leading planned giving platform for nonprofits, understands this challenge.
Here’s a simple breakdown of what these tools are, why they matter, and how nonprofits can help donors move from intention to action. Let’s start with the definitions.
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