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LifeLegacy and Neon One Launch Seamless Planned Giving Integration

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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!



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Legacy Giving vs Planned Giving

When it comes to charitable giving, the terms “legacy giving” and “planned giving” are often used interchangeably. And here’s the spoiler: they mean the same thing! Both refer to gifts donors arrange during their lifetime that are typically realized after they pass away. Whether through a bequest in a will, a beneficiary designation on a retirement account, etc. these gifts allow supporters to leave a lasting impact on the causes they care about—often in ways they never could during their lifetime.

Planned Gifts – Now and Later!

In the 1960s, there was a candy called “Now & Later.” It was a fruit-flavored hard chewy candy whose tagline was “Enjoy some now and save some for later.” For nonprofit fundraising leaders, there’s a lesson to be learned from this unique confection. Creating a well-executed planned giving program is one of the most impactful ways to ensure long-term sustainability and growth. While many donors care deeply about your mission, they may not be aware of the various ways they can leave a lasting legacy now and after they pass! By integrating the right tools and communication strategies, you can help supporters make meaningful planned gifts now and later!

Great Nonprofit Leaders Invest in Tomorrow Not Just Today

Great nonprofit leaders understand that true impact isn’t just about meeting today’s needs—it’s about securing the future. While annual campaigns and major gifts are essential for keeping the lights on, organizations that thrive for generations don’t just focus on immediate fundraising. They invest in tomorrow by implementing, reviving, and doubling down on their planned giving programs. Legacy gifts create a foundation of long-term financial stability, ensuring that missions continue well beyond the present moment.

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