Credit Unions Adding Free Financial Education Tools to Attract Members
June 21, 2022
Buying life insurance for the benefit of people and causes is gaining traction.
Buying life insurance for the benefit of people and causes is gaining traction.
Buying life insurance for the benefit of people and causes is gaining traction.
If we truly want to promote financial products to everyone, it’s time to remove the name estate from the term “estate planning.”
Strategic Partnership Accelerates National Distribution of Planned Giving Tools
New York, NY, July 20, 2022 – LifeLegacy, a platform created to allow all Americans leave a legacy for their families and favorite charities, has announced a strategic partnership with PlannedGiving.com, one of the most trusted planned giving marketing and donor relations companies in the nonprofit sector. LifeLegacy’s proprietary combination of online wills, life insurance, advanced directives, power of attorney and more will now be available to thousands of PlannedGiving.com’s clients through its LegacyPlanner suite.
The partnership is focused on allowing everyone, no matter their means, to leave the world a better place.
“LifeLegacy and PlannedGiving.com have similar goals. We want to bring human touch and technology together to help charitable organizations receive more planned gifts from donors,” says Viken Mikaelian, CEO of Plannedgiving.com. “Our new LegacyPlanner wills and associated end-of-life planning documents are built on the LifeLegacy digital platform. LegacyPlanner gives fundraising leaders a tool that is accessible, simple, personal, secure and free to donors.”
LifeLegacy’s technology complements PlannedGiving.com’s products and services and will support PlannedGiving.com’s mission to help thousands of nonprofits, educational institutions and religious organizations drive more planned gifts.
Jordan Cassidy, co-founder of LifeLegacy, will join PlannedGiving.com as Head of Client Legacy Planning to lead all redistribution efforts.
“A strong planned giving strategy with powerful online tools is critical to smooth the ebbs and flows of annual giving,” says Jordan Cassidy. “In uncertain times, annual donations may be reduced, but planning to give in the future takes on added importance. Leveraging tools available from LifeLegacy and PlannedGiving.com is a fiscally sound route for donors. Nonprofits can now secure the longevity of their mission and financial health via this unique partnership.”
About LifeLegacy
LifeLegacy’s Legacy Planning platform democratizes legacy planning for all Americans and enables nonprofits, financial institutions, and PEOs to broaden the accessibility of estate planning for their donors, clients, and worksite employees.
To learn more, or to partner with us, visit us at www.lifelegacy.io or email jordan@lifelegacy.io.
About PlannedGiving.com
PlannedGiving.com offers a suite of estate planning products such as LegacyPlanner and an estate planning kit called Live Well, Leave Well. PlannedGiving.com activates individuals of all demographics to think about and plan for the inevitable, while inspiring them to shape their legacy, and sparing their families unnecessary heartache.
PlannedGiving.com has been helping thousands of nonprofits meet their digital and print planned giving marketing needs since 1998. To learn more, visit PlannedGiving.Com or email jordan@plannedgiving.com
Learn more about our solutions for partners below.
Buying life insurance for the benefit of people and causes is gaining traction.
Buying life insurance for the benefit of people and causes is gaining traction.
If we truly want to promote financial products to everyone, it’s time to remove the name estate from the term “estate planning.”
LifeLegacy (Life Legacy Technologies, Inc) is not a law firm and only provides “self-help” informational and educational forms distributed on an as-is basis for common estate planning needs. The provided forms are not substitutes for legal forms prepared by attorneys or estate planning professionals. LifeLegacy’s self-help documents are not legal advice and are not guaranteed to be correct, complete, free of omissions, or up-to-date. Our services are not substitutes for the advice of an attorney and if you need legal advice for your specific matter, or if your matter is too complex to be addressed by our tools, you should consult a licensed attorney in your area. At no time is an attorney-client relationship or any other special relationship created between you and LifeLegacy or any person associated with LifeLegacy, and any information you provide us is not protected by attorney-client privilege or as work product. You are and will be representing yourself in any matter you undertake using LifeLegacy’s services and documents. LifeLegacy does not endorse any content provided by any linked sites, nor does it assume any responsibility for the interpretation or application of any information originating from such content. Any insurance policy premium quotes or ranges displayed are non-binding. The final insurance policy premium for any policy is determined by the underwriting insurance company following application. Please see the Terms of Service for more information regarding insurance and annuity partners. Use of LifeLegacy’s services is subject to the Terms of Use & Privacy Notice.
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