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An Opportunity for Fraternal Life Insurers – Offer Complementary Online Estate Planning Services

January 10, 2025

Fraternal life insurers have long been champions of serving specific communities with tailored insurance products and services. Rooted in a tradition of mutual support and shared values, these not-for-profit organizations are uniquely positioned to further deepen their relationships with members by addressing broader financial security needs. One essential service that complements the mission of fraternals is estate planning, including a will, advance health directive and financial power of attorney. Simple online estate planning platforms like LifeLegacy offer fraternal insurers an opportunity to provide a meaningful complementary service that dovetails perfectly with the protection of life insurance and annuity product while fostering loyalty and engagement.

Nonprofits: The Business Case for Integrating Estate Planning into Your Fundraising Strategy

January 10, 2025

For nonprofits, the challenge of sustaining operations and funding mission-critical initiatives is ever-present. Many organizations focus heavily on annual giving campaigns or a handful of fundraising events, leaving a critical opportunity untapped: a dedicated planned giving strategy. Integrating estate planning into your fundraising plan can unlock a steady stream of future contributions, ensuring long-term financial stability and deepening donor relationships.

Building Long-Term Funding Stability for Nonprofits: The Value of a Planned Giving Suite 

December 11, 2024

Nonprofits face an ongoing challenge in maintaining consistent funding to support their missions. Annual giving, while essential, often fluctuates due to economic conditions, donor preferences, and unforeseen events. These ebbs and flows can create operational disruption and jeopardize long-term plans. To counteract this instability, nonprofits increasingly recognize the importance of planned giving programs—a sustainable approach to securing future funding. However, implementing such programs can be daunting without the right tools and expertise.

LifeLegacy and Plannedgiving.com Partner and Launch LegacyPlanner For Nonprofits

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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 

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An Opportunity for Fraternal Life Insurers – Offer Complementary Online Estate Planning Services

January 10, 2025 No Comments

Fraternal life insurers have long been champions of serving specific communities with tailored insurance products and services. Rooted in a tradition of mutual support and shared values, these not-for-profit organizations are uniquely positioned to further deepen their relationships with members by addressing broader financial security needs. One essential service that complements the mission of fraternals is estate planning, including a will, advance health directive and financial power of attorney. Simple online estate planning platforms like LifeLegacy offer fraternal insurers an opportunity to provide a meaningful complementary service that dovetails perfectly with the protection of life insurance and annuity product while fostering loyalty and engagement.

Nonprofits: The Business Case for Integrating Estate Planning into Your Fundraising Strategy

January 10, 2025 No Comments

For nonprofits, the challenge of sustaining operations and funding mission-critical initiatives is ever-present. Many organizations focus heavily on annual giving campaigns or a handful of fundraising events, leaving a critical opportunity untapped: a dedicated planned giving strategy. Integrating estate planning into your fundraising plan can unlock a steady stream of future contributions, ensuring long-term financial stability and deepening donor relationships.

Building Long-Term Funding Stability for Nonprofits: The Value of a Planned Giving Suite 

December 11, 2024 No Comments

Nonprofits face an ongoing challenge in maintaining consistent funding to support their missions. Annual giving, while essential, often fluctuates due to economic conditions, donor preferences, and unforeseen events. These ebbs and flows can create operational disruption and jeopardize long-term plans. To counteract this instability, nonprofits increasingly recognize the importance of planned giving programs—a sustainable approach to securing future funding. However, implementing such programs can be daunting without the right tools and expertise.

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