LifeLegacy has officially launched its new integration with Virtuous CRM, creating a seamless solution for nonprofits to manage their planned giving efforts. Nonprofits using LifeLegacy’s Giving Suite can now automatically transfer planned giving data directly into Virtuous’ CRM, including gift size, gift type, and more. This integration simplifies donor management by ensuring planned giving data is always up to date and accurately reflected across both platforms.
For existing donors on Virtuous, LifeLegacy’s integration will automatically update or enhance records with planned giving information. If a record doesn’t exist, LifeLegacy will create one—eliminating manual data entry and reducing the complexity of consolidating donor data.
Spencer Cassidy, CEO of LifeLegacy, explained: “With this integration, nonprofits don’t have to worry about fragmented data or juggling multiple platforms. By syncing planned giving data directly into Virtuous, fundraisers can stay organized and focus on raising more gifts, rather than worrying about data management.”
Mallory Greer, Director of Partnerships at Virtuous, added: “This partnership is centered on maximizing efficiency and driving impact. Nonprofits can now integrate LifeLegacy’s tools with Virtuous, streamlining their processes and keeping everything in one place. It’s all about empowering organizations to engage donors and steward planned gifts more effectively.”
By streamlining data transfer, the LifeLegacy and Virtuous integration provides nonprofits with a powerful tool to maximize their fundraising potential and ensure planned giving efforts are both efficient and effective.
For more information and to see the integration in action, schedule a demo today.
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