In today’s increasingly digital world, nonprofits have more tools than ever at their disposal to engage donors and increase impact. But when it comes to planned giving—one of the most meaningful and transformational forms of donor support—many nonprofits are finding themselves stuck between a rock and a hard place: do they partner with a large tech company with little experience in the fundraising world that sees adding a nonprofit vertical as a revenue play, or do they work with a lean, experienced team that has decades of combined fundraising experience and an advanced online estate planning platform?
At LifeLegacy, we believe the answer is clear.
Over the past five years, LifeLegacy has quietly become a trusted partner to nonprofits across the country. We’ve built more than just a tool—we’ve built a mission-aligned platform designed to help nonprofits thrive by making estate planning simple, accessible, and donor-centric. This move underscores the difference between hiring a planned giving partner who built something for nonprofits or partnering with people who built a comprehensive tech and marketing platform with nonprofits in mind.
Why LifeLegacy Is Different
1.We Are Planned Giving Experts—Not Just a Tech Company
While other estate planning companies may have strong software engineers or a polished facade, LifeLegacy stands out because we understand the why behind planned giving. Our team has deep roots in the nonprofit sector and understands the unique challenges nonprofits face when stewarding donors and communicating legacy giving opportunities. Helping nonprofits drive more planned gifts isn’t just a box we checked; it’s the very foundation of why we exist.
2. We Bring Decades of Fundraising Experience to the Table
Our leadership team brings more than 40 years of combined experience working in the trenches of nonprofit fundraising. We sat across the table from donors. We’ve worked late into the night preparing for major campaigns. We’ve launched endowment efforts, managed stewardship programs, and developed marketing strategies to increase planned gifts. When you work with LifeLegacy, you’re not just getting a vendor—you’re gaining a knowledgeable, empathetic, and experienced fundraising partner.
3. We’re Certified Professionals with Deep Nonprofit Credentials
Our team includes professionals with the CFRE (Certified Fund Raising Executive) and CAP® (Chartered Advisor in Philanthropy®) designations—credentials that reflect a rigorous commitment to ethical fundraising, donor stewardship, and legacy planning. These are not titles you earn overnight; they’re a signal of trust and a commitment to excellence. When you partner with LifeLegacy, you’re working with people who speak your language and who take donor relationships seriously.
4. We’re Mission-Aligned—Planned Giving Is All We Do
Some tech platforms have recently entered the nonprofit space as an adjunct to their core business. For them, the nonprofit vertical is just that—another vertical. For us, it’s everything.
Our marketing toolkit is built specifically for nonprofits, with customizable resources that help you communicate the benefits of legacy giving in a way that resonates with your donors. We help you start meaningful conversations and inspire action, without the need for in-house marketing or technical expertise.
5. We’re Nimble, and Focused on You
We’re proud to be a lean, responsive team. That means when you call, we answer. When you have a question, you’re not dealing with a chatbot or waiting days for a response. We build close relationships with every nonprofit we serve and are invested in your success.
Our size also makes us cost-effective. In fact, LifeLegacy’s subscription costs are typically 15-20% less expensive than our competitors. You won’t find bloated fees or unnecessary add-ons here—just high-quality tools, expert guidance, and responsive support.
Other Platforms Simply Can’t Compete
There are a growing number of tech-first platforms entering the estate planning space that lack the lived experience and deep understanding of the nonprofit sector. At LifeLegacy, we believe that estate planning for nonprofits isn’t just about enabling donors to write a will—it’s about helping them leave a legacy that reflects their values and creates lasting impact.
That requires more than software. It requires strategy. Stewardship. Experience. And a true understanding of what makes nonprofit fundraising work.
We’re not a tech company trying to “break into” the nonprofit space—we’re a nonprofit-savvy partner who built our product from the ground up to help organizations like yours grow, thrive, and secure the future.
If you’re looking for a partner who’s here for you and not just selling to you, we invite you to learn more about LifeLegacy at lifelegacy.io. We’re ready to help you unlock the full potential of planned giving—and we’ll be by your side every step of the way.
