Our Products for Nonprofits

Planned Giving Is Having It's Moment

Capture meaningful planned gifts with Life Legacy’s simple and affordable planned giving tools that your donors will love to use.

Over $12m committed to nonprofits

Our Packages:

Our one-stop-shop planned giving solutions help you easily activate your donors to give big so you don’t miss out on the most impactful gifts!

Life & Annuity Package


For smaller organizations who want to get started with a planned giving solution that includes an activation link to allow donors to buy life insurance in minutes.

  • All-online, seamless life insurance, and annuity donor buying platform
  • Comprehensive notification protocol when a donor purchases life insurance or an annuity and identifies your organization as a beneficiary
  • Educational resources and blogs on planned giving topics for use across your platforms and marketing


Wills Plus Package


For organizations that are scaling their planned giving efforts and want to financially sustain their mission for generations to come.

Access to everything in the Life & Annuity, plus:

  • Access to the Life Legacy proprietary online Wills platform for donors
  • Notified whenever a donor completes a Will and identifies your organization as a beneficiary
  • Comprehensive co-branded and customized donor experience


Premium Package


Your dedicated planned giving “digital officer!” For those organizations who need expert assistance and oversight of planned giving marketing efforts.

Access to everything in the Life & Annuity and Will Plus Package, plus:

  • “DonorTracker,” Life Legacy’s proprietary, simple online donor gift tracking platform
  • Licensed life insurance and annuity professionals for one-on-one consulting with donors when requested
  • Life Legacy’s public relations team to drive awareness of your program


Need to customize your package? Let’s talk more about it…

Results Are What You Get

We’ll do the hard stuff so you can focus on what’s most important – your mission!

  • Over $12m committed to nonprofits
  • World-class planned giving products
  • Dedicated expert strategy and marketing support
  • Power donor data and insights

We’re here to help no matter how big or small you are!

Why is Planned Giving Critical?

  1.   Over the next 20 years, an estimated $30 trillion will be moved in the US as the Baby Boomer generation transfers its wealth.
  2.   This is the single greatest opportunity for philanthropy in the modern era to capture a portion of the wealth transfer – particularly around middle-class donors leaving planned gifts.
  3.   Thinly staffed organizations ignore middle and upper-middle-income donors for planned gifts, even though they are far more numerous.
  4.   A comprehensive planned giving strategy can ensure your organization’s mission and goals for years to come.

Let us become your digital planned giving officer

We grow with you, whether you are just starting a planned giving initiative or have a robust team. Our products and services will help take your planned giving strategy to the next level – so your mission can carry forward for generations to come!

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Coming Soon!

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