Become A Partner

Looking To Become A Legacy Partner?

Great! Let’s make the world a better place by working together. Our process to become a partner is simple. Before we get started, take a moment to read about our planned giving solutions to see which products will fit your organization’s mission and goals.

Our Packages

Pricing for packages is tailored to the size and specific needs of your organization. Products can also be purchased a la carte.

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 digital planned giving solution! For organizations that need access to all essential planned giving tools.

Access to everything in the Life & Annuity and Will  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
  • 1:1 consulting and account manager

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

Our Partners

Request A Demo:

Please fill out our form to have one of our planned giving specialists reach out to you to schedule a demo

Coming Soon!

Be the first to get notified when we go live with our will product.

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