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Looking to Become a 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.

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

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 website and marketing materials 
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 LifeLegacy 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,” LifeLegacy’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 Packages

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

Life Insurance & 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 website and marketing materials 

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 Insurance & Annuity package, plus:

  • Access to the LifeLegacy 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,” LifeLegacy’s proprietary, 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

Who We Partner With

Here are the folks we typically, but not exclusively, partner with:

  • 501c3 nonprofits of all sizes
  • Religious organizations (churches, synagogues, mosques)
  • Schools and their alumni associations
  • Hospitals and medical care providers
  • Athletic associations
  • Small, medium, and large forward-thinking companies
  • PEO providers
  • Law Firms
  • Banks
  • Insurance Companies

Nonprofit Partners

At LifeLegacy, we’re creating a space that allows members to leave the world better than when they entered it by transforming wills, life insurance, and annuities into tools for social good. We’re committed to providing nonprofits and institutions with impactful gifts that help sustain long-term growth and success, while making social impact accessible and inclusive for all individual donors. Through our proprietary donor tracking dashboard and our philanthropy-oriented wills, life insurance, and annuities, we hope to empower nonprofit organizations with the tools to increase planned giving and donations.  

Private Sector Partners

Insurance Companies

Estate planning services such as wills are among the best methods to attract new prospects for your products. LifeLegacy will custom-brand the user experience to promote your business and generate more leads for your distribution.

Financial Institutions

Banks and credit unions can add value to customer and prospect relationships by providing valuable tools and additional perks. Life Legacy can work with you to provide free online estate planning tools for your customers and members – all of which can be customized with your organization’s branding.

Employers

Show your workforce you care about their long-term wellbeing by providing an accessible and affordable estate planning solution with help from LifeLegacy. 

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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