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.
Pricing for packages is tailored to the size and specific needs of your organization. Products can also be purchased a la carte.
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.
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:
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:
1:1 consulting and account manager
Need to customize your package? Let’s talk more about it…
Pricing for packages is tailored to the size and specific needs of your organization. Products can also be purchased a la carte.
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.
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:
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:
1:1 consulting and account manager
Here are the folks we typically, but not exclusively, partner with:
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.
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.
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.
Show your workforce you care about their long-term wellbeing by providing an accessible and affordable estate planning solution with help from LifeLegacy.
Please fill out our form to have one of our planned giving specialists reach out to you to schedule a demo
LifeLegacy (Life Legacy Technologies, Inc) is not a law firm and only provides “self-help” informational and educational forms distributed on an as-is basis for common estate planning needs. The provided forms are not substitutes for legal forms prepared by attorneys or estate planning professionals. LifeLegacy’s self-help documents are not legal advice and are not guaranteed to be correct, complete, free of omissions, or up-to-date. Our services are not substitutes for the advice of an attorney and if you need legal advice for your specific matter, or if your matter is too complex to be addressed by our tools, you should consult a licensed attorney in your area. At no time is an attorney-client relationship or any other special relationship created between you and LifeLegacy or any person associated with LifeLegacy, and any information you provide us is not protected by attorney-client privilege or as work product. You are and will be representing yourself in any matter you undertake using LifeLegacy’s services and documents. LifeLegacy does not endorse any content provided by any linked sites, nor does it assume any responsibility for the interpretation or application of any information originating from such content. Any insurance policy premium quotes or ranges displayed are non-binding. The final insurance policy premium for any policy is determined by the underwriting insurance company following application. Please see the Terms of Service for more information regarding insurance and annuity partners. Use of LifeLegacy’s services is subject to the Terms of Use & Privacy Notice.
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