LifeLegacy
Supercharge your planned giving strategy.
Overview
LifeLegacy provides nonprofits with a suite of tools to drive bequests and other planned gifts. Their core product is a fully customizable, charity-focused online Last Will & Testament platform. This tool is branded to the nonprofit to enhance donor trust and relations. They also offer a donor analytics dashboard to track gifts and provide insights, along with other free tools for stock and crypto donations.
✨ Key Features
- Customized and Branded Online Will Platform
- Donor Tracking & Analytics Dashboard
- Bequest and Gift Intention Forms
- Fractional Planned Giving Officer Service
- Free Stock Transfer Tool
- Free Crypto Donations Tool
🎯 Key Differentiators
- Offers a Fractional Planned Giving Officer service
- Provides complimentary tools for stock and crypto donations
- Focus on a fully white-labeled, charity-centric experience
Unique Value: Drives bequests by providing nonprofits with their own branded online will platform, combined with a donor analytics dashboard to leverage insights and supercharge their planned giving strategy.
🎯 Use Cases (4)
✅ Best For
- Used by nonprofits to facilitate charitable bequests and enhance donor relations through a customized online will platform.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations needing complex gift calculation software for trusts or annuities.
🏆 Alternatives
In addition to its core will-making platform, LifeLegacy offers unique value-adds like a Fractional Planned Giving Officer service and free tools for accepting non-cash assets like stock and crypto.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Varies tier)
💰 Pricing
Free tier: Stock Transfer and Crypto Donation tools are complimentary.
🔄 Similar Tools in Planned Giving
Giving Docs
An estate planning platform that helps nonprofits grow their planned giving programs....
PG Calc
Provides software and services for planned gift calculation, illustration, and administration....
Crescendo Interactive
Provides an integrated marketing system for nonprofits to close major and planned gifts....
PlannedGiving.com
A marketing and consulting firm that helps nonprofits inspire donors to create lasting legacies....
Sharpe Group
Provides planned giving consulting, donor communications, and training to nonprofits....
TIAA Kaspick
Provides asset management and administration services for planned gifts and endowments....