Legacy Planner Lite

Similar to LegalZoom, Giving Docs and Freewill, our online will planner – LegacyPlanner™ Lite – serves the same function. It is your “Bequest Machine.”

$1,450.00 / year

In stock

The Future of Bequests: Online Will Planning.

Motivate donors to plan their will and invest their legacy in the cause they support the most.

Will & Bequest Planners Have Raised Billions​

Online will planners are everywhere these days, and savvy nonprofits that make the most of them are receiving an astonishing number of bequests in return.

And that’s why you need LegacyPlanner™ integrated into your planned giving website.

About 68% of Americans do not have a will — a large sector of the population that can’t be ignored. Our tools present a formidable way to tap into it.

For LegacyPlanner™ PRO visit this page.

Clever Questions Book

Clever Questions

Inspire donors, supercharge their stories, and close the deal. Knowing how to ask the right questions is an essential skill – one that can translate to success in all areas of your career and life. Good questions are the key to getting the kind of quality information you need, whether it’s to write engaging, inspiring donor stories, or understand your prospect better so that you can prime them for the ask.