LifeLegacy for Nonprofits: Planned Giving and Estate Planning Platform
LifeLegacy helps nonprofits tap into the $30+ trillion Great Wealth Transfer by giving donors free online will creation tools while automatically notifying your team of charitable gifts. Bundled AI content generation, multiple giving vehicles, and optional staffing support make it a turnkey planned giving solution for organizations without dedicated legacy gift staff.
What It Does
Planned giving represents one of the largest and most underutilized funding channels available to nonprofits. Bequests and legacy gifts left through wills, trusts, and beneficiary designations consistently dwarf annual donation amounts for many organizations, yet most nonprofits lack the infrastructure to actively cultivate them. LifeLegacy addresses this gap by positioning itself as the first "philanthropy-forward" digital estate planning platform, meaning its core design philosophy centers on driving charitable bequests rather than treating giving as a secondary feature.
The platform operates on a partner model: your organization subscribes to LifeLegacy's Giving Suite, and in return your donors can create legally valid estate planning documents entirely online, free of charge, in approximately 15 to 20 minutes. These documents include a Last Will and Testament, Financial Power of Attorney, and Advance Healthcare Directive, all valid across all 50 U.S. states. As donors work through their estate plans, they're prompted to include charitable gifts to your organization at natural decision points in the process.
When a donor designates a charitable gift, your nonprofit receives an automatic email notification with donor contact information, gift size, and type. That data syncs directly into your existing CRM through native integrations with Blackbaud Raiser's Edge NXT, Salesforce, Virtuous, Neon One, Little Green Light, and Bloomerang. Your team gains a real-time dashboard tracking your planned giving pipeline long before gifts are realized.
Beyond wills, LifeLegacy bundles multiple giving vehicles into one platform: Qualified Charitable Distributions from IRAs, stock and securities transfers, Donor-Advised Fund buttons, cryptocurrency bequests, and life insurance designations. An AI-powered writing tool called ImpactWriter is included, generating planned giving marketing materials, donor communications, and fundraising content. For organizations without planned giving expertise on staff, LifeLegacy also offers a Fractional Planned Giving Officer service connecting nonprofits with credentialed professionals on a part-time contract basis.
Best For
Organization Size
Small to mid-size nonprofits with 500 to 40,000 active donors. Especially valuable for organizations that lack a dedicated planned giving officer and want a turnkey program without a full-time hire.
Best Use Cases
- Launching a first planned giving or legacy society program
- Adding QCD, stock, and DAF acceptance to annual fund
- Faith-based organizations through Ministry Brands partnership
Ideal Roles
- Development Directors launching planned giving programs
- Executive Directors managing multiple fundraising responsibilities
- Major Gifts Officers expanding into legacy cultivation
Key Features for Nonprofits
White-Labeled Will Creation for Donors
Donors complete legally valid estate planning documents online in 15 to 20 minutes through a branded experience carrying your organization's look and feel. Documents include a Last Will and Testament, Financial Power of Attorney, and Advance Healthcare Directive, all valid in all 50 U.S. states. Donors receive real value at no cost, reducing the psychological barrier to completing an estate plan.
Automatic Gift Notifications and Donor Dashboard
When a donor designates a charitable gift through LifeLegacy, your team receives an automatic email notification with donor contact information, gift size, gift type, and demographic data including age and location. A centralized dashboard tracks your entire planned giving pipeline, providing visibility into committed gifts before they are realized, often years or decades in advance.
Multiple Giving Vehicles in One Platform
LifeLegacy consolidates multiple giving channels that would otherwise require separate tools or services: will-based bequests, Qualified Charitable Distributions from IRAs (for donors 70.5+), stock and securities transfers, Donor-Advised Fund giving buttons, cryptocurrency and Web3 bequests, and life insurance beneficiary designations. Each vehicle is tracked in the same dashboard and synced to your CRM.
ImpactWriter AI Content Generation
ImpactWriter is an AI writing tool built specifically for nonprofit fundraising, with 100+ templates generating donor thank-you letters, grant proposals, impact stories, newsletters, social media posts, planned giving marketing materials, and press releases. No other planned giving platform bundles an AI content tool. ImpactWriter also has a standalone subscription ($20-$40/month) with a 7-day free trial.
CRM Integration with Auto-Sync
Native integrations with Blackbaud Raiser's Edge NXT, Salesforce, Virtuous, Neon One, Little Green Light, and Bloomerang. Setup requires only copying and pasting an API key, which LifeLegacy describes as taking under 30 seconds. Planned gift data automatically creates or updates donor records in your CRM without manual entry. Organizations without a CRM can use LifeLegacy's built-in Donor Dashboard as a standalone solution.
Monthly Marketing Playbook
A library of pre-built planned giving marketing assets refreshed monthly, including email templates, social media graphics, educational content for donors, and stewardship materials. This reduces the burden on small communications teams that typically lack planned giving marketing expertise. Most planned giving software platforms do not include a regularly updated marketing asset library.
Real-World Nonprofit Use Case
Consider a regional humane society with roughly 3,000 active donors and a two-person development team. The organization has never run a formal planned giving program because neither staff member has a background in estate planning, and hiring a planned giving consultant would cost far more than the budget allows. Their older donors regularly ask whether they can leave a gift to the shelter in their will, but without a streamlined process or dedicated staff, those conversations rarely turn into documented commitments.
After subscribing to LifeLegacy's Giving Suite, the development director adds a "Leave a Legacy" page to the website with a link to the white-labeled will tool. Donors who click through are guided through a simple online process to complete their estate documents at no cost. The tool prompts them to include the humane society as a beneficiary at natural points in the process. When a donor completes a charitable designation, the development director receives an automatic email notification with the donor's name, contact information, estimated gift value, and gift type.
That notification syncs directly into the organization's Bloomerang CRM, tagging the donor as a legacy society prospect and updating their record automatically. The development director can then follow up personally to steward the relationship, acknowledge the commitment, and explore additional giving opportunities. Within six months, the team has documented dozens of bequest commitments representing a seven-figure legacy giving pipeline, all without a dedicated planned giving officer on staff.
The ImpactWriter tool helps the communications coordinator draft monthly planned giving newsletters, donor acknowledgment letters, and social media posts from the marketing playbook, keeping legacy giving visible to the broader donor community without consuming significant staff time.
Pricing
Giving Suite (Nonprofit)
- Starting at approximately $199/month (scales by donor count)
- Full suite listed at $499/month ($5,988/year) on Virtuous marketplace
- Includes white-labeled will tool, donor dashboard, gift notifications, QCD/stock/DAF tools, ImpactWriter, marketing playbook, and dedicated account manager
- Free demo available (no self-serve free tier)
- Crypto bequests available with 1% transaction fee
Add-Ons and Standalone Tools
- Fractional Planned Giving Officer: from $1,200/month (CFRE/CNP/CAP credentialed professionals)
- ImpactWriter standalone: $20/month (50K words) or $40/month (100K words)
- ImpactWriter 7-day free trial available
- Individual donor plans: $179 one-time or $20/year (separate from nonprofit product)
- LifeLegacy claims pricing is typically 25% less than comparable platforms
Pricing is not fully listed on the website for all tiers and scales based on active donor count. Contact LifeLegacy directly or request a demo for a quote based on your organization's size. Pricing tiers range from under 1,000 to 40,000+ active donors.
Note: Prices may be outdated or inaccurate.
Nonprofit Discount and Special Offers
Grant Program and Cooperative Membership
LifeLegacy has offered a grant program providing up to $5,000 per qualifying 501(c)(3) organization from a $250,000 pool to fund planned giving initiatives. Grants could cover LifeLegacy tool subscriptions, planned giving websites, direct mail campaigns, or educational workshops. Applications were closed at the time of research, with the site indicating to check back soon.
- Up to $5,000 per organization through grant program (when open)
- Member of The Nonprofit Cooperative for potential additional discounts
- Pricing consistently positioned as 25% lower than comparable platforms
- Free demo available to evaluate fit before commitment
Learning Curve
Beginner
The CRM integration setup is genuinely simple: copy an API key and paste it into the settings. For staff without technical backgrounds, the core workflow of receiving gift notifications and tracking them in your dashboard is straightforward. Donors need no special training; the will creation tool is designed for general public use.
Intermediate
Maximizing the platform, including configuring ImpactWriter templates, running QCD campaigns for older donors, and leveraging the marketing playbook, requires some onboarding time. Setting up and promoting the white-labeled will tool on your website and integrating it into donor communications takes a few hours.
Advanced
Using the Fractional Planned Giving Officer service, coordinating multi-vehicle giving campaigns across bequests, QCDs, stock transfers, and DAFs, and building donor stewardship programs around legacy society members requires development expertise. Some initial training is needed for optimal adoption.
Overall difficulty: Beginner to Intermediate. The day-to-day workflow is simple. The bigger learning curve is building the organizational practices around donor outreach, stewardship, and planned giving cultivation, which LifeLegacy supports through its account manager, marketing playbook, and optional Fractional PGO service.
Integrations and Compatibility
Native CRM Integrations
- Blackbaud Raiser's Edge NXT
- Salesforce
- Virtuous
- Neon One
- Little Green Light
- Bloomerang
Platform Partnerships
- Ministry Brands (faith-based organizations)
- Nokbox (estate organization platform)
- PlannedGiving.com / LegacyPlanner
- The Sequoia Strategy Group (planned giving consulting)
- The Nonprofit Cooperative
Data portability: planned giving data (donor contact information, gift values, gift types, demographics) is synced automatically to your CRM and can be exported. Organizations without a CRM can manage everything in LifeLegacy's built-in Donor Dashboard.
Pros and Cons
Pros
- Turnkey solution covering donor tools, CRM sync, marketing, and AI content in one subscription
- ImpactWriter AI content tool bundled, a differentiator no competitor offers
- Multiple giving vehicles (will, QCD, stock, DAF, crypto, life insurance) in one platform
- Fractional Planned Giving Officer option fills staffing gaps for smaller organizations
- Monthly refreshed marketing playbook reduces communications burden
- CRM integration takes under 30 seconds via API key
- Designed from the ground up for charitable giving, not a consumer tool with giving tacked on
- Pricing is 25% lower than comparable platforms (by their claims)
Cons
- Pricing is not fully transparent on the website; demo required for exact quote
- No free nonprofit tier; FreeWill is free for nonprofits through a different business model
- Grant program was closed at time of research
- Limited independent third-party reviews available (no substantial G2/Capterra presence)
- U.S.-only platform; donors must be U.S. citizens or permanent residents
- Fractional PGO add-on significantly increases monthly cost (starts at $1,200/month more)
- Newer company with less track record than FreeWill (2,300+ partners)
- Some initial training required for optimal dashboard use
Alternatives to Consider
FreeWill
The dominant planned giving platform with 2,300+ nonprofit partners. Free for nonprofits through a different monetization model. Broader partner network, more established track record, and also covers wills, trusts, QCDs, DAFs, and stocks.
See FreeWill guideGivingDocs
A simpler will creation tool that can integrate with nonprofit websites. Less feature-rich than LifeLegacy but lower cost. Better suited to organizations that only need basic bequest facilitation without the full suite of giving vehicles, marketing playbook, or AI content tools.
PlannedGiving.com
Website-based planned giving tools including LegacyPlanner. LifeLegacy actually partners with PlannedGiving.com, so they can be complementary. PlannedGiving.com is better for organizations that need a full planned giving website presence rather than a white-labeled will tool embedded in their existing site.
Getting Started with LifeLegacy
Request a Demo
Visit lifelegacy.io and request a free demo. Come prepared with your active donor count, current CRM platform, and goals for planned giving (launching a program, adding QCD capability, building a legacy society). Pricing is customized to your donor count so this step is necessary before committing.
Connect Your CRM
After subscribing, copy your API key from your CRM's developer settings and paste it into LifeLegacy's integration panel. For supported CRMs (Blackbaud, Salesforce, Virtuous, Neon One, Little Green Light, Bloomerang), this takes under 30 seconds and enables automatic donor record creation and updating when gifts are made.
Add the Will Tool to Your Website
Create a dedicated "Leave a Legacy" or "Planned Giving" page on your website with a link to your white-labeled LifeLegacy will tool. Your account manager will help you configure the branding and messaging. Include the link in email footers, appeal letters, and stewardship communications to loyal donors.
Launch a Donor Campaign
Use ImpactWriter and the monthly marketing playbook to create a planned giving email series targeting your most loyal donors, particularly those who have given for 5+ consecutive years. Segment older donors for QCD-focused communications. Set up automatic gift notification monitoring so your team can follow up promptly when a donor makes a commitment.
Need Help Launching a Planned Giving Program?
Planned giving is one of the highest-ROI fundraising channels available to nonprofits, but it requires the right platform, a donor cultivation strategy, and staff who know how to steward legacy commitments. One Hundred Nights helps nonprofits evaluate tools like LifeLegacy, build planned giving program infrastructure, and train development teams to have productive bequest conversations with donors.
Frequently Asked Questions
How much does LifeLegacy cost for nonprofits?
LifeLegacy's Giving Suite starts at approximately $199/month and scales based on your active donor count. A full-featured plan is listed at $499/month ($5,988/year) on the Virtuous marketplace. LifeLegacy positions itself as typically 25% less expensive than comparable platforms and significantly cheaper than enterprise planned giving solutions that can cost $100,000+/year. A free demo is available. The ImpactWriter AI writing tool has its own standalone pricing at $20-$40/month with a 7-day free trial.
What CRM systems does LifeLegacy integrate with?
LifeLegacy integrates natively with Blackbaud Raiser's Edge NXT, Virtuous, Neon One, Little Green Light, Salesforce, and Bloomerang. Integration is done via API key and takes under 30 seconds to set up according to LifeLegacy. When a donor creates a charitable gift through LifeLegacy, the data automatically syncs to the donor's existing record in your CRM or creates a new record. Organizations without a CRM can use the built-in Donor Dashboard.
How is LifeLegacy different from FreeWill?
FreeWill is free to nonprofits and is the dominant planned giving platform with 2,300+ nonprofit partners, but monetizes differently (typically through a percentage-of-gift or enterprise licensing model for large organizations). LifeLegacy charges a monthly subscription but claims pricing is 25% lower than comparable platforms. Key differentiators include bundled ImpactWriter AI content tools, a Fractional Planned Giving Officer option for staffing support, cryptocurrency/Web3 bequest capability, and a monthly marketing playbook. Both platforms provide free or low-cost estate planning tools to donors and automatic gift notifications to nonprofits.
Does LifeLegacy offer a nonprofit grant or discount?
LifeLegacy has offered a grant program providing up to $5,000 per organization from a $250,000 pool for U.S.-based 501(c)(3) nonprofits to fund planned giving initiatives, including purchasing LifeLegacy tools, planned giving websites, direct mail campaigns, or workshops. At the time of research, applications were listed as closed, with the site noting to check back soon. LifeLegacy is also a member of The Nonprofit Cooperative, which may provide access to discounted services for member organizations.
What is ImpactWriter and is it included in the Giving Suite?
ImpactWriter is an AI writing assistant built specifically for nonprofit fundraising content. It uses 100+ templates to generate donor thank-you letters, grant proposals, impact stories, newsletters, blog articles, social media posts, planned giving materials, and press releases. It can be purchased as a standalone product ($20/month for 50,000 words, $40/month for 100,000 words, 7-day free trial) or bundled with the Giving Suite. This distinguishes LifeLegacy from most planned giving platforms that don't include AI content generation.
Is LifeLegacy suitable for small nonprofits?
LifeLegacy is designed for small to mid-size nonprofits, particularly those with 500 to 40,000 active donors who lack a dedicated planned giving officer. It's a strong fit for organizations launching their first planned giving program, development directors managing multiple responsibilities, or executive directors who want to add legacy giving without a full-time hire. The Fractional Planned Giving Officer add-on (starting at $1,200/month) is specifically designed to address the staffing challenge many smaller nonprofits face. Very small organizations under 500 donors may want to evaluate whether the subscription cost is justified against their donor capacity.
What types of planned gifts can LifeLegacy facilitate?
LifeLegacy supports a broad range of giving vehicles: charitable bequests (wills and trusts), Qualified Charitable Distributions (QCDs) from IRAs for donors age 70.5+, stock and securities transfers, Donor-Advised Fund (DAF) giving buttons, cryptocurrency/Web3 bequests (with a 1% transaction fee), and life insurance beneficiary designations. This multi-vehicle approach in a single platform is a key differentiator, as many standalone planned giving tools focus only on will-based bequests.