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PlannedGiving.com

The industry leader in planned giving marketing.

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Overview

PlannedGiving.com provides a range of planned giving marketing services and tools. They focus on helping nonprofits communicate effectively with donors without getting lost in legal jargon or complex software. Their offerings include planned giving websites, online will planners (LegacyPlannerβ„’), marketing materials, and consulting services.

✨ Key Features

  • Planned Giving Websites (LegacyPRO and Microsites)
  • Online Will Planner (LegacyPlannerβ„’)
  • Marketing materials (Postcards, Brochures, e-Broadcasts)
  • Consulting Services and Boot Camps
  • Donor Surveys
  • DAF (Donor Advised Fund) Widget

🎯 Key Differentiators

  • Focus on clear, jargon-free marketing communication
  • Offers both comprehensive websites and lighter-weight microsites
  • Provides hands-on consulting and training boot camps

Unique Value: Helps nonprofits build a strategic planned giving program from the ground up, combining effective marketing tools like websites and online wills with expert consulting to guide implementation.

🎯 Use Cases (4)

Establishing a strong online presence for a planned giving program Providing donors with an intuitive online will-creation tool Executing targeted marketing campaigns for planned gifts Training development staff on planned giving fundamentals

βœ… Best For

  • Trusted by over 600 nonprofits for enterprise-grade planned giving websites.

πŸ’‘ Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations seeking a comprehensive donor management CRM.

πŸ† Alternatives

Crescendo Interactive Stelter Sharpe Group

Unlike pure software vendors, PlannedGiving.com acts as a marketing partner, advising clients on strategy before implementing tools, ensuring the program is built on a solid foundation.

πŸ’» Platforms

Web

πŸ›Ÿ Support Options

  • βœ“ Email Support
  • βœ“ Phone Support
  • βœ“ Dedicated Support (Consulting clients tier)

πŸ’° Pricing

Contact for pricing
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