If you're evaluating planned giving platforms, here's something worth remembering: Not every company entering the planned giving space was built for nonprofits. Some platforms were designed specifically for fundraising teams, donor stewardship, and the realities of planned giving. Others were built for entirely different markets and are now asking nonprofits to adapt to their product. And some solutions make planned giving so expensive that sustaining the program year after year becomes a challenge or cost-prohibitive. The truth is, planned giving is a marathon, not a sprint. You're not choosing a tool for the next 6 months. You're choosing a partner that will help your organization build donor relationships, secure future gifts, and grow a program that may take years to fully mature. Planned giving should be accessible to your organization. It should be easy for your donors. And it should be affordable enough to invest in for the long haul. That's why choosing the right partner matters. We put together a straightforward guide comparing the leading planned giving platforms available today, what makes each different, and what nonprofit leaders should consider before making a decision. 👉 If you're exploring your options, it's worth a read. Making the right decision is everything: share.lifelegacy.io/learn/be…

When nonprofits talk about planned giving, one objection comes up again and again: “Why invest in something we won’t benefit from for decades?” It’s an understandable concern, after all, annual fundraising feels urgent, immediate, and measurable. Planned giving, by contrast, can seem slow and distant. But here’s the truth: planned giving delivers value long before a gift is realized. In fact, organizations that embrace planned giving today are the ones that thrive tomorrow. 👉 Let’s break down why this myth misses the mark, and why planned giving matters right now: share.lifelegacy.io/learn/wh…

“If we talk about legacy gifts, donors will stop giving to the annual fund.” It sounds logical on the surface, but it’s not supported by donor behavior, fundraising data, or decades of experience across the sector. In fact, the opposite is true. Planned giving and annual giving reinforce each other, creating deeper loyalty and stronger long‑term revenue. Research shows that donors increased their average annual giving by more than $3000 following a planned gift. In short, donors with committed planned gifts give MORE during their lifetime. 👉 Read more about whether planned giving hurts annual giving: share.lifelegacy.io/learn/do…

For many, the phrase planned giving conjures images of dense legal documents, expensive attorneys, and financial gymnastics. It sounds like something reserved for the ultra‑wealthy or the financially sophisticated. But here’s the truth: planned giving is far more approachable and far more human than the myth suggests. 👉 Read more here: share.lifelegacy.io/learn/pl…

If you’ve searched “best planned giving platforms” or “affordable planned giving tools,” you’ve likely seen the same handful of options. But here’s what most lists miss: This decision isn’t just about features. It’s about finding a partner that helps you grow, not just a tool you plug in. We recently sat down with Action Against Hunger USA's ( @acfusa ) Major Gifts & Planned Giving Officer, Katie Shults, to understand how they evaluated planned giving solutions and what ultimately drove their decision. Their perspective is one we’re hearing more and more from experienced fundraising teams. 👉 Read more: share.lifelegacy.io/learn/be…

The State of Planned Giving in 2026: 3 Moves Nonprofits Can’t Afford to Miss 👉 Read more here: share.lifelegacy.io/learn/th…

If you’re evaluating the best planned giving platform, you’re not alone. More nonprofits are realizing that planned giving is no longer a side initiative. It’s a core growth channel. And with the $124 trillion Great Wealth Transfer underway and $18 trillion projected to go to nonprofits, choosing the right platform matters more than ever. But not all platforms are built the same. 👉 Here’s a clear, honest breakdown of the leading options and what actually matters when making your decision: lifelegacy.io/learn/best-pla…

Planned giving has a branding problem. Say the words estate gift, charitable remainder trust, or legacy society, and many people instantly picture high‑net‑worth donors meeting with attorneys in mahogany‑paneled offices. But that image is out of sync with reality. Planned giving is not a luxury product. It’s a participation strategy, a way for donors of all backgrounds to make a meaningful impact, often larger than they ever thought possible. This myth persists because planned giving sounds complicated, formal, and financial. But the truth is that the most common planned gifts are simple, accessible, and require no wealth, no lawyers, and no major assets. 👉 lifelegacy.io/learn/is-plann…

5 Steps to Turn August Into Your Best Planned Giving Month of the Year. 👉 Download LifeLegacy's FREE Make-A-Will Month Guide: app.lifelegacy.io/make-a-wil…

Our team always loves visiting our friends at the San Francisco Zoo & Gardens! Big thanks to Carla Zuber for being a superhost. 🫶 👏

Great time at North American YMCA Development Organization (NAYDO) with our YMCA of the USA friends the other week. Our founders, Spencer Cassidy and Jordan Cassidy, had the opportunity to speak on “Turning Recurring Givers into Planned Givers” and connect with YMCA leaders from across the country about the growing opportunity around planned giving. Big thanks to everyone who joined our session, stopped by to chat, and came out to our Happy Hour. We always appreciate the chance to share ideas, learn from others in the space, and support organizations doing meaningful work in their communities. Looking forward to continuing the conversation and helping more YMCAs across America strengthen their planned giving efforts. 💙

At LifeLegacy, we often talk about the power of estate planning to extend beyond personal inheritance, benefiting entire communities for generations to come. This inspiring story of the Garden of the Gods in Colorado Springs is a perfect example of such a philanthropic vision brought to life through thoughtful planning. 👉 lifelegacy.io/learn/stories/…

Planned giving isn’t only about money, it’s about meaning. When you frame the conversation around values, legacy, and impact, donors feel invited rather than pressured. 👉 Learn more about how to start the conversation with your supporters: lifelegacy.io/learn/planned-…

It’s no secret that donor retention is the gold standard of nonprofit fundraising. Studies show that even a 10% increase in donor retention can increase donor lifetime value by 200%. Donors who stick around offer more financial support over time and unwavering dedication to your cause. While you likely know the case for retention, it’s another thing to put it into practice. How exactly can you keep donors coming back for more? A solid recurring giving program is a great place to start. With a strong strategy in place, you can transform one-time donors into committed recurring givers who may even eventually become planned donors, providing even more value to your organization. This guide will help you establish recurring giving as a viable revenue stream, balance your fundraising approach, and create a community of dedicated supporters. 👉 lifelegacy.io/learn/planned-…

If your fiscal planning is coming up, quick gut check: Did you budget for planned giving? Because the Great Wealth Transfer is already underway. $124 trillion is expected to pass between generations, with nearly $18 trillion going to nonprofits. Here’s the reality: -Many organizations aren’t set up to receive planned gifts. -No clear path for donors -No tools to capture intent -No infrastructure to secure future gifts And those gifts won’t wait around... This isn’t about doing more. It’s about not missing what’s already in motion. The organizations that lean in now will be the ones funded for the future. 👉 If planned giving isn’t part of your strategy yet, it’s worth exploring. Our team of experts is happy to be a resource if helpful: lifelegacy.io/our-nonprofit-…

We love this planned giving daily checklist from our friends over at PlannedGiving.Com 👉 Fundraising friends, give it a glance: plannedgiving.com/daily-plan…

Planned giving is no longer a niche fundraising tactic. It has quietly become one of the most reliable, high-ROI revenue streams available to nonprofits today. And while major gifts and annual appeals often steal the spotlight, the data shows that planned gifts consistently deliver transformational impact. If your organization is preparing for long-term sustainability, building or expanding your planned giving program is one of the most important steps you can take this year. 👉 Here is why: lifelegacy.io/learn/planned-…

Nonprofit friends, this is worth a read! M.J. Prest of The Chronicle of Philanthropy shares how St. Jude raised $4.5 Billion in bequests in a decade! Leaders say trust, technology, and high-touch relationships are the keys to building a planned-giving powerhouse. LifeLegacy echoes that investing in technology like our Giving Suite makes all the difference in growing your program. 👉 philanthropy.com/solutions/c…

Proud moment for our team. LifeLegacy has successfully completed its latest audit and is SOC 2 Type II certified. We hold ourselves to high standards when it comes to security, availability, processing integrity, confidentiality, and privacy because our partners deserve nothing less. Huge thanks to @getdelve for being a great partner throughout the process. 👉 To learn more, visit our Trust Center: trust.delve.co/lifelegacy

Qualified Charitable Distributions (QCDs) are becoming one of the fastest-growing forms of giving in the United States. As millions of Americans age into eligibility and retirement assets remain at historically high levels, 2026 is shaping up to be a breakout year for nonprofits that understand how to build a modern QCD strategy. If your organization does not yet have a digital QCD infrastructure in place, now is the time to implement it. 👉 lifelegacy.io/learn/planned-…