LifeLegacy helps faith-based organizations unlock millions in planned gifts by making legacy giving simple and fully turnkey. Built specifically for churches and ministries, our platform makes it easy for supporters to care for their families while faithfully supporting the causes they believe in. With zero lift on your team, LifeLegacy allows you to launch a complete planned giving program without added staff, cost, or complexity. The result is stronger stewardship, increased generosity, and a mission sustained for generations.
How It Works
LifeLegacy is the industry-leading planned giving platform for faith-based organizations. Founded in 2020, our Giving Suite helps churches and ministries unlock millions in planned gifts each year. The Giving Suite includes:
- Online Will: A white-labeled, customizable will that’s 7x more likely to inspire a planned gift than the national average.
- Qualified Charitable Distribution Tool: Screens donors for eligibility, guides them through the required paperwork with their financial institution, and gives your team early visibility into gifts.
- Gift Intention Tool: Helps identify supporters who intend to leave a planned gift or have already included your organization in their estate plan.
- Donor Dashboard: Provides real-time visibility into planned gifts, including donor age, location, gift type, and contact details. Integrates with leading nonprofit CRMs.
- Marketing Playbook: A ready-to-use, faith-friendly playbook that guides when and how to promote planned giving to drive results.
- Add-ons: Custom CRM Integrations, Planned Giving Microsite, Custom Email Integrations
Testimonial
“LifeLegacy had us up and running in days. In just over a year, we secured more than $10 million in planned gift commitments. The platform made planned giving simple and gave us confidence that our mission will grow for generations.”
Provision Financial of NC Baptists