GiftLegacy's interactive website features your branding and messaging with motivating gift stories, fresh weekly articles of interest to seniors, online Wills Planner, personal gift illustrations and much more. View example sites or ask about a free demonstration!


GiftLegacy provides a GiftLegacy eNewsletter for donors and a GiftLaw eNewsletter for financial professionals.
Each features your branding and timely articles, impactful stories and multiple links directing recipients to your website. You may personalize the header and footer with your organization's weekly news.


The royalty-free marketing literature includes ads, brochures, briefs, postcards, inserts, quarterly print newsletters and Wills Guides. All customizable literature is created in Adobe InDesign for use in mailings, newsletters and emailings.

The Pro, Plus, Presents system includes the industry's number one proposal software, Crescendo Pro, for personalized eProposals, the dynamic Crescendo Plus for PowerPoint group seminars and Crescendo Presents for notebook presentations — anywhere, anytime.

Mission Videos feature images of your organization's mission set to music with computer graphics and animation. The video provides an overview of your planned giving website and thanks supporters for their assistance to continue your work and contact you.

The online Wills Planner is a step-by-step guide to planning your estate. Donors complete information on family, estate and goals using our secure online server. Then they save the information and provide it to an attorney to complete the estate plan.

Provide and Protect is an online and print bequest marketing strategy. It includes a print and online Wills Planner for donor visits, onsite and online seminar marketing and presentation materials, the Provide & Protect multimedia estate planning book, GiftAttorneys to complete bequest documents plus marketing Success Steps.

Crescendo is building a nationwide group of attorneys with charitable receptivity. Donors may create accounts and grant access to you and a qualified GiftAttorney and then make updates as life changes occur. Donor updates will be flagged for you, permitting you to draft and revise wills and trusts 24/7.

GiftCharity is a network marketing strategy that allows a GiftLegacy Parent organization to assist smaller organizations or affiliates (GiftCharities) in offering planned gifts. The GiftCharity program provides smaller organizations with a branded webpage, wills and gift annuity brochures, a wills guide and weekly eNewsletters for their donors.

Board of Directors Training is a marketing strategy to educate and motivate your Board of Directors. The training includes 12 programs that will encourage your Board of Directors to set up bequests, gift annuities, life estates, unitrusts, gifts of land or stock. Each lesson includes a 15 minute video, PowerPoint and article plus a 10-question quiz.

With GiftLegacy Field Staff Accounts, each team member is permitted to send the weekly eNewsletters to donors in their territory, use the Provide and Protect bequest marketing system, educate local Boards of Directors and be "friended" by donors through the Online Wills Planner, have access to statistics and analytics that will help them focus on the best donor prospects.