# Plannedgiving

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/plannedgiving
- **Dataset:** https://optimly.ai/brand/plannedgiving.json
- **Markdown:** https://optimly.ai/brand/plannedgiving/llms.txt
- **Official website:** https://plannedgiving.com
- **Slug:** plannedgiving
- **Categories:** sales-crm

## Overview

- **Tagline:** Provides white-labeled, enterprise-grade planned giving websites and will planners hosted on the client's domain, ensuring no shared logos, no data sharing, and positioning the organization as the sole expert. Focuses on comprehensive training and donor-centric messaging.
Source: Brand's website (https://plannedgiving.com) · 2026-10-04

- **Description:** Plannedgiving.com (also known as The Planned Giving Firm) provides comprehensive marketing tools and educational resources to help non-profits secure planned gifts. They offer branded planned giving websites, will planners, print materials, and specialized training to convert donor intent into realized donations.
Source: Brand's website (https://plannedgiving.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Planned Giving Websites (LegacyPRO
  - Legacy Micro)
  - LegacyPlanner
  -  (Will Planners)
  - print marketing materials (Postcards
  - Brochures)
  - Education & Training (Boot Camps
  - Webinars)
  - GIVING Magazine.
Source: Brand's website (https://plannedgiving.com) · 2026-10-04

- **Pricing:** Subscription-based for websites (e.g., one flat rate for Legacy Micro), service fees for other products and training.
Source: Brand's website (https://plannedgiving.com) · 2026-10-04

## Audience

- **Target industry:** Non-profit organizations, development offices, fundraising professionals, and consultants focused on securing planned and legacy gifts.
Source: Brand's website (https://plannedgiving.com) · 2026-10-04

Page last updated 2026-10-04.