LegacyCenter
LegacyCenter: A guided planned-giving program package with website, outreach, and donor resources. Ranked #18 of 20 in Planned Giving Software by our editors (5.6/10); pricing: Pricing on request; best for organizations building a planned-giving program from scratch.
At a glance
- Editor score5.6 / 10
- PricingPricing on request
- Best forOrganizations building a planned-giving program from scratch
- Free planNo
- Bequest documentationYes
- Facts checked28 Sep 2026
Where it wins
- Combines a planned-giving website with step-by-step implementation guidance
- Includes donor education, embed-ready videos, and a 12-month outreach calendar
- Provides gift-acceptance, tracking, stewardship, and legacy-society templates
Where it doesn't
- No standalone pricing; LegacyCenter is included with website tiers
- Presented as a marketing tool rather than a SaaS software platform
- Does not indicate software for administering or managing gifts
Our verdict on LegacyCenter
LegacyCenter is a licensed planned-giving program system for nonprofits developing a program from the ground up. It brings together a planned-giving website, implementation guidance, donor education, marketing materials, donor conversation resources, and legacy-society materials. Its scope covers common legacy opportunities, including bequests, retirement-plan beneficiary designations, life-insurance beneficiary designations, and other legacy giving options. Small, mid-market, and enterprise organizations can use the web-based, cloud-deployed offering.
The package is organized around PlannedGiving.com’s website tiers: Micro, Pro, and Enterprise. LegacyCenter is included with those tiers, and the pricing model is contact sales. Rather than separating a website from program-building resources, the offering combines outreach planning, donor-facing education, and internal templates in one licensed package. Materials include a 12-month outreach calendar, embed-ready videos, gift-acceptance policy resources, back-office templates for tracking and internal procedures, and resources for identifying prospects and guiding donor conversations. Email and phone support channels are available.
LegacyCenter’s strongest fit is for organizations that need structure, content, and implementation direction while establishing planned giving. The inclusion of bequest documentation resources and stewardship materials supports both early program development and ongoing donor communication. However, the vendor describes it as a marketing tool rather than a software or SaaS platform, and the supplied offering does not indicate functionality for managing or administering gifts. Organizations seeking operational gift administration should evaluate alternatives focused on those workflows. LegacyCenter is better suited to teams prioritizing a planned-giving website, education, outreach, and reusable procedures over transactional gift management.
LegacyCenter pricing
LegacyCenter fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Bequests; retirement-plan beneficiary designations; life-insurance beneficiary designations; other legacy giving opportunities |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | Not verified |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request (source) |
| Website | plannedgiving.com |
| Facts checked | 28 Sep 2026 |
Alternatives to LegacyCenter
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all LegacyCenter alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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