LegacyPlanner
LegacyPlanner: A donor will-planning service with CRM outreach tools, but no gift administration. Ranked #14 of 20 in Planned Giving Software by our editors (5.9/10); pricing: Paid; best for teams combining will planning with CRM-based outreach.
At a glance
- Editor score5.9 / 10
- PricingPaid
- Best forTeams combining will planning with CRM-based outreach
- Free planNo
- Bequest documentationYes
- Facts checked28 Sep 2026
Where it wins
- State-specific online wills with signing guidance in all 50 states
- Integrates with seven CRMs, including Blackbaud, Salesforce, and Bloomerang
- Branded analytics, outreach resources, and planned-giving website integration
Where it doesn't
- Nonprofits buy annual packages; donors can use the will tool at no charge
- Web-only cloud deployment limits platform options
- Gift administration is outside the product’s stated scope
Our verdict on LegacyPlanner
LegacyPlanner is an online will-planning and bequest tool that nonprofits present through branded planned-giving websites. Donors can create state-specific wills and explore charitable bequests, qualified charitable distributions, cryptocurrency, stocks, donor-advised funds, charitable remainder trusts, gift annuities, and beneficiary designations. For nonprofit teams, the service adds a branded analytics dashboard, CRM data capture, marketing downloads, and signing guidance tailored to state requirements. It fits small, mid-market, and enterprise organizations seeking a donor-facing planned-giving workflow rather than a general fundraising system.
Its ecosystem fit is a central strength. LegacyPlanner integrates with Blackbaud (RE NXT), Virtuous, Bloomerang, Neon One, EveryAction, Little Green Light, and Salesforce, allowing donor information to connect with established CRM processes. The product runs in the cloud through a web interface, and its planned-giving website integration keeps the donor experience aligned with an organization’s branded outreach. Salesforce is available as an optional integration at additional cost. Teams prioritizing CRM-connected acquisition and follow-up will find this broader than a standalone will worksheet.
The three fixed-fee annual packages separate capabilities without changing the core will-planning foundation: LITE and PLUS list legal wills, a dashboard, outreach downloads, and website integration, while PRO adds a QCD tool, support for crypto, stock, and donor-advised funds, plus quarterly check-ins. Donors use the will-planning tool at no charge, while nonprofits purchase the annual service. LegacyPlanner is a focused choice for organizations building bequest pipelines and donor education; teams needing gift administration or a wider administration suite should consider alternatives.
LegacyPlanner pricing
All 3 LegacyPlanner plans and prices →
LegacyPlanner fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Bequests; QCDs; cryptocurrency; stocks; donor-advised funds; charitable remainder trusts; gift annuities; beneficiary designations |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | No |
| CRM integrations | Blackbaud (RE NXT); Virtuous; Bloomerang; Neon One; EveryAction; Little Green Light; Salesforce |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Blackbaud (RE NXT), Virtuous, Bloomerang, Neon One, EveryAction, Little Green Light … |
| Pricing | Paid (source) |
| Website | plannedgiving.com |
| Facts checked | 28 Sep 2026 |
LegacyPlanner integrations
LegacyPlanner lists 7 integrations on its own site.
- Blackbaud (RE NXT)
- Virtuous
- Bloomerang
- Neon One
- EveryAction
- Little Green Light
- Salesforce
Alternatives to LegacyPlanner
- 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 LegacyPlanner alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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