best legacy giving software

Best Legacy Giving Software Tools for Non-Profits in 2025

Legacy giving programs represent a tremendous opportunity for non-profits, with planned gifts accounting for approximately 9% of overall revenue for the non-profit sector—roughly $40 billion annually for U.S. non-profits. For organizations looking to establish or enhance their legacy giving programs, utilizing the best legacy giving software can make a significant difference in effectiveness and efficiency. Investing in the best legacy giving software is crucial to your success.

To optimize your results, consider investing in the best legacy giving software that fits your non-profit’s needs.

The best legacy giving software can streamline your efforts and enhance donor engagement.

Choosing the best legacy giving software is essential for maximizing the impact of your planned giving initiatives. The best legacy giving software provides the necessary tools to enhance donor engagement.

Why Your Non-Profit Needs Legacy Giving Software

Choosing the Best Legacy Giving Software for Your Organization

Utilizing the best legacy giving software helps your organization achieve remarkable outcomes.

Implementing the best legacy giving software can streamline processes and improve outreach efforts, ensuring that your organization reaches its fundraising goals.

  • Identify and cultivate potential planned giving donors
  • Provide easy-to-use estate planning tools for supporters
  • Track and manage legacy gift commitments
  • Create compelling marketing materials for your program
  • Maintain long-term relationships with legacy donors

Top Legacy Giving Software Solutions for 2025

1. FreeWill

FreeWill offers a comprehensive Planned Giving Suite that helps non-profits scale their legacy giving programs and deepen supporter relationships. Their solution includes tools to solicit and accept gift commitments through wills, trusts, beneficiary designations, and gift intent forms.

Explore the best legacy giving software options available in the market today.

The best legacy giving software, like FreeWill, is ideal for enhancing planned giving initiatives.

FreeWill is considered among the best legacy giving software for non-profits.

Key Features:

  • Free online will-making tools for your donors
  • Marketing resources and campaign templates
  • Donor stewardship capabilities
  • Integration with popular CRM systems
  • Analytics and reporting on program performance

In the current landscape, selecting the best legacy giving software can greatly enhance your organization’s ability to attract and retain donors.

Many organizations have found success using the best legacy giving software, which not only supports their mission but also simplifies the donor engagement process.

With the best legacy giving software, non-profits can better manage their fundraising efforts and donor relationships.

Best For: Organizations of all sizes, especially those looking to launch or strengthen existing planned giving programs.

2. Giving Docs

Giving Docs is a purpose-built platform that helps people easily create their estate plans while empowering non-profit organizations to amplify their planned giving programs. Through branded platforms, Giving Docs invites donors to create wills or other estate planning documents in under 20 minutes, using behavioral science-informed messaging to increase legacy gift disclosures.

Key Features:

Moreover, Giving Docs is another excellent choice for the best legacy giving software.

  • Online estate planning tools (wills, trusts, etc.)
  • No additional cost to donors
  • Integration with Neon CRM and other systems
  • Modern, accessible approach to planned giving
  • Donor relationship management tools

Best For: Organizations seeking to modernize their approach to legacy giving and remove barriers to participation.

3. DonorSearch Legacy

DonorSearch helps identify the most promising legacy giving prospects through predictive analytics and wealth screening. Their tools analyze donor data to find indicators of potential planned gift donors, such as giving frequency, loyalty, and philanthropic tendencies.

Key Features:

Choosing the right tools is vital; the best legacy giving software can provide a seamless experience for both donors and organizations.

By leveraging the best legacy giving software, non-profits can ensure they are well-positioned to meet their funding goals and build lasting relationships with their supporters.

  • Predictive planned giving analytics
  • Wealth screening integration
  • Donor loyalty scoring
  • Custom prospect identification
  • Data-driven insights for targeted outreach

Best For: Organizations with established donor bases looking to identify and prioritize the most likely legacy gift prospects.

To help identify prospects, leverage the best legacy giving software available.

4. Planned Giving Marketing’s LegacyMicro

Planned Giving Marketing offers LegacyMicro, a turnkey planned giving microsite for smaller organizations. Despite its name, it covers all essential planned gifts and how they work, with optional upgrades for more robust features, including the LegacyPlanner™ online will planning module.

Key Features:

  • Easy-to-implement microsite solution
  • Educational resources on planned gifts
  • Professional explainer videos
  • Optional will-planning integration
  • Affordable for smaller organizations

Best For: Small to medium-sized non-profits looking to establish a web presence for their planned giving program quickly and affordably.

5. Neon CRM with Giving Docs Integration

Ultimately, finding the best legacy giving software can empower your organization to maximize its impact and sustainability.

Neon CRM is a comprehensive donor management system that partners with Giving Docs to offer enhanced legacy giving capabilities. This integration allows non-profits to manage both current donors and planned giving prospects within a single platform.

Planned Giving Marketing’s LegacyMicro is among the best legacy giving software for small organizations.

Key Features:

  • Complete donor relationship management
  • Online estate planning tools through Giving Docs
  • Marketing automation for legacy campaigns
  • Gift and pledge tracking
  • Robust reporting capabilities

Best For: Organizations seeking an all-in-one solution for donor management with strong legacy giving features.

6. Bloomerang

Bloomerang, while not exclusively focused on planned giving, excels at donor retention—a critical factor in legacy giving success. Their platform helps organizations identify loyal donors who may be strong candidates for legacy gift conversations.

Key Features:

  • Donor retention tracking and alerts
  • Relationship timeline visualization
  • Communication tools and templates
  • Gift and pledge management
  • Integration with online giving platforms

With the best legacy giving software at your disposal, you can effectively engage your donors and encourage them to consider making a legacy gift.

Best For: Non-profits focused on improving donor retention as a pathway to legacy giving.

With Neon CRM, you can access the best legacy giving software tools available today.

7. Zeffy with Legacy Components

Zeffy offers a 100% free fundraising platform used by over 50,000 organizations, with no credit card fees or platform fees. While primarily focused on general fundraising, Zeffy can be used as part of a legacy giving tech stack for organizations on tight budgets.

Key Features:

  • No platform or transaction fees
  • Donor management tools
  • Customizable donation forms
  • Team fundraising capabilities
  • Integration possibilities with legacy-specific tools

Best For: Budget-conscious organizations looking to maximize every dollar while building their legacy giving program.

How to Choose the Right Legacy Giving Software

When selecting legacy giving software for your non-profit, consider these factors:

1. Organization Size and Resources

  • Smaller organizations might start with more affordable options like LegacyMicro or Zeffy
  • Larger organizations may benefit from comprehensive solutions like FreeWill or Neon CRM with Giving Docs

2. Integration Requirements

  • Consider how the software will work with your existing CRM, email platform, and website
  • Look for solutions with robust API capabilities or native integrations

Bloomerang may not specialize in legacy giving, but it is still one of the best legacy giving software options.

3. Donor Demographics

  • Consider your donors’ comfort level with technology
  • Some platforms offer both digital and traditional engagement options

4. Program Maturity

  • New programs may need more educational components
  • Established programs might benefit from advanced analytics and stewardship tools

5. Implementation Support

  • Evaluate the level of training and support provided
  • Consider your team’s technical capabilities and capacity

Getting Started with Legacy Giving Software

Once you’ve selected your software, follow these steps for successful implementation:

Zeffy can also be considered as part of the best legacy giving software for budget-conscious non-profits.

  1. Define your goals: Establish clear objectives for your legacy giving program
  2. Create a rollout plan: Determine how you’ll introduce the new tools to staff and donors
  3. Import existing data: Carefully migrate any legacy gift information from current systems
  4. Train your team: Ensure everyone understands how to use the software effectively
  5. Develop marketing materials: Create compelling content to promote your legacy giving program
  6. Launch and monitor: Track key metrics to measure your program’s success

Conclusion

The right legacy giving software can transform your non-profit’s approach to planned giving, creating a more sustainable financial future. By carefully assessing your organization’s needs and comparing available options, you can select a platform that not only streamlines administrative processes but also enhances the donor experience and ultimately increases legacy commitments.

Remember that technology is just one component of a successful legacy giving program. The most effective approach combines powerful software with authentic donor relationships and compelling storytelling about your mission’s impact.

Therefore, investing in the best legacy giving software is not just a choice; it’s a necessity for any non-profit aiming for long-term success.

As you evaluate options, remember that the best legacy giving software can provide both functionality and user-friendliness for your organization.

In conclusion, the best legacy giving software can significantly enhance your non-profit’s ability to fulfill its mission.

Choosing the best legacy giving software involves understanding your organization’s unique needs.

Evaluate potential candidates to find the best legacy giving software for your requirements.

The best legacy giving software will ultimately enhance your planned giving efforts.

Implementing the best legacy giving software can significantly elevate your fundraising strategies.


Check Out Another Article: Legacy Giving For Beginners A Complete Guide

For More on Planned Giving Best Legacy Giving Software Tools for Non-Profits in 2025 check https://plannedgivingadvisors.com/

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