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FOR LEGACY GIFT OFFICERS
Be the fundraiser you always wanted to be!
GROW YOUR LEGACY SOCIETY,
IMPRESS YOUR BOARD,
& SUPPORT YOUR TEAM
COST-EFFECTIVELY
Now you can see
who is passionate
AND ENGAGED
in real-time
so you can
strike when
the iron is hot
On the cutting-edge.
Dr. Russell James, JD, PhD, CFP® World-renowned charitable giving expert, researcher, professor, and author
The return on investment is off the charts.
Jamie Pettit, Planned Giving Marketing Associate, Salvation Army 
Generate highly qualified leads— ready for your outreach and expertise.
You want to help donors make smart estate planning decisions — not make cold calls — right? Now you can do more of what you do best, and less of what you deplore. Our proven system helps fundraisers like you engage in more meaningful conversations with highly qualified, wealthy, passionate, and philanthropic minded donor prospects — when they are ready for your outreach.
GROW YOUR LEGACY SOCIETY
NOT YOUR CARBON FOOTPRINT
You can’t junk mail or spam your way into an estate plan.
Stop annoying over 95% of your most loyal supporters.
If you’re getting low response rates, then it’s very likely that your ‘nonresponders’ are wondering why you’re so hell-bent on polluting the environment. Why not join so many other smart legacy gift officers who’ve learned how to save on printing and postage?
Stop confusing people with jargon.
Reduce the friction involved in the consideration process with words, phrases, and designs that align with where each supporter resides in the consideration continuum.
Let us be your guide so you can be theirs.
These days, your donor prospects want to self-educate and self-navigate the decision-making process at times that are convenient for them, using media channels they prefer. We help fundraisers like you enable that process. Then, our tracking technologies notify you when they are ready to take action.
Grow your legacy society to shore up your mission.
Finally there’s a way to jumpstart your efforts to grow your legacy society quickly — and cost effectively. Plus our donor-centric system encourages supporters to disclose their gift intentions so you can document them. In fact, they’ll even tell you how much they include in their bequest.