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Product & Service FAQ
Bringing you and your organization peace of mind
Who is this bundle for?
The Legacy Giving Simplified Starter Kit is designed for nonprofit organizations that want to begin or strengthen their planned giving efforts without creating policies, forms, and donor communications from scratch.
It is ideal for nonprofit leaders, Development Professionals, and Advancement Teams seeking a practical, board-ready foundation for accepting and discussing bequests, IRA beneficiary gifts, and donor-advised funds.
Whether you're launching a planned giving program for the first time or formalizing an existing effort, this bundle provides the essential tools to help you get started with confidence.
Why do I need a planned giving program anyway?
Many of your most loyal supporters may never make a major gift during their lifetime, but they may choose to support your mission through an estate gift.
A planned giving program helps donors understand those opportunities and makes it easier for them to leave a lasting legacy.
Even a single estate gift can have a transformational impact on a nonprofit, making planned giving one of the most powerful long-term fundraising strategies available.
Do I really need these materials to accept estate gifts?
No. A nonprofit can legally receive a gift through estate gift vehicles without a formal planned giving program. However, having written policies, donor language, and resources is considered a fundraising and governance best practice.
These materials help donors understand their options, provide staff with clear guidance, and demonstrate that your organization is prepared to accept and steward legacy gifts.
Legacy Giving Simplified ensures your nonprofit is ready when a supporter includes your mission in their long-term plans.
What if I need help getting started after purchase?
You're not on your own. Your purchase includes a "how to use" document and reasonable email support for questions related to customizing and implementing the Starter Kit.
Whether you need help understanding a document or tailoring the materials to your organization, we're happy to provide guidance. If your support needs are more strategic or complex, we can provide customized guidance through a virtual consultation for an additional fee.
We are already accepting planned gifts or have a planned giving program, what does LGS add?
Many organizations are in your shoes! In fact, most of the customers we work with have started accepting simple estate gifts because who wants to say no to future resources? The Starter Kit will help elevate and strengthen your existing operation by modernizing policies, improving donor communications, and creating more consistent internal procedures.
Does this mean our organization is providing legal or tax advice?
No. The Starter Kit is designed to help your organization establish a professional estate giving program—not to provide legal or tax advice.
The included donor materials encourage supporters to consult their own attorney, tax advisor, or financial professional before making estate planning decisions. Your organization’s role is to educate donors about giving options and provide helpful resources, not to advise them on what decisions to make.
Our materials are specifically developed with applicable federal requirements, commonly recognized state-law principles, and nonprofit fundraising best practices in mind. They are designed to help your organization communicate responsibly, follow consistent procedures, and protect both the Organization and its donors.
Because every nonprofit and jurisdiction is different, organizations should still consult qualified counsel when unique circumstances, substantial customization, complex restrictions, or state-specific legal questions arise.