ABOUT US
We exist so you can Grow and Sustain your program with Confidence
Legacy Giving Simplified was created to ensure nonprofit organizations can launch planned giving programs with confidence, including practical tools, built by practitioners, and ready when you are.
CAP
Certified
Professional Tools Minus The Consultant Price Tag
Every document in our kit is designed and vetted by a CAP-certified professional, and reviewed by legal counsel, so you can move forward with confidence, not caveats.
OUR MISSION
Help nonprofits spend less time creating infrastructure and more time building meaningful relationships with donors.
Built by People Who've Sat on Both Sides of the Table
With more than 20 years of combined experience in nonprofit fundraising, donor engagement, stewardship, higher education advancement, trust administration, and legacy giving, we understand both the opportunities and challenges organizations face when building a culture of philanthropy.
Materials are designed and vetted by a CAP-certified professional and vetted by a lawyer, so every policy, form, and piece of language your organization uses has already been through the scrutiny it needs.
Legacy Giving Simplified exists so you can too, regardless of organization size or tenure
Ready to Build Your Program?
Everything you need to responsibly accept your first legacy gift is in one kit, reviewed, ready, and yours to customize.
Disclaimer: Legacy Giving Simplified provides educational materials and template documents for nonprofit organizations. We do not provide legal, tax, accounting, or financial advice. Organizations and donors should consult their own professional advisors regarding their specific circumstances.