ABOUT US
Founded to Help Nonprofits Launch Planned Giving with Confidence
Legacy Giving Simplified was founded to help nonprofit organizations launch planned giving programs with confidence, including practical tools, built by practitioners, and ready when you are.
CAP
Certified
Vetted, Not Guessed
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.
20+ Years of Combined Nonprofit & Planned Giving Experience
Fundraising
Direct experience growing donor pipelines at organizations of every size.
Stewardship
Deep grounding in donor engagement and long-term relationship building.
Higher Ed Advancement
Experience inside university advancement offices and campaign teams.
Trust Administration
Hands-on knowledge of how bequests, trusts, and estates are actually administered.
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.
OUR MISSION
Help nonprofits spend less time creating infrastructure and more time building meaningful relationships with donors.
THE STARTER KIT
Everything You Need to Start the Conversation
The Legacy Giving Simplified Starter Kit provides organizations with the foundational materials needed to begin accepting and discussing estate gifts, including bequests, IRA beneficiary designations, and donor-advised funds.
01
Ready in Weeks, Not Years
Download the kit, customize it to your organization, and start your first planned gift conversation without building policy from scratch.
02
Built for Any Size Team
No dedicated gift officer required — the materials are written to be used by whoever wears the fundraising hat at your organization.
We believe planned giving should be accessible, understandable, and achievable for organizations of all sizes.
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.