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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.
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