What is the
Legacy Planner?

The profession's first gift-planning matrix, The Legacy Planner™ (formerly the GiftTree Interactive) was developed for VirtualGiving's clients in 2001 as a tool they could use to capture their website viewers' attention and close more planned gifts. More than 25 fundraisers and consultants have contributed editorial comments and analysis to this most recent version that you are about to download.

Please Note: We recently deleted our original Legacy Planner from this page.

Watch for the new version coming in 2013!




Beware of your prospect… she's avoiding you.

Your planned giving newsletter is waiting in her mailbox. But do you really think she's dying to read your four-page treatise on how to part with her wealth after her death? Wake up.