FAQs & Resources
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Free Calculators. As a bonus, we have incorporated
numerous calculators for you and your prospects' personal
use. For free.
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.
Make a gift in lifetime or through the estate? Increase income now or preserve assets later? What kind of gift should an entrepreneur make? By using the Legacy Planner™, you and your prospects can follow the decision tree to the gift plan that works best for both them and you. The analysis is based on your prospects' goals and assets. (Yes, it takes both into account!)
This downloadable version differs from its Web-based cousin in that it is a stand-alone program for your own PC. This shareware (i.e., computer software that's free) is also a "fundraiser edition." It is a little more technical than our Web-based "prospect edition." But not to worry, you'll find it clear, fluid, and easy to use.
Your must-have tool.
If you are a newcomer to planned giving or phobic to its technical side, the Legacy Planner™ will show you the workings of a successful gift decision. If you're a seasoned professional it can help focus your gift discussions with prospects.
Use the Legacy Planner™ to brush up on your gift planning skills, or share it with colleagues who want to know more about planned gift marketing.
How does the Legacy Planner™ work?
It's simple. Lead your prospects through a series of straightforward, logical questions about their goals, and follow the pathway to the gift that best suits their needs and yours.
How to Download
Enter your name & e-mail below to gain access to the Legacy
Planner™. We need your contact information so we can
send you upgrades of the Legacy Planner™ when they become
available. We do not spam & will keep your e-mail confidential.
Note: This software is currently in beta and may have errors. Please report any and all errors using the "Report a Bug" page.