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Beneficiary Designations Portal

This page is reserved for clients with our Beneficiary Designations planned giving website and is updated twice a year. Please report any broken links and new topic requests by calling 800-490-7090 or by reaching us at success@plannedgiving.com.

Subject Matter & Topics

Brochures

  • Bequests (how they work)
  • Trusts 101

Mailers (Postcards)

  • Bequests (how they work)
  • Beneficiary Designations

Outreach

  • Download entire Outreach as one file

Content

  • Advisor brochure copy
  • Filler articles (over 40) on wills, trusts and estates
  • Gift Plan "Sell/Spec" Sheets with Illustrations (15 sheets, all zipped)
  • Gift Comparison Charts
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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Downloads – Delete this link before live.

Frequently Asked Questions on LegacyPlanner™

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Is there a free trial plan?

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Does the price go up as my team gets larger?

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Can I cancel my subscription at any time?

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