LifeLegacy

LifeLegacy

Financial Services

New York, New York 1,170 followers

Making estate planning and philanthropy accessible to over one hundred million middle-income Americans.

About us

LifeLegacy is a digital estate planning platform that is expanding affordable access to estate planning and philanthropy to over 100 million middle-income Americans. LifeLegacy’s suite of products include a fully online last will & testament with the ability to leave a charitable bequest to over 10,000 nonprofits, financial power of attorney, advance healthcare directive, personal estate planning dashboard, and a comprehensive analytics and lead tracking dashboard for B2B clients. LifeLegacy is committed to giving all Americans the opportunity to leave a legacy for their loved ones and the causes they are most passionate about.

Website
http://www.lifelegacy.io
Industry
Financial Services
Company size
2-10 employees
Headquarters
New York, New York
Type
Privately Held
Founded
2020

Locations

Employees at LifeLegacy

Updates

  • View organization page for LifeLegacy, graphic

    1,170 followers

    🎉 Exciting news in the world of philanthropy! Mike Bloomberg’s incredible $1 billion gift to Johns Hopkins Medical School will cover tuition for most students, paving the way for future doctors to focus on advancements in medicine without financial burdens. 👩⚕️👨⚕️ 💫 This powerful act of generosity reminds us of the immense impact philanthropy can have on society. It's not just billionaires who can make a difference. At LifeLegacy, we believe everyone has the potential to leave a lasting legacy. Our innovative tools make giving easier than ever. With LifeLegacy, you can pledge big and give later, ensuring your legacy supports the causes you care about deeply. 💕 Imagine the ripple effect of each of us committing to give back. Your planned gift today could transform lives tomorrow. Philanthropy is for everyone passionate about making a difference. 🙌 Let's be inspired by these acts of generosity and strive to create our own impact stories. Together, we can build a brighter future.

  • View organization page for LifeLegacy, graphic

    1,170 followers

    🌠 Are you ready to revolutionize your nonprofit’s planned giving efforts? LifeLegacy’s $250K Grant Program is here to support you! With planned gifts being 200-300 times the size of annual gifts, the potential impact on your nonprofit can be transformative. Our grants, up to $5,000, can be used for online estate/planned giving tools, customized websites, direct mail campaigns, legacy planning workshops, and hiring a fractional planned giving officer. Apply in under 5 minutes and secure your nonprofit’s future today: https://lnkd.in/gpyk3vAr 📅 Deadline: 8/31/2024 - Don’t miss this opportunity to elevate your impact.

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  • View organization page for LifeLegacy, graphic

    1,170 followers

    Engaging donors in their planned giving journey requires a blend of time and strategic insight. 🎯 Ever wondered how to initiate those meaningful legacy conversations? Start with your giving circles—those dedicated groups of donors already invested in your mission. Here’s why giving circles are your go-to for planned giving discussions: 🔹 They deeply understand and share your mission. 🔹 They’ve consistently committed resources. 🔹 They aim to sustain and advance your mission. Begin these pivotal conversations with the leaders of your giving circle. Their advocacy can spark wider interest and commitment within the group. Want to dive deeper into this strategy? Discover more in our latest blog: https://lnkd.in/dtcckpqt Harness the power of giving circles to build momentum in your planned giving program and secure lasting legacies. 🌟 #Nonprofit #Fundraising #NonprofitFundraising #PlannedGiving #LegacyGiving #GivingCircles #LegacyPlanning #LifeLegacy

    How to Leverage Giving Societies to Supercharge Your Planned Giving Program

    How to Leverage Giving Societies to Supercharge Your Planned Giving Program

    https://lifelegacy.io

  • View organization page for LifeLegacy, graphic

    1,170 followers

    👉 Why planned giving is a nonprofit game changer... For organizations with an aging donor base, ensuring your nonprofit’s future has never been more critical. Our latest blog explores why a planned giving strategy is a must-have. 👵 Aging Donors: As our loyal supporters age, planned gifts can ensure their legacy continues to fuel your mission. 🔑 Key Strategies: Discover actionable steps to integrate planned giving into your fundraising efforts. 📈 Sustainable Impact: Learn how a robust strategy can provide long-term financial stability. Empower your nonprofit with a comprehensive planned giving strategy that inspires lasting generosity and builds a legacy of impact. Your mission’s future depends on it! 💡 Learn more: https://lnkd.in/g8U2_Cuc #NonprofitLeadership #PlannedGiving #FundraisingStrategy #LegacyGiving #Donors #DonorEngagement #Nonprofit #LegacyPlanning

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  • View organization page for LifeLegacy, graphic

    1,170 followers

    We have the best partners in the world! ❤️ If you haven't had the chance, check out the amazing work FoodRecovery.org is doing to minimize food waste and food insecurity -- and see how you can get involved.

    View profile for Sammie Paul, graphic

    Executive Director at MEANS Database

    A few months ago, Spencer Cassidy reached out to FoodRecovery.org for a sales pitch of his new product, LifeLegacy, dedicated to easier planned giving benefiting nonprofits like ours. Saoussen (Suzy) Mahjoub, our Development Director, met with him and said that he felt so genuine in wanting to help, that she scheduled a follow up call for me to meet with him as well. Spencer is an inspiring entrepreneur who believed in our mission of saving food and feeding people. A true trailblazer in the world of startups for good, and we are so grateful he reached out! Long story short, Spencer was everything he said he was and helped us get started with our first Planned Giving Campaign. Here is a Gift Intention form for you to fill out to tell us if Planned Giving is something you’ve considered or might be considering in the future.  https://lnkd.in/ej-XciPH If you’d like to know more about Planned Giving, please read Cassidy’s blog post (https://lnkd.in/ebNhSEPN) and feel free to reach out to us with any questions you might have.

  • View organization page for LifeLegacy, graphic

    1,170 followers

    Are you ready to secure the long-term success of your organization’s mission? Planned giving is the game-changer for a nonprofit’s longevity. Here’s why it matters and how you can make it work for your organization. 🔍 What is Planned Giving? Planned giving involves donors making significant contributions arranged for a future date, often through wills or trusts. These gifts come in various forms, like bequests and charitable gift annuities, allowing donors to make an impact without an immediate financial burden. 💪 The Power of Legacy Gifts Legacy gifts are crucial for nonprofit sustainability. They align with donors' financial planning and personal legacy goals, ensuring your mission thrives for generations. 🤝 Building Relationships Strong planned giving programs hinge on trust-based donor relationships: -Educate Your Donors: Highlight benefits and real-life impacts of legacy gifts. -Promote Bequests: Share how donors can leave a percentage of their estate. -Engage with All Donors: Don’t overlook smaller donors—many significant gifts come from them! 🔧 Simplify the Process Planned giving can seem complex. Make it easy with: -Legacy Giving Program: Offer guidance and connect donors with advisors or online planned giving platforms like LifeLegacy’s Giving Suite. -Informational Meetings: Educate donors about their options and impacts through webinars/workshops and in-person discussions. 💡 Emphasize Impact Show donors the tangible difference their legacy will make. Use storytelling to connect emotionally and reinforce their contribution's value. 🚀 Embrace planned giving as a core strategy and watch your nonprofit thrive! For more insights, visit LifeLegacy or chat with our team of experts: https://lnkd.in/guPpPMz3 #PlannedGiving #LegacyGiving #LegacyPlanning #EstatePlanning #NonprofitFundraising #DonorEngagement #NonprofitSuccess #PlannedGifts #LegacyGifts #MajorGifts #LifeLegacy

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  • View organization page for LifeLegacy, graphic

    1,170 followers

    Today, I'm thrilled to celebrate LifeLegacy turning 4! 🎉 In just four short years, we've partnered with a diverse range of nonprofit organizations, from large institutions to local community groups. In the last quarter alone, we've welcomed over 4000+ churches alongside numerous animal welfare, higher education, senior care, veteran services, human rights organizations, and others. 🐾🏛️👵🪖🌍 Here's a snapshot of our incredible journey, and we're not slowing down: 🚀 $100M+ in pledged planned gifts in the past 12 months, with a bold mission to reach $1 billion. 🏆 The most affordable and comprehensive planned giving platform in the market, offering robust tools and curated marketing resources. ✅ The only planned giving platform to offer complete white-labeling and customization, ensuring your brand remains at the forefront, fostering trust and connection with your donors. 🔗 Integrations with major CRMs for smooth data syncing and enhanced transparency to cultivate more gifts with effective stewardship. 🤝 Partnerships with industry leaders like Plannedgiving.com to elevate the donor and nonprofit experience, making planned gifts effortless for donors and seamless for nonprofits to secure, steward, and receive. From a handful of nonprofits at launch to a thriving community of partners, we are turning dreams into reality! As a testament to our commitment, we recently launched the LifeLegacy Planned Giving Grants Program, receiving over 500+ applicants in the first two weeks and awarding $250K in planned giving grants. Thank you to all our incredible partners for believing in us and joining us on this mission. Here's to the next four years of growth, innovation, and making a lasting impact together. Simply put, we love what we do, we love our partners, and we love helping you succeed! 🫶 🫶 🫶 Spencer Cassidy Co-founder & CEO, LifeLegacy Bonus: Here's a video from 1995 of this guy named Austin Cassidy, who would later become a co-founder. Safe to say, our initial jam sessions led to something special. I'll dig up some of Jordan Cassidy, Brandon Stuchkus, and Craig Simms next 😂 😜

  • View organization page for LifeLegacy, graphic

    1,170 followers

    Capital campaigns are vital for funding large-scale projects and driving your mission forward. But have you considered how integrating planned giving can be a game-changer? Planned giving ensures future funding, deepens donor relationships, and boosts your campaign's success. Here are three powerful ways to weave it into your strategy: 1. Matching Gift Programs: Amplify your impact. When a lead donor matches planned gifts, it motivates others to contribute, doubling or even tripling the value of each gift. 2. Donor Recognition Opportunities: Honor your supporters. Recognizing planned gift donors with naming opportunities or special events creates a lasting legacy and inspires others to give. 3. Long-Term Stewardship Plans: Build lasting relationships. Regular updates and personal touches keep donors connected and committed to your cause. Incorporating these strategies can secure long-term funding and foster deeper connections with your supporters. To learn more about how you can incorporate planned giving into your capital campaign, read here or chat with our team of experts at LifeLegacy: https://lnkd.in/gmduFkqS #capitalcampaign #plannedgiving #legacyplanning #legacygiving #nonprofit #nonprofitfundraising #lifelegacy #donorengagement

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  • View organization page for LifeLegacy, graphic

    1,170 followers

    Happy 4th of July from the LifeLegacy Team 🇺🇸! We hope everyone enjoys the fireworks, cookouts, and time with loved ones. Let's celebrate what brings us together as a nation and the bright future we're building together. 🎉

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Funding

LifeLegacy 1 total round

Last Round

Pre seed

US$ 625.0K

See more info on crunchbase