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Description
Legacy Financial, often referred to as LegFi, is an online platform designed to facilitate the financial collection and management needs of member-driven organizations. With robust 256-bit encryption and automated data backup, LegFi streamlines the process of managing groups, issuing invoices, accepting online payments, and maintaining precise financial records. Notable functionalities encompass dues collection, filing tax returns, processing credit card transactions, managing fundraising efforts, budgeting and forecasting, linking bank accounts, and an array of additional features tailored to enhance financial oversight. The comprehensive nature of LegFi makes it an indispensable tool for organizations seeking to optimize their financial operations.
Description
Foster and nurture connections with alumni, parents, corporate sponsors, and contributors. Aid in the organization and execution of the VSE (Voluntary Support of Education) Survey. Ensure a consolidated view of all engagements with donors and potential supporters. Produce reports and analyses categorized by graduating class years. Encourage participation and backing for various events, ranging from formal dinners to golf tournaments. Develop specialized web pages for events, facilitating both registration and online payment options. Efficiently manage and monitor expenses while overseeing sponsorships and vendor relationships. Take charge of acknowledging contributions to donors and their families. Access detailed reporting tools for media listings and evaluations. Utilize an intuitive gift-entry method that accommodates multiple honors without the need to divide contributions. Keep thorough and pertinent records for every membership, allowing quick access to membership histories. Monitor retention rates, attrition levels, and sources of new members. Generate membership cards to streamline the assembly of membership packets, ensuring an organized process for distribution. Additionally, implement strategies for ongoing engagement to bolster donor relations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$2.00/month/user
Free Trial
No
Free Version
No
Pricing Details
$8000.00/one-time
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Legacy Financial
Founded
2008
Country
United States
Website
legfi.com
Vendor Details
Company Name
Anthology
Founded
1984
Website
www.campusmanagement.com/products/Talisma-Fundraising-features/
Product Features
Alumni Management
Event Management
Yes
Fundraising Management
Yes
Jobs Board
No
Mailing List Management
No
Member Accounts
Yes
Member Communities
Yes
Member Directory
Yes
Member Portal
Yes
Membership Management
Yes
Website Management
Yes
Product Features
Alumni Management
Event Management
Yes
Fundraising Management
Yes
Jobs Board
No
Mailing List Management
Yes
Member Accounts
No
Member Communities
No
Member Directory
No
Member Portal
No
Membership Management
No
Website Management
No
Donation Management
Campaign Management
No
Donation Tracking
No
Donor Database
Yes
Event Management
No
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
Yes
Receipts / Statements
No
Recurring Donations
Yes
Volunteer Management
No
Fundraising
Alumni Management
Yes
Auction Management
No
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
No
Membership Management
Yes
Mobile Giving
No
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes