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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

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 

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