Why choose Legacy Financial?
Intuitive tools to maximize collections and simplify financial management for groups.
PCI Compliant
256-bit Encryption
Automatic Data Backup
99.9% Uptime
Everything you need to easily manage your group's finances:
Collect Dues & Send Invoices
- Easily send electronic or paper invoices to your members.
- Accept credit card and e-check payments online (one-time payments and auto-pay).
- Automatically remind members when payments are due and send past due reminders via US mail or email at the push of a button.
- Send delinquent members past due phone calls or send them to a third party collection agency directly from your LegFi account.
Accept Donations & Raise Money
- Process one time or recurring donations and run your capital campaigns through LegFi.com.
- Easily create rich donation landing pages and start accepting credit card donations without a merchant account.
- Spread the word about your campaign or cause using our simple sharing tools.
- See who is donating to your campaign and how much in real-time.
Build Budgets & Track Expenses
- Easily build an annual budget for your group.
- Link your bank accounts to LegFi to automatically pull expenses from your accounts in real-time.
- Keep your group's finances in the black by comparing your actual revenue and expenses to your estimates.
- View real time budget vs actual, profit vs loss, budget overview, and aging of accounts.
Blast Texts, Emails & Polls
- Send mass texts and emails to all or a selection of your members.
- One-way texts and emails available at the push of a button.
- Spread the word about your campaign or cause using our simple sharing tools.
- For more interactive communication, create surveys with multiple answer options and view real-time feedback from your members or community.
- E-file your annual nonprofit tax return directly to the IRS. Receive acceptance notification within 24 hours.
- Use our proprietary technology to easily e-file your 990N or 990EZ without any accounting knowledge.
*Additional fees apply