LegacyPlanPro is the philanthropic arm of RetirementPro — dedicated to helping nonprofit organizations build legacy giving programs that deepen donor relationships and sustain mission impact for generations.
Annual donations fund today's operations. Legacy gifts — structured through estate plans, life insurance, and retirement accounts — fund an organization's future. The nonprofits that build programs to capture them are the ones that endure.
Every engagement is built around the specific needs of your organization — from an initial assessment of your current program to long-term collaboration that positions your team for sustained growth.
“She had nowhere to turn. I just rolled up my sleeves.”
Johny Hong, CLU® has spent 18 years in financial services with one consistent focus — the people behind the plan.
Early in his career, Johny delivered a death benefit check to a widow who had no advisor and no roadmap. Her husband had managed everything. She was surrounded by paperwork she had never seen and had no idea where to begin.
Johny stayed. He organized everything. He made sure she understood every document before he left.
That experience shaped everything that followed. RetirementPro was built to serve individuals and families preparing for retirement. LegacyPlanPro was built for the organizations those same people care about most — a dedicated resource for nonprofits seeking a qualified, mission-aligned partner for their legacy giving program.
This work is not transactional. It never has been.
LegacyPlanPro works with nonprofit organizations and their leadership teams who are ready to develop a structured legacy giving program and want a dedicated, qualified partner to help them do it right.
Every engagement begins with a straightforward conversation — a review of your organization's current legacy giving position and an honest assessment of what a structured program could achieve for your organization and your donors.
Schedule a ConversationWhen you schedule a consultation through this website, your name, email address, and any information you voluntarily provide are collected through Google Calendar. We do not operate independent data collection forms on this site.
Information collected is used solely to schedule and conduct consultations. We do not sell, rent, or share your personal information with third parties for marketing purposes.
California residents have the right to request information about data collected, request deletion of personal data, and opt out of the sale of personal information. We do not sell personal information. To submit a request, contact info@legacyplanpro.com.
This site contains links to RetirementPro.us and Google Calendar. LegacyPlanPro is not responsible for the privacy practices of third-party websites. Visitors are encouraged to review the privacy policies of any external sites they visit.