In short, we exist to give Greek organizations the financial management support they need, with an unmatched level of customer support, while preserving complete chapter control over their own finances.
If you are looking to save time in dues collection and administration, then Legacy is your best option. Our system was designed to cut out all of the confusion in invoicing, collections, and reporting. There are not ten different steps needed to access an account or report, but rather one easy to navigate path to every piece of information available to you. When tax time comes, our budget management tool provides a step-by-step report that makes the IRS Complex 990 form not so complex.
In addition, one of our features, exclusive to Legacy Financial, is our Virtual Terminal, which allows a chapter to turn any computer logged into your Legfi account into a point of sale terminal. This is a great tool for fund raisers, alumni donations, banquets, and any other instance when, "I don't have cash," has been an excuse in the past. Chapters can even link an "Alumni Donate Here" button on their homepage. The opportunities with this feature are endless and it can only be found at Legacy Financial.
Visit our website to schedule a demo and request a quote!
www.legfi.com
Specialties
Member Management and Communication, Custom Invoicing, Collections, Online Payments
