Search a directory of non-profits, donate through The Giving Block's own widget without leaving Legacy Suite, and name an organisation as a beneficiary so your giving outlives you.
Non-profit directory
Search by name, page through results, and open the donation widget for the organisation you choose.
Most people who give regularly do it in a way that leaves no trace in their estate. The donations happen on a dozen different websites, the receipts live in an inbox, and the causes that mattered most across a lifetime are invisible in the documents that describe what happens next.
Legacy Suite treats giving as part of the same picture as everything else you are recording. You can find an organisation, donate to it, and — separately — name it as a beneficiary so it is written into the plan rather than remembered only by the people who knew you well.
Neither of those replaces professional advice about the tax or estate consequences of a gift. What they do is keep your giving in the same place as the rest of your affairs, where the people handling them will actually find it.
Legacy Suite integrates with The Giving Block, which maintains the list of participating organisations. Inside the product, that list is a directory you can search and page through.
Type what you are looking for and the directory narrows as you go. Useful when you already have an organisation in mind and simply want to reach it quickly.
Results come back a page at a time rather than in one overwhelming list, so browsing when you do not have a specific cause in mind stays manageable.
Each organisation carries a Donate action. Choosing it opens that organisation's own donation widget directly in Legacy Suite, in a modal over the directory.
Which non-profits appear, and the details shown for them, are supplied by The Giving Block. Legacy Suite does not curate, rank, or endorse the organisations in the directory.
The donation itself is handled by The Giving Block, not by Legacy Suite. Here is exactly what happens when you press Donate.
Open charitable giving from the header and search the directory, or page through it until you find the non-profit you want to support.
Legacy Suite requests that organisation's donation widget from The Giving Block. Nothing is charged and no payment details are entered at this stage.
The Giving Block's own donation widget is rendered in a modal over the directory, so you stay in Legacy Suite while the donation form itself is theirs.
Amount, payment method, and any receipt details are handled inside that widget, under The Giving Block's process and terms rather than Legacy Suite's.
A donation is a gift you make now. Naming a non-profit as a beneficiary is a different thing: it records an organisation among the parties who inherit, alongside the people you have named.
Legacy Suite's beneficiary feature includes non-profit search, so an organisation can be added the same way a person would be. That turns a cause you have supported quietly for years into something written down where your executor will see it.
Beneficiary search covers non-profits as well as people, so you can find and add an organisation without leaving the flow.
The organisation sits in the same list as everyone else you have named, so nothing about your intentions has to be inferred later.
Beneficiaries are not set in stone. The causes that matter to you at forty may not be the ones that matter at seventy, and the record should follow.
Charitable giving is an integration. Being clear about the boundary matters, because your money crosses it.
What Legacy Suite does
What Legacy Suite does not do
Donations to qualified non-profit organisations may be tax-deductible. Whether a particular gift is deductible for you depends on the organisation's status, where you file, how you file, and the specifics of your own situation — none of which Legacy Suite is in a position to assess.
Receipts and acknowledgements for a donation come from The Giving Block's process and the receiving organisation, not from Legacy Suite. Keep them, and confirm the treatment of any gift with a qualified tax professional before you rely on it.
Legacy Suite is not a law firm, an accountancy practice, or a financial adviser, and nothing on this page is tax, legal, or financial advice.
Are you a non-profit rather than a donor?
This page is for individuals who want to give. If you run or fundraise for a non-profit and want to grow documented legacy gifts from your supporters, the planned giving platform is what you are after.
Your documents, your accounts, your beneficiaries, and the causes you support all sit in the same product rather than scattered across a dozen services.
A searchable directory means you can act on an intention in the moment you have it, instead of bookmarking it for a someday that rarely arrives.
Naming a non-profit as a beneficiary puts a cause into the record, so nobody has to guess what you would have wanted.
How the directory works, who processes your donation, and what naming a nonprofit as a beneficiary does.
Open the directory, find the organisations that matter to you, and decide whether they belong in your will as well as your bank statement.
Donations are completed through The Giving Block's own widget. Legacy Suite does not provide tax, legal, or financial advice.