For Nonprofits

Transform Donor Intent
Into Documented Legacy Gifts.

Legacy Suite equips nonprofits with digital infrastructure to scale planned giving and capture generational philanthropy.

Schedule a Nonprofit Demo Explore Planned Giving Tools
Total Net Worth +4.2% this month
$1,420,500
Documented Bequests
$217,000
Charitable Pledges
$75,000

Documented Legacy Gifts

American Red Cross
10% of Estate Bequest
Est. $142,000
Doctors Without Borders
Transfer on Death (TOD)
$50,000
World Wildlife Fund
Restricted Gift - Conservation
$25,000

Legacy Contacts

SJ
Sarah Jenkins
Spouse
Full Access
MJ
Michael Jenkins
Son
Limited Access (Pending)
Financial Legacy Banner
The Planned Giving Opportunity

Many donors intend to give, but few formally document their wishes.

Legacy Suite bridges that gap.

Core Nonprofit Capabilities

Integrate powerful estate and legacy tools directly into your donor ecosystem.

Donor Legacy Portals

Provide supporters with guided access to:

  • Estate planning tools
  • Bequest documentation
  • Charitable designations

Planned Gift Documentation

Capture and track:

  • Bequests
  • Endowment gifts
  • Restricted funds
  • Faith-based contributions

Endowment & Gift Visibility

Track documented commitments across your donor base to strengthen long-term fundraising strategy.

Campaign Integration

Integrate legacy planning into:

  • Capital campaigns
  • Alumni outreach
  • Faith-based initiatives

Institutional Benefits

Unlock new dimensions of growth by securing the next generation of philanthropy and providing comprehensive legacy stewardship.

Increase documented bequests
Strengthen donor engagement
Build long-term endowment pipelines
Modernize fundraising infrastructure

Enterprise & RIA Deployment

Available for:

Independent RIAs
Broker-dealers
Family offices
Private banks
LS

Turn generosity into structured, lasting impact.

Provide your donors with the ultimate peace of mind.

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