For Nonprofits

Transform Donor Intent Into Documented Legacy Gifts.

A planned giving platform that helps nonprofits turn donor interest into lasting contributions.

Legacy Suite gives your donors a simple way to include your organization in their plans while giving your team better visibility into future giving.

Schedule a Nonprofit Demo Explore Planned Giving Tools
Financial Legacy Banner
The Planned Giving Opportunity

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

Most planned gifts never get recorded. Conversations happen, intentions are shared, but nothing is written down. Legacy Suite helps bridge that gap by giving donors a clear, guided way to take action.

Core Nonprofit Capabilities

Tools designed to help you grow planned giving without adding complexity to your team.

Donor Legacy Portals

Give supporters a guided way to plan and document their giving.

  • Estate planning tools
  • Bequest documentation
  • Charitable designations

Planned Gift Documentation

Capture and track commitments across your donor base.

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

Campaign Integration

Incorporate planned giving into your existing outreach.

  • Capital campaigns
  • Alumni engagement
  • Donor programs

Institutional Benefits

Strengthen long-term fundraising by turning donor intent into documented commitments.

Increase documented bequests
Strengthen donor engagement
Build more predictable long-term funding

Simple to Launch for Nonprofit Teams

Legacy Suite is designed to fit into your existing fundraising and donor engagement workflows.

Guided Implementation

We support your team through setup and rollout.

Secure Access

Protect donor information while providing easy access.

Built for Nonprofits

  • Works alongside your current fundraising tools
  • Easy for donors to access and use
  • No additional burden on your team

Questions from nonprofit teams

What development and advancement teams ask before launching planned giving.

The gap between donor intent and documented intent. Many donors intend to give, but few formally document their wishes — conversations happen, intentions are shared, and nothing is written down. Legacy Suite gives those donors a guided way to act on the conversation your team already had, so the gift ends up in a document rather than in a development officer's notes.
A guided space where your supporters plan and document their giving. It combines estate planning tools, bequest documentation, and charitable designations, so a donor who wants to include your organization can create the underlying will or trust and record the designation in the same session instead of being sent elsewhere to do it.
Bequests, endowment gifts, restricted funds, and faith-based contributions. Restricted funds matter for programs where donors want their gift directed to a specific purpose — conservation work, a scholarship, a named program — and documenting that restriction at the time of intent is what prevents ambiguity later.
Through campaign integration, planned giving becomes part of outreach you are already running rather than a separate track. It is designed to work alongside capital campaigns, alumni engagement, and existing donor programs, so a planned giving ask can live inside a campaign touchpoint instead of requiring its own calendar.
It is designed to add no additional burden on your team, to work alongside your current fundraising tools, and to be easy for donors to access and use. Legacy Suite also supports your team through setup and rollout with guided implementation. For a two-person shop, the relevant point is that the donor does the planning work in the portal, not your staff.
Better visibility into future giving is the core reporting promise — documented bequests and charitable pledges are captured and tracked across your donor base rather than living in individual relationships. That is what turns anecdotal intent into something a board can plan against.
Through nonprofit partnerships, Legacy Suite's core estate planning tools are offered free to donors, with no credit card, subscription, or hidden fees. This is deliberate: the donor is far more likely to complete a plan that includes your organization when documenting it costs them nothing.
No. Donor information is protected with secure, permissioned access, and donors control who sees what. Your organization's visibility relates to the giving they document in connection with your program, not their broader financial picture. That boundary is what makes donors willing to use the tool in the first place.
Yes, and it is important to say so plainly. A charitable bequest can be as simple as a fixed percentage of an estate, and a donor can update or remove it at any time — it costs them nothing during their lifetime. Revocability is a feature of the instrument, which is precisely why documented intent is valuable while unwritten intent is not.
Because a documented bequest can be tracked, valued, and reported, while an undocumented intention cannot. The stated benefits — increased documented bequests, stronger donor engagement, and more predictable long-term funding — follow from that one shift. A pipeline you can see is a pipeline you can build a budget around.

Turn Generosity Into Lasting Impact

Donors want to give in meaningful ways. They just need a clear way to do it. Legacy Suite helps you capture that intent, document it, and turn it into long-term support for your mission.

Schedule a Nonprofit Demo Explore Planned Giving Tools