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
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.

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

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