Media Mentions
planned giving & philanthropy
As more Americans manage their legacies online, planned giving helps nonprofits leverage the evolving philanthropic landscape. Amid the “Great Wealth Transfer”, directing up to $12 trillion to charity, our platform facilitates easy handling of legacy and non-cash donations, essential for nonprofits to grow their funding and impact.
While many churches encourage planned gifts, few actively cultivate them. These gifts, even from those of modest means, can significantly support and prolong your congregation's mission and ministries.
Crypto is reshaping charitable giving, with contributions averaging 31 times larger than traditional online gifts. Legacy Suite provides crucial tools for maximizing donation impacts through the advantages of cryptocurrency.
Elevate Your Fundraising
Legacy Suite empowers your organization to tap into the future of giving
Legacy Suite empowers your nonprofit to tap into the future of giving . Our pioneering cryptocurrency inclusion in legacy planning unlocks a new demographic of donors, enhancing your fundraising capabilities.
With Legacy Suite innovative revenue- sharing model, your nonprofit can benefit from a new, sustainable income source without the heavy lifting. Say goodbye to prohibitive fees and hello to a partnership that thrives on mutual success.
We provide the tools; you keep your brand front and center. Our customizable, branded dashboards allow you to offer a seamless legacy planning experience that uniquely yours.
Attract a tech-savvy audience with our DIY traditional will method, offering an accessible alternative to the costly and time- consuming process of estate planning attorneys.
Many platforms overlook planned giving services. Legacy Suite fills this vital gap, positioning your organization at the forefront of the planned giving movement.
Expand the scope and impact of your planned contributions
Planned Giving Reporting
Planned giving reporting is an essential aspect of managing and acknowledging the commitments made by donors.
Maintain detailed records of each donor planned giving commitment, including the type of gift, the estimated value, and the expected timeframe for the donation.
Report on the various types of planned gifts, such as bequests, trusts, annuities, and others, along with their specific designations or restrictions if any.
Develop a system for recognizing and acknowledging planned gifts, which may include listing donors in annual reports, special recognition events, or permanent acknowledgment displays.
Use planned giving commitments to forecast future income for the organization, which can be essential for long-term financial planning and sustainability.
Regularly review the donor intent and follow up on any changes that may occur in their life circumstances that could affect the planned gift.
Regularly review the donor's intent and follow up on any changes that may occur in their life circumstances that could affect the planned gift
Innovative Legacy Planning Tools For Valued Donors
Legacy Suite’s platform offerings provide donors with a secure, integrated solution for managing their digital legacy, optimizing planned giving strategies, and engaging in crypto philanthropy.
Our platform's estate planning tools are designed to be user-friendly, encouraging donors to include charitable giving in their plans.
Our platform's estate planning tools are designed to be user-friendly, encouraging donors to include charitable giving in their plans.
Offer your donors peace of mind with our secure storage and sharing solutions for essential documents, accessible by designated individuals.
Simplify beneficiary designations for various assets, ensuring that your donors' wishes are precisely followed.
Our future messaging and legacy journaling features allow donors to convey their values & stories, enhancing their emotional connection to your cause.
Our unique tool provides donors with a clear assessment of their legacy planning, encouraging comprehensive and thoughtful estate planning.
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