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LEGACY FOR GOOD

AMPLIFY THE IMPACT OF PLANNED GIVING, CRYPTO PHILANTHROPY, AND LEGACY PLANNING.


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Schedule A Demo


MEDIA MENTIONS




PLANNED GIVING & PHILANTHROPY

For Nonprofits

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.

For Congregations

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.

For Crypto

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

Maximize Fundraising Potential

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.

Revolutionize Your Revenue Stream

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.

Your Brand, Your Donors, Our Technology

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.

Diversify Your Donor Base

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.

Fill the Planned Giving Gap

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


Schedule a demo


PLANNED GIVING REPORTING

Planned giving reporting is an essential aspect of managing and acknowledging
the commitments made by donors.

Donor Commitment Records

Maintain detailed records of each donor planned giving commitment, including the
type of gift, the estimated value, and the expected timeframe for the donation.

Gift Types and Designations

Report on the various types of planned gifts, such as bequests, trusts,
annuities, and others, along with their specific designations or restrictions if
any.

Recognition and Acknowledgment

Develop a system for recognizing and acknowledging planned gifts, which may
include listing donors in annual reports, special recognition events, or
permanent acknowledgment displays.

Forecasting Future Income

Use planned giving commitments to forecast future income for the organization,
which can be essential for long-term financial planning and sustainability.

Donor Intent and Follow-up

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.

Estate Planning Innovations

Our platform's estate planning tools are designed to be user-friendly,
encouraging donors to include charitable giving in their plans.

Asset Management

Our platform's estate planning tools are designed to be user-friendly,
encouraging donors to include charitable giving in their plans.

Secure Document Storage

Offer your donors peace of mind with our secure storage and sharing solutions
for essential documents, accessible by designated individuals.

Beneficiary Management

Simplify beneficiary designations for various assets, ensuring that your donors'
wishes are precisely followed.

Communicate Lasting Values

Our future messaging and legacy journaling features allow donors to convey their
values & stories, enhancing their emotional connection to your cause.

Legacy Score

Our unique tool provides donors with a clear assessment of their legacy
planning, encouraging comprehensive and thoughtful estate planning.


COLLABORATE WITH LEGACY SUITE

Transform your fundraising efforts and empower your donors to make a lasting
impact. Let's build a future where your nonprofit and its supporters can grow
together


Schedule a Demo

Copyright © 2024 LegacySuite Inc. All rights reserved.

English (United States)



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