Legacy Suite
Legacy Suite: A web-based legacy-giving portal with estate tools, commitments, and campaign integration. Ranked #13 of 20 in Planned Giving Software by our editors (6.0/10); pricing: Free plan · pricing on request; best for organizations wanting a free donor legacy portal.
At a glance
- Editor score6.0 / 10
- PricingFree plan · pricing on request
- Best forOrganizations wanting a free donor legacy portal
- Free planYes
- Bequest documentationYes
- Facts checked28 Sep 2026
Where it wins
- Donor portals combine estate planning, bequest documentation, and designations.
- Tracks bequests, endowment gifts, restricted funds, and faith-based contributions.
- Campaign integration, guided implementation, secure access, SOC 2, and GDPR support.
Where it doesn't
- Nonprofit pricing follows a contact-sales process rather than published rates.
- Web-only cloud deployment provides no listed native desktop or mobile apps.
- Focuses on planned giving instead of serving as a complete fundraising system.
Our verdict on Legacy Suite
Legacy Suite is a cloud-based planned-giving platform for nonprofit organizations that need a donor-facing place to record legacy intentions. Its portals include estate-planning tools, bequest documentation, and charitable designations, while fundraising teams can capture commitments across bequests, endowment gifts, restricted funds, and faith-based contributions. Secure donor access and support for small, mid-market, and enterprise organizations make it suitable for teams formalizing legacy programs within existing operations.
The product’s strongest fit is its connection between donor documentation and campaign activity. Campaign integration is designed to fit existing fundraising workflows, and guided implementation gives organizations a defined path for rollout. The web platform can be accessed through a cloud deployment, while SOC 2 and GDPR compliance signals address common security and privacy requirements. Organizations that need a focused portal for planned-gift conversations, documentation, and commitment tracking will find the feature set aligned with that workflow.
A free plan is listed, but the nonprofit offering directs organizations to schedule a demo and uses a contact-sales pricing model. That makes budgeting less immediate than with a published rate card. Legacy Suite also concentrates on planned giving rather than acting as a full fundraising system, and its listed platform is web only. Choose it when legacy portals, estate details, and gift commitments are central priorities; consider a broader fundraising platform if you need a wider donor-management scope in one product.
Legacy Suite pricing
Legacy Suite fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Gift types supported | bequests; endowment gifts; restricted funds; faith-based contributions |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | Not verified |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Free plan · pricing on request |
| Website | legacysuite.com |
| Facts checked | 28 Sep 2026 |
Alternatives to Legacy Suite
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all Legacy Suite alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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