Know who's leaving a future gift, and thank them in time.
LotusGiving makes it easy to promote your legacy society and identify the people who have committed, so your team can thank the people behind each gift.
Heritage Society
Legacy society, last 30 daysSupporter view
How would you like to be recognized?
Celebrate Every Commitment, Even the Quiet Ones
Many legacy gifts arrive as a surprise, long after a supporter could have been honored. Without a way to invite people to tell you, a loyal donor's commitment stays invisible, and so does your chance to say thank you.
Give your legacy society a home
Launch your legacy society on your own planned giving microsite, with your name and your story. When supporters see others join, many start to consider it themselves. Your society becomes the example that carries your mission forward for generations.
Welcome to the Heritage Society.
Join the donors who are shaping our mission for generations to come.
Start my free willMake my plans knownInvite supporters to tell you in a few clicks
Supporters who have already included your nonprofit in their plans can tell you in a few clicks. Just a simple way to say yes.
Heritage Society
Tell us about your plansSupporter view
Would you like to be recognized?
See who has committed
Know who has joined and which type of gift they've made, so legacy giving stops being guesswork. Every commitment is recorded in one place where your whole team can find it.
Legacy society
Members this yearThank people in their lifetime
A gift that arrives as a surprise can never be thanked the way it deserves. When you know who has committed, your team can recognize them now — while they're here to hear it.
Thank you for believing in our future
We're honored to welcome you as a founding member of our legacy society. Your commitment keeps our mission alive for the next generation.
Give supporters a legacy they're proud to share
The people who include you in their plans want to be known, not managed. Here's how a society makes them feel.
No will yet? They can still join.
Some of your most loyal supporters haven't put a plan in place. LotusGiving gives them a guided way to create a will, and to include your nonprofit when they do.
Start where they are.
A step-by-step builder walks them through it at their own pace. Naming your nonprofit is one step in the process.
See where each supporter stands.
When they start the intent of leaving the gift, you can see where each supporter is in the process, so you can help at the right moment.
Recognize them early, on their terms.
As soon as they get the intent, they can tell you and be recognized — on their own terms.
Step 1 of 6
Leave a gift to a cause you love
You don't have to grow planned giving alone.
From your first legacy page to your first society member, LotusGiving gives your team the tools and guidance to take the next step with confidence.
Frequently asked questions
Yes. Your society lives on your own planned giving microsite, with your name, story, and branding.
Yes. Supporters who don't have a will can start one in the guided Will Builder, then choose to include your nonprofit and join your society.
Their progress is saved and they can pick it up when they're ready. Your supporter pipeline shows which step they're on, so you can offer help at the right moment.
Log in to your nonprofit account and open your supporter pipeline. Each supporter shows the step they're on, from first interest to a completed commitment, so you can recognize and follow up with them.
No. Members can share as much or as little as they like, including nothing about the amount.
Yes. Members choose how, or whether, they're recognized, and can be updated if they change their mind.
No. Your team never sees the will itself. You see only what the supporter chooses to share with you, such as the percentage of their estate they've designated to your nonprofit.
Start your legacy society today.
Give loyal supporters a place to belong, and give your team a clear view of who has committed. Set up your society on your planned giving microsite.