For Legacy & Planned Giving Teams

Be the charity your donors choose, the moment they create their estate plan.

DeNovo places your charity in front of estate planning clients at the exact moment they decide their legacy, and hands you a warm, opt-in introduction to steward them for life.

For most nonprofits, a legacy gift is invisible until it's too late. You learn about a bequest when the estate plan is read, long after the donor is gone, with no chance to thank them, steward them, or deepen the relationship. And you can't forecast what you can't see.

Don't chase legacy gifts. Be there when they're written.

DeNovo platform charitable giving step: Give back to what gave you purpose

Legacy Giving

Legacy giving is fully integrated into the DeNovo platform because Gen X and Millennial clients want to support a cause they love.

As clients allocate assets, they are presented with the opportunity to include a charitable gift, either as a specific amount or a percentage of their estate.

1 in 5 clients choose to include a charity.

The legacy giving functionality is embedded directly into the estate planning journey, at the precise moment clients are deciding what their legacy will be.

Thousands of clients each month are making active legacy decisions inside the DeNovo platform.

DeNovo nonprofit selection interface showing featured charities clients can add to their estate plan
DeNovo gift setup interface showing percentage of estate allocation options for a chosen charity

Why Being Profiled Matters

Charities profiled on the DeNovo legacy giving page are presented to clients at the exact moment of intent.

That presence materially increases the likelihood of selection.

Estate plans created on DeNovo are:

5x

more likely to include a charitable gift

2.5x

larger in average gift size

65%

of legacy donors opt in to connect directly with the organization

That final point changes everything.

When a donor opts in, the charity receives a warm introduction creating the opportunity to steward them as a lifetime supporter, not just a future bequest.

A New Channel for Predictable Legacy Growth

DeNovo gives nonprofits:

Access to qualified estate planning donors

Visibility at the exact moment of legacy allocation

Opt-in introductions for lifetime stewardship

Predictable, scalable reach through a growing national attorney network

How placement works

01

Your cause is profiled in the DeNovo legacy-giving step, shown to clients at the moment they decide their charitable gift.

02

Clients choose the causes that matter to them, and can opt in to be introduced to you.

03

Your team receives a warm introduction to steward each donor as a lifelong supporter.

Don’t chase legacy gifts. Be there when they’re written.