Customized Legacy Services

Legacy programs and gift vehicles can seem overwhelming on an already overworked staff. But by not optimizing your legacy giving potential you are missing opportunities of funding from your donors. Your program can be as simple or
complex as you want it to be. We will guide you through it together.

We partner with you to...

  • Analyze your current development program.
  • Integrate a legacy program into your existing fundraising efforts, or create a standalone program.
  • Develop an endowment program.
  • Draft key documents.
  • Assist in strategies of legacy solicitations.
  • Assist you in closing legacy gifts.
  • Create marketing plans and associated materials, and build any other systems or structures necessary to solidify a plan that will ensure your future growth.

And so much more. (Just ask!)

Working together with us, you will be confident in your knowledge of planned giving, and know that the program that you set up and implement will sustain your organization far into the future. (Your colleagues (and board) will rightly think you are a rockstar!)

Rates vary depending on the scope of the project.

The process is simple:
1. Schedule an appointment.
2. We will create a customized plan.
3. Then, reclaim your time and watch your program grow!