Let’s Work Together

Have you wanted to work on building your legacy but didn’t know where to start?  In all the work we do, we connect purpose with impact.

Work with Us

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    Nonprofits

    We provide services around legacy giving, planned giving, endowments and noncash assets, whether incorporating into an existing program, creating a new program or as part of a comprehensive campaign.

    Creating a legacy giving program eliminates the risk of losing out on impactful donations to your organization for years to come. We work with nonprofits in two ways - customized projects to suit their needs, or through our signature group program, Lead With Legacy, where we walk you through a step-by-step process. Click here for information about our latest group.

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    Businesses

    Businesses that engage in corporate social responsibility (CSR) benefit from enhanced brand identity, increased employee satisfaction and retention.  We work with you through customized services to transform how businesses shape social change.

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    Individuals

    Businesses that engage in corporate social responsibility (CSR) benefit from enhanced brand identity, increased employee satisfaction and retention.  We work with you through customized services to transform how businesses shape social change.

“It was a big commitment for us to invest in legacy giving because our Board hadn't funded it. We decided to join the Lead With Legacy program and with Lori's expertise, support, and quick responses to questions we now have a suite of effective marketing materials, improvements to our policies and systems, and have successfully been building our program and bringing in the legacy gifts!"

Becky Nurnberg, Executive Director of Emporia Community Foundation