The Legacy Leaders team is led by:
President and CEO
About Chris Heldman:
Chris joined Legacy Leaders in 2007 to head up the U.S. business unit. In that role, he developed some of the largest proactive planned giving marketing programs in the U.S. Now, as President and CEO, he is responsible for program and services development, cultivating client relationships, operational budgets and working to set the future direction of our organization.
Meet the Legacy Leaders Management Team
Our team is a diverse group of experienced planned giving, fundraising, marketing, project management and business specialists. We work together, playing off one another’s skills and strengths, to provide some of the best planned gift acquisition and donor cultivation around. Our planned gift expertise lies in our focus on relationships and – as it turns out – our relationship focused approach translates well to annual/current giving as well! Our team has grown and thrived under the Legacy Leaders name for 22+ years. Put our expertise and experience to work for you!
Vice President, Business Development, U.S.
Since joining Legacy Leaders in 2015 as Vice President of Business Development, U.S., Kevin has used his exceptional relationship cultivation and networking skills to build strong relationships with some of the top philanthropic organizations in North America. Kevin brings 20+ years of prior sales and marketing experience, which provides him an incredible ability to grow the Legacy Leaders brand within the U.S. market.
Director, Business Development, Canada
In 2008, Tim joined Legacy Leaders to manage the relocation of our Toronto head office and the opening of our fundraising center in Las Vegas. Subsequently, he led the operations of our Las Vegas and Toronto centers. With many years of prior business management and sales experience, Tim is ideally suited to his new role as Director of Business Development, Canada. During leisure time, Tim enjoys hobbies related to his family cottage in Northwestern Quebec.
Director, Client Services
Since joining Legacy Leaders in 2012 as Client Services Coordinator, Jessica has been an integral member of our Client Services team. Currently, as Director of Client Services, Jessica effectively manages both internal resources and 3rd party partners to ensure the successful execution of fundraising campaigns on behalf of our clients. During her tenure, she has made major contributions to 60+ programs. Jessica is an animal lover who enjoys volunteering with local animal rescue organizations.
Manager, Client Services
Catherine recently joined Legacy leaders in 2018 as our newest Client Services Manager, ensuring the success of our Planned Giving and Stewardship campaigns on behalf of our clients. Previously, Catherine worked at SickKids Foundation for more than eleven years, where she managed the Gift & Estate Planning program, executing legacy marketing campaigns to secure new expectancies, while also working one-on-one with donors to include charity in their estate plans. In her spare time Catherine enjoys traveling, running along the lake and spending time with her family.
Manager, Donor Compass and Special Projects
With Legacy Leaders since 2010, Gail started as a Client Services Manager and then transitioned to her current role as Manager of Special Projects. She is responsible for overseeing a diverse range of projects including the recent development/implementation of our proprietary database analysis software and our website redesign project. Gail brings 20+ years project management experience including 15 years in nonprofit fundraising. She has a passion for cooking, enjoys the outdoors and time with family.
Manager, Contact Center for Donor Relations
Jasmine joined Legacy Leaders in 2017. She comes to Legacy with 7 years experience in fundraising and call center management within the nonprofit sector. She strongly believes in a donor-centric approach and has the skills to consistently provide excellent donor experiences. Jasmine loves spending time with her family and is passionate about travel, food and different cultures.
“You make a living by what you get. You make a life by what you give”
Introducing our Donor Relationship Specialist Team!
Our team loves getting to know your donors and supporters!
Our team of Donor Relationship Specialists’ conversational skills, personality traits, planned giving knowledge and experience make them the best in the business.
All Donor Relationship Specialists:
Fit the personality profile for individuals likely to be successful at engaging donors and supporters in meaningful phone conversations about their philanthropy goals and your organization.
Have completed an extensive 60-hour training program that is individually tailored to ensure they have the comprehensive knowledge and skills required to be effective phone consultants
Great Callers = Successful Campaigns!
At Legacy Leaders, we believe in supporting great employees. As a result, we have very little turnover in our call center. In fact, some of our Donor Relationship Specialists have been engaging the donors/supporters of our clients in conversations about planned or current/annual giving for as many as 10 years. The average age of our Donor Relationship Specialists is 56 – and they have a broad range of life experience which matches the vast number of donors/supporters with whom they converse.
Our Featured Donor Relationship Specialist:
In January 2008, we opened our Toronto center and Dorothy joined our team, bringing 5 years prior charitable calling experience in both annual/current giving and planned giving. Since then, she has consistently demonstrated her uncanny ability to engage donors/supporters. During calls, her quiet charm and grace come through, disarming donors/supporters and drawing them willingly into detailed conversations about their philanthropic goals and support for our nonprofit client(s).
She is intelligent, thoughtful, detail oriented and has a generous nature, donating both her time and considerable knitting/crocheting talents, to support organizations like Safe Kids Canada, Candlelighters Childhood Cancer Support Programs and many school programs. And Christmas just wouldn’t be Christmas without Dorothy’s handmade ornaments! Is it any wonder why Dorothy is our featured DRS!