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Causes and Correlates of Charitable Giving in Estate Planning

Causes and Correlates of Charitable Giving in Estate Planning: A Cross-Sectional and Longitudinal Examination of Older Adults Final Report Submitted to the AFP/Legacy Leaders Planned Giving Research Grant Program July 2008 Russell N. James III, J.D., Ph.D. Assistant Professor University of Georgia For more information, visit www.legacyleaders.com or call 215-351-5180.   Who is likely to [...]

Planned Gift Donor Acquisition: Must Do’s & Must Haves

Lessons learned from millions of telephone conversations Legacy Leaders' Background More than 20 years of experience asking for Planned Gifts by telephone Experience across the US and Canada Planned and Current gift acquisition across all industries and verticals Our campaigns rarely net less than 20% positive responses Our best campaigns [...]

2015

Donor Compass 2.0™ is released. This new and improved version incorporates 2 additional measurement components based on an additional 7 years of empirical evidence.

2014

Legacy Leaders releases Donor Compass™ Database Analysis as a stand-alone service. 

2011

Royal Ontario Museum Governors partners with Legacy Leaders to execute a 2,200 lead Custom Planned Giving Program targeting their board, donors, members and volunteers.

2010

Colorado State University partners with Legacy Leaders to launch a 4 year Complete Planned Giving Program. Legacy Leaders executes its 125th planned gift focused campaign/project.

2009

Seattle University selects Legacy Leaders to execute their 4 year Complete Planned Giving Program.

2008

Legacy Leaders growth requires that we move to a larger Canadian Headquarters. The George Washington University Foundation selects Legacy Leaders to execute a 4 year Complete Planned Giving Program where conversation/mail messaging was uniquely tailored for each of 7 different alumni segments. The 2 research papers funded by Legacy Leaders in 2006 are released: Causes [...]

2007

Legacy Leaders begins marketing its unique 4 year Complete Planned Giving Program that includes: Donor Compass™ Database Analysis (the 1st database analysis tool on the market designed specifically to unlock the hidden planned giving potential in a nonprofit’s database). Focus groups. A 2 phase planned gift prospect acquisition/qualification campaign. 3 years of prospect cultivation/stewardship. University [...]

2006

Through a $50,000 grant to the Association of Fundraising Professionals (AFP) Research Council, Legacy Leaders provides funding to support 2 separate planned giving motivation research projects conducted by: Russell James. Adrian Sargeant & Jen Shang.

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