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Planned Giving 2017-04-03T15:46:46+00:00

Our best in the business planned giving donor acquisition programs:

Over the past 21+ years, with each new campaign and each new project, Legacy Leaders focused on 3 essentials: enhancing donor loyalty and engagement with our nonprofit clients, ensuring the best possible results and building/improving our methodology. We analyzed completed campaigns and continually identified ways to innovate and augment our planned giving expertise. Based on this experience we developed our Complete, Custom, and Lite Planned Giving Programs. Furthermore, at Legacy Leaders, we work hard to ensure that each planned giving program we execute is custom tailored to effectively address the specific requirements and goals of our client. So, if 1 of the following 3 options is not right for you, let us know and we’ll work with you to design a program that fits your organization to a T. 

Legacy Leaders is the only vendor that offers planned giving cultivation and stewardship services!

Now that you have identified the donors/supporters in your database who have expressed interest in a making a planned gift (these are your qualified planned giving prospects), what do you do to motivate them toward formalizing their gift? Legacy Leaders is the only vendor that can help. Over time, we have found that qualified planned giving prospects migrate to either a hard bequest commitment or decide not to leave a bequest to an organization.  Through a series of mail and phone touches, conducted over the course of one year, our cultivation/stewardship process will systematically enhance this long-term migration to secure planned gifts and enhance levels of interest.

Our planned giving prospect cultivation and stewardship program includes:

  • A minimum of 4 touches annually, 2 by mail and 2 by phone

  • 1 phone conversation designed to measure donor migration towards finalizing their planned gift

  • Timely reports updating completed gift confirmations, telephone contacts made and a summary of coding movement

  • Upon completion of the cultivation/stewardship year, an analysis report on the progress of the effort and the final results

Ready to optimize your fundraising?

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