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.
Legacy Leaders releases Donor Compass™ Database Analysis as a stand-alone service.
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.
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.
Seattle University selects Legacy Leaders to execute their 4 year Complete Planned Giving Program.
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 [...]
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 [...]
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.
Legacy Leaders is named an Association of Fundraising Professionals (AFP) Research Partner. We execute our 50th campaign/project; by partnering with Legacy Leaders more than 30 clients had exceeded traditional planned gift acquisition methods by 10% – 100%.
Legacy Leaders 1st facility in the U.S. opens.