Our best in the business planned giving donor acquisition programs:
Over the past 22+ 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 identify 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.
Full Guarantee on Project1
Pre Campaign Development:
- Focus Groups
- Unique Client Summary
- Campaign Theme (3 options)
- Themed Brochure
- Themed Campaign Stationery2
- Testimonial Letter
- Legacy Gift Confirmation Form
- Donor Relationship Specialist Training3
Initial Mail Package:
- Personalized Testimonial Letter
- Legacy Gift Confirmation Form
- Themed Brochure
- Reply Envelope4
- Large Outer Envelope
Initial Phone Contact:
- Comprehensive Daily Reporting
Post Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Reply Envelope4
- #10 Outer Envelope
Follow-up Confirmation Call:
- Comprehensive Daily Reporting
Post Confirmation Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Additional Planned Giving Information5
- Reply Envelope4
- #10 Outer Envelope
Planned Giving Prospect Cultivation & Stewardship:
- 3 Years
- Detailed Plan
- 2 Independent Mailings per Year
- Up to 2 Calls per Year
- Post Call Follow-up Mailings
- Comprehensive Daily Reporting
- Re-categorization of Planned Giving Decision
- If the donors/supporters included in a Complete or Custom Program are selected using Donor CompassTM Database Analysis, Legacy Leaders guarantees the number of qualified (post confirmation call) planned giving prospects. Legacy Leaders does not provide a guarantee on Lite Programs.
- For the Complete and Custom Programs, Legacy Leaders will supply the stationery used for all mailings with the exception of the Reply Envelopes which will be supplied by the client. For Lite Programs, the letterhead (used for all letters and to print the Legacy Gift Confirmation Forms) and all envelopes are supplied by the client.
- Client specific training includes 2 days in-house training conducted independently by Legacy Leaders and 1 day with the client (web-based).
- Reply Envelopes for all mailings are supplied by the client.
- Additional planned giving information for post call mailings is supplied by the client.
Full Guarantee on Project1
Pre Campaign Development:
Focus Groups- Unique Client Summary
- Campaign Theme (3 options)
- Themed Brochure
- Themed Campaign Stationery2
- Testimonial Letter
- Legacy Gift Confirmation Form
- Donor Relationship Specialist Training3
Initial Mail Package:
- Personalized Testimonial Letter
- Legacy Gift Confirmation Form
- Themed Brochure
- Reply Envelope4
- Large Outer Envelope
Initial Phone Contact:
- Comprehensive Daily Reporting
Post Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Reply Envelope4
- #10 Outer Envelope
Follow-up Confirmation Call:
- Comprehensive Daily Reporting
Post Confirmation Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Additional Planned Giving Information5
- Reply Envelope4
- #10 Outer Envelope
Planned Giving Prospect Cultivation & Stewardship:
3 YearsDetailed Plan2 Independent Mailings per YearUp to 2 Calls per YearPost Call Follow-up MailingsComprehensive Daily ReportingRe-categorization of Planned Giving Decision
- If the donors/supporters included in a Complete or Custom Program are selected using Donor CompassTM Database Analysis, Legacy Leaders guarantees the number of qualified (post confirmation call) planned giving prospects. Legacy Leaders does not provide a guarantee on Lite Programs.
- For the Complete and Custom Programs, Legacy Leaders will supply the stationery used for all mailings with the exception of the Reply Envelopes which will be supplied by the client. For Lite Programs, the letterhead (used for all letters and to print the Legacy Gift Confirmation Forms) and all envelopes are supplied by the client.
- Client specific training includes 2 days in-house training conducted independently by Legacy Leaders and 1 day with the client (web-based).
- Reply Envelopes for all mailings are supplied by the client.
- Additional planned giving information for post call mailings is supplied by the client.
Full Guarantee on Project1
Pre Campaign Development:
Focus Groups- Unique Client Summary
Campaign Theme (3 options)Themed BrochureThemed Campaign Stationery2- Testimonial Letter
- Legacy Gift Confirmation Form
- Donor Relationship Specialist Training3
Initial Mail Package:
- Personalized Testimonial Letter
- Legacy Gift Confirmation Form
Themed Brochure- Reply Envelope4
- Large Outer Envelope
Initial Phone Contact:
- Comprehensive Daily Reporting
Post Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Reply Envelope4
- #10 Outer Envelope
Follow-up Confirmation Call:
- Comprehensive Daily Reporting
Post Confirmation Call Thank You Mailing:
- Personalized Thank You Letter
- Legacy Gift Confirmation Form
- Additional Planned Giving Information5
- Reply Envelope4
- #10 Outer Envelope
Planned Giving Prospect Cultivation & Stewardship:
3 YearsDetailed Plan2 Independent Mailings per YearUp to 2 Calls per YearPost Call Follow-up MailingsComprehensive Daily ReportingRe-categorization of Planned Giving Decision
- If the donors/supporters included in a Complete or Custom Program are selected using Donor CompassTM Database Analysis, Legacy Leaders guarantees the number of qualified (post confirmation call) planned giving prospects. Legacy Leaders does not provide a guarantee on Lite Programs.
- For the Complete and Custom Programs, Legacy Leaders will supply the stationery used for all mailings with the exception of the Reply Envelopes which will be supplied by the client. For Lite Programs, the letterhead (used for all letters and to print the Legacy Gift Confirmation Forms) and all envelopes are supplied by the client.
- Client specific training includes 2 days in-house training conducted independently by Legacy Leaders and 1 day with the client (web-based).
- Reply Envelopes for all mailings are supplied by the client.
- Additional planned giving information for post call mailings is supplied by the client.
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