Founded in 1995, Legacy Leaders was the 1st direct response fundraising vendor to introduce a planned giving program. We have pioneered an integrated approach that combines the best of planned giving program traditions with highly targeted direct response marketing and leading-edge stewardship. Our unique process of soliciting planned gifts has generated hundreds of millions of dollars for many institutions, while uncovering additional current gifts and major gift prospects. With the added benefit of our proprietary Donor Compass™ analytics software, planned giving campaigns achieve 50%+ higher yields.

How do Legacy Leaders’ planned giving programs work?

Our Complete, Custom, and Lite Planned Giving Programs are designed to optimize your fundraising efforts. We are the only fundraising vendor that offers integrated analytics and program execution.

Our proactive planned giving programs can include:

  • Donor Compass™ Database Analysis
  • Integrated phone and mail components
  • Planned giving donor prospecting, cultivation and stewardship
  • Major and annual/current gift acquisition and donor cultivation
Woman discussing planned giving

We have partnered with over 200 nonprofits to execute 350+ successful planned giving programs. Our direct response marketing and Donor Compass™ database analysis have helped raise hundreds of millions of dollars in bequest revenue for our clients.

Ready to optimize your fundraising?

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