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
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.
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 Compass™ 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 Compass™ 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 Compass™ 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.