Legacy Planning Meets Nonprofits
We help nonprofits transform their fundraising through the power of charitable bequests
THEIR MOST IMPACTFUL GIFT
What are Charitable Bequests?
A Charitable Bequest is a donor's act of leaving a gift of value to a charitable organization upon his or her death. Because these type of donations often memorialize a donor's long-term support of an organization, they are also known as Legacy Gifts.
EVERYONE COULD USE A HAND
Here's How We Help
In-depth analysis of your donor data to determine the potential impact of legacy giving to your organization.
A step-by-step plan for how you can successfully pursue legacy gifts.
Ongoing training and support for your board, staff and volunteers.
Custom donor education materials.
Donor access to our online estate & charitable planning resources platform.
One-on-one guidance on implementing the plan we've created for you.
A LITTLE SOMETHING TO MULL OVER
We’re Good with Numbers
$43.2
Billion donated through legacy giving in the US in 2019
28%
of this came from estates worth less than $1M
30%
of donors are willing to leave a legacy gift if approached in the right way
$78,630
the average legacy gift amount between 2017 and 2019
For Example
If your organization has 100 donors, 30 donors are statistically willing to leave a legacy gift.
30
x
Donors
$2,400,000
$78,630
=
Average gift
Potential donor dollars
"The best time to plant a tree is 20 years ago. The second best time is now."
Chinese Proverb
Let’s Work Together