Our Packages

• An initial donor data evaluation

• Onboarding with your organization’s board members, staff and volunteers

• Legacy giving strategy development tailored to your organization

• Limited coaching in applying the four-phased approach to successfully pursuing legacy gifts

• Quarterly phone calls or virtual visits to guide your organization in implementation of the recommended strategy

• Donor access to LPI’s exclusive estate planning education portal

Everything in the Streamlined Plan and​

• Guidance and coaching in applying the four-phased approach to successfully pursuing legacy gifts.

• Monthly phone calls or virtual visits to guide your organization in implementation of the recommended strategy

• Gift policy development or improvement

• Access to donor educational materials, customized to your organization’s brand

The Legacy Planning Institute can provide unstructured consulting services at our hourly rate. Unfortunately, if The Legacy Planning Institute has not been retained under either the Comprehensive Plan or the Streamlined Plan, we cannot provide access to donor education materials or to the online estate planning education portal.