Philanthropic and Legacy Giving Strategy
For Nonprofits Ready to Grow Their Endowment, and Athletes Ready to Build Lasting Impact
Link Elevating Philanthropy partners with nonprofit leaders to build world-class planned giving programs, and with athletes and their advisors to turn charitable ambitions into strategic, protected, lasting legacies.
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$80B+
In legacy gifts flow to nonprofits each year — we help organizations claim their share
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105+
Podcast Episodes
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20+
Planned Gifts secured for a single client
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4
Published Client Case Studies
Our Bold Vision
We offer a comprehensive cadre of opportunities - dynamic solutions, specialized training, and thought-provoking planned giving programs to guide our clients to strengthen their charitable impact.
Join us in a new standard of access and collaboration in philanthropic consulting and planning. We equip nonprofits with the infrastructure to build lasting legacy programs, athletes and their advisors with the strategy to give with intention and impact, and individual philanthropists with the guidance to turn generosity into a living legacy.
Everyone who works with us gets access to senior-level expertise, a clear plan, and a partner committed to their long-term success.
“Lori is an exceptional fundraiser and standout talent. Not only is Lori adept at the most technical aspects of philanthropic planning, but she has great aptitude in knowing how to build a planned giving program to scale. She is one of the most enthusiastic and genuine fundraisers that I know, a mentor and advisor that I wholeheartedly recommend.”
Brian Peterson, Director of Planned Giving, Human Rights Watch
Philanthropic Consulting: Empowering Changemakers and Organizations
Nonprofit Organizations
Elevated planned giving that leverages new models of working with nonprofits and fresh ways of engaging with donors. We help you create pipelines of revenue by developing legacy giving programs that inspire, educate and empower people to give in what that help them live their values.
Build a planned giving program and grow your endowment.
Individual Philanthropists
We work with mission-driven women who are looking for more significance in their lives. Philanthropy and impact are personal concepts for our clients. We develop a customized approach to creating a philanthropic plan, including donations, investing, volunteering, and board service, depending on their desired outcome and impact.
Give with intention. Build your philanthropic identity.
Athletes
Whether you're an athlete at any stage of your career, or an advisor-agent, wealth manager, or family office - supporting one, strategic philanthropy is part of the plan. We partner with athletes and their teams to build giving strategies that are tax-smart, values-aligned, and built to grow. From NIL to retirement, your impact story starts here.
Turn generosity into strategy. From NIL to legacy.
The LINK Method™ Elevating Philanthropy on Both Sides of the Gift.
Most nonprofits are leaving legacy gifts on the table because they don't have the infrastructure to ask for them. And most philanthropists — especially elite athletes — are giving generously but inefficiently, without the guidance their generosity deserves.
The LINK Method™ is how we work. It bridges both sides of the gift: building the organizations that receive legacy giving, and guiding the philanthropists — including athletes and their advisors — who make it.
Whether you lead a nonprofit or advise an athlete — every engagement begins the same way: a free 30-minute call to understand where you are and what's possible
| Stage | For Nonprofit Leaders | For Athletes & Their Advisors |
|---|---|---|
| L — Learn | Audit your endowment, giving infrastructure, and donor pipeline. Understand what legacy gifts you may already have in motion and identify where the gaps are. | Understand the athlete's or client's philanthropic goals, values, and existing giving. Map what causes matter most and what vehicles — if any — are already in use. |
| I — Infrastructure | Build gift acceptance policies, establish a legacy society, and create planned giving materials (bequest language, marketing, donor stewardship templates). Get the organization ready to confidently receive legacy gifts. | Establish the right giving structure — Donor-Advised Fund, private foundation, or a blended strategy — that protects and maximizes giving. Align the structure with income cycles, tax planning, and long-term goals. |
| N — Network | Connect with estate attorneys, financial advisors, and key board members. Cultivate legacy prospects through targeted outreach and relationship-building. Build the external ecosystem that sustains a planned giving program. | Integrate philanthropy with the full advisory team — agent, CPA, attorney, financial advisor — so the giving strategy aligns with legal, tax, and wealth planning. No silos, no surprises. |
| K — Keep the Legacy Growing | Sustain a pipeline of planned gift commitments and endowment growth through ongoing stewardship, recognition, and board engagement. The program becomes self-reinforcing over time. | Steward the philanthropic platform long-term as the athlete's career, income, and life priorities evolve. From NIL to retirement, the strategy grows with them. |
Some Clients We Work With
“Lori's accessible approach to Planned Giving has really helped our organization lay out a plan for building out a legacy giving program. What initially seemed like an overwhelming prospect was made doable and even exciting thanks to Lori's clear explanations, helpful examples, and readiness to answer questions.”
Beth Kander-Dauphin
Certified Philanthropic Advisors: Credentials You Can Trust
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