Lead With Legacy Program
We believe that legacy giving, in all its iterations, could, and should, be a part of the development program of every organization no matter the mission, size, or budget, for organizations to reach their full fundraising potential.
We partner with nonprofit professionals and lay leaders to diversify revenue streams, bring on a dependable source of funding, deeper engagement with existing donors and maximize their impact to their community.
Listen to Megan Sussman, VP of Philanthropy, Summer Search about her experience in Lead With Legacy.
“Legacy Giving has been the 800 lb. gorilla in the room for our organization for several years. We knew we needed to develop a program, but we didn’t know where to start. The Lead With Legacy program confidently set us on the path toward establishing our legacy giving program, and we are now making significant strides every day.”
- Eric Steckel
Benefits of the Program
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For the Organization
Creation of a dependable source of future revenue
Diversification of assets
Increased control over the moves management process from prospect to legacy donor
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For Donors
Increased engagement with organizations
Provides more options to give
Better recognition and stewardship
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For Staff Professionals
Increase in overall development revenue
Boost in confidence and skills to ask for, and close, legacy gifts
Creation of systems to streamline workflows to reduce hassles and time spent doing repetitive tasks, and increased transparency
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For Volunteers and Board Members
Increased fiscal stability
Cost Reduction
Professional growth, development, retention, and recruitment of top organizational talent
Reputational assurance
Features of the Program
We provide for nonprofits to gather online to experience LWL’s customized learning environment.
Every nonprofit receives
25+ hours of curriculum that combines education, cohort community, and meaningful applied learning experiences.
36+ hours of additional discussion with peers in optional opt-in small groups.
An assigned accountability coach to meet with monthly to ensure goals are being met.
Unlimited access to the online teaching platform of the trainings, resources, templates.
Membership to the community of engaged nonprofit professionals and leaders.
Curriculum and Discussion Topics
LWL brings to the table the most pressing challenges. Our combined step-by-step system and emergent process allow for real-time support and problem-solving.
Discussions are led by leading experts in legacy giving, non-cash assets, nonprofit law, investment management, and fundraising in experiential learning settings, small group discussions, and guest panel discussions.
Investment
The investment in the LWL program is
$15,500 per organization, all-inclusive.