Innovative Nonprofit Consulting
Build sustainable legacy giving programs that inspire donors to live their values.
We work 1:1 with nonprofit organizations to create or grow your program in a way that introduces dependable revenue streams and helps foster more internal efficiency.
We offer a variety of solutions to meet your organizational needs and budget, all designed to leverage new models of working with nonprofits, by co-developing legacy giving programs that inspire, educate, and empower current and prospective donors.
Are you…
Stuck in the middle of the road with your current process, looking for new opportunities to reach your fundraising goals?
Searching for a done-for-you model that includes both strategy and execution?
In need of a customized solution?
Consulting Services Include
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Legacy giving
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Planned giving
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Giving assessments
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Endowments and non-cash assets
incorporating into an existing program, creating a new program, or as part of a comprehensive campaign
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Custom projects: building out or scaling programs
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Professional training for team and board members
“Lori absorbs the intricacies of the nonprofit, and she is spot-on in delivering an action plan and materials that capture the organization's singularity. Lori is pragmatic and holistic in her approach, and she provides a path for planned giving that can run parallel to or integrated with annual fundraising appeals and events.”
Cheryl Kohn, former Director, East Coast, AFIPO
Ready to get started? Reach out to set up a discovery call.
Not sure if 1:1 advisory is the right fit for your team? Explore our Lead with Legacy group program below.
We developed Lead with Legacy because we believe that legacy giving should be integral to any organization’s development program — regardless of mission, size, or budget.
Lead with Legacy Group Program
Education, community, and support to help nonprofits develop legacy giving programs and reach their full fundraising potential.
Are you…
Looking for ways to diversify revenue streams?
Needing to bring on a dependable source of funding?
Wanting to build deeper engagement with existing donors?
Ready to maximize your organization’s impact in the community?
Seeking community support and connection with other nonprofit leaders?
The Lead with Legacy group program offers the resources, education, and community to help you chart your giving path forward.
Every nonprofit receives:
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Membership to a community of engaged nonprofit professionals and leaders
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25+ hours of curriculum that combines education, cohort engagement, and applied learning experiences
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36+ hours of additional discussion with peers in opt-in small groups
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Guest panels and discussions led by experts in legacy giving, non-cash assets, nonprofit law, investment management, and fundraising
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Assigned accountability coach to ensure goals are being met (once/month)
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Unlimited access to our online platform of trainings, resources, and templates
Hear from past Lead with Legacy clients
Program benefits:
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For your organization:
Creation of a dependable source of future revenue
Diversification of assets
Increased control over the management process from prospect to legacy donor
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For your donors:
Higher engagement
More options and ways to give
Stronger recognition and stewardship
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For your staff:
Increase in overall development revenue
Boosted confidence and skills to ask for and close legacy gifts
Creation of systems to streamline workflows, reduce repetitive tasks, and increase transparency
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For your volunteers and board members:
Increased fiscal stability
Cost reduction
Professional growth, development, retention, and recruitment of top organizational talent
Reputational assurance
Frequently Asked Questions
Lead with Legacy Program
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Lead With Legacy is a high-touch program where customized support is provided. Therefore we limit each cohort to 10 organizations.
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We have open enrollment each year in January, May and October. If you have a group of at least five organizations that want to form a cohort we can initiate that group at different times of the year.
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As with most things, the more time you devote to the program the better your results. Past participants have stated they see great results with a range of 1-5 hours per week (in program time + implementation on their own).
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Each organization selects three priority goals to work on for the year. Our team assists each organization in selecting their goals and then the projects needed to reach them.
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Projects are dependent on the goals each organization’s choices; common ones are building a sustainable legacy giving or endowment program by having donor conversations, crafting a case statement, creating policies and workflows, creating marketing plans and collateral materials, and launching a legacy society.
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Yes, absolutely. Access to the program is per organization, not per person. The fee allows professionals and board members of the organization to join live sessions and have access to the learning platform.
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This is dependent on participants goals. Some organizations are working on a small number of high-level gifts to endowment, and some are looking to reach a wider net. We see most organizations bring in a range of 1-20+ for the year.
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The investment for Lead With Legacy is $15,500 for the year per organization. The fee covers the organization and its professionals and board members that wish to participate. Payments are accepted either in full or quarterly.
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We offer a mastermind program for participants of the 12 month Lead With Legacy program. It offers personalized support in order for organizations to continue to implement what they have learned.