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.
We specialize in developing custom legacy giving, planned giving, and endowment solutions that strengthen nonprofit organizations for generations to come. Our comprehensive approach recognizes that each organization has unique donor relationships, mission priorities, and capacity considerations that require tailored strategies rather than one-size-fits-all solutions.
Through our proven methodology, we have helped organizations of all sizes unlock the transformative potential of legacy giving programs. From conducting thorough legacy giving assessments that reveal hidden opportunities within existing donor bases to building robust endowment programs from the ground up, we serve as an ongoing strategic partner committed to your organization's long-term sustainability and growth. Some examples of common projects we work on with our clients:
Legacy Giving Assessments: Comprehensive analysis of your donor database and giving patterns to identify prospects and opportunities for planned giving cultivation and sustainable program management
Endowment Program Development: Custom design and implementation of endowment structures, policies, and marketing strategies aligned with your mission and goals
Ongoing Partnership Support: Continuous guidance and resources to help your team execute legacy giving initiatives, steward major donors, and maximize program effectiveness
“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
Hear from past nonprofit consulting clients
Nonprofit Consulting Client Success Story
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
Lead with Legacy Client Success Story
Lead with Legacy Client Success Story
Lead with Legacy 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.