" Legacy Leaders exceeded all expectations – not only in terms of results, but also in terms of how they conversed with our alumni. The Legacy Leaders callers were thoughtful, articulate and engaged with the people they called. The results speak for themselves.”

"The feedback on the callers was very positive;  in fact there weren't any negative comments.  Of all the individuals called, 12% agreed to include us in their estate plans, which were higher than anticipated, and four times what we could have achieved with our current staff resources."

"Through Legacy Leaders and their provenbequest marketing efforts, our Foundations' Planned Giving Program and Legacy Society grows at a much faster rate than through our traditional prospecting methods. Donors are able to complete their legacy planning with our Foundation sooner since we have identified their needs with specific timelines. Their Campaigns have made it possible for us to enhance our planned giving capability for future revenues for our Hospital."

"The results of our planned giving campaign truly exceeded our expectations! Legacy Leaders enabled us to take our planned giving program to a whole new level. It significantly increased the number of gift commitments to our organization; it expanded the skills of our fundraising staff and strengthened our overall planned giving effort. Legacy Leaders worked with us every step of the way and customized our campaign to reflect Hopelink’s mission and goals. This campaign has been a very positive experience with tremendous results."

"Our donors are a vital part of Greenpeace and the Legacy Leaders team were exceptional while speaking with them. We know the importance of planned giving and a stable revenue stream is a must especially in these uncertain times. Legacy Leaders uncovered a lot of useful information about the commitment levels of our donors. We feel confident that we now have the right plan in place to reap the benefits from this Legacy Campaign."

“Our experience with Legacy Leaders was professional and positive from start to finish. As a young hospital foundation we sought to inspire a sense of history and legacy with a bequest campaign among our equally young donors. Their group of sensitive planned giving callers exceeded our financial goal and represented our organization well.” 

"The Legacy Leaders staff were very professional and precise in developing our plan and materials.  Despite us being located in Vancouver, I found the frequent telephone calls helpful in keeping the project moving forward on schedule.  I was delighted with our resutls, a 26.9% conversion rate was abover our expectations.  I look forward to working with Legacy Leaders again in the future."

"We received a number of significant planned gifts and gifts of cash that would not have occurred without the Legacy Leaders campaign. I would highly recommend this program."

"The Legacy Leaders campaign was very professionally managed from start to finish. The results were much better than any of us could have predicted. Through the stewardship program we now have the opportunity to develop relationships with a very special group of donors."

"The results speak for themselves. We had a very high conversion rate, and we attribute this to the effective work that the callers performed with our donors. We received a number of compliments from our people who had been contacted by telephone about how polite and engaging the callers were. We did not receive a single complaint concerning the use of the Legacy Leaders professionals as callers."

"We have been seeking innovative ways for our donors to make a planned gift. Our goal on this project was $4,080,000. Having secured 678 new planned gift commitments with an estimated future value of up to $10,200,000, we are naturally tremendously pleased with the response from this donor-sensitive and highly successful mail/phone campaign."

"Legacy Leaders enabled us to take our planned giving program to a whole new level of performance. Our Partners in Hope campaign achieved impressive results in three major areas: it significantly increased the number of gift commitments to our organization; it deepened the skills of our fundraising staff and strengthened our overall planned giving work. This campaign has been a very positive experience for us."

"On the telephone, the callers spoke confidently, discretely and informatively to our graduates. We were entirely satisfied with the conversations that transpired and the corresponding results during our successful campaign with Legacy Leaders."

"The callers associated with our Legacy Leaders planned giving marketing program truly became part of our team. Their care and concern for our donors, and their prompt follow up on questions, ensured that our donors were dealt with in a compassionate and respectful manner."