Legacy Leaders has pioneered integrated mail/phone approaches which combine the best of the planned giving tradition with highly targeted direct response marketing in order to solicit a planned gift from all supporters and affiliates of your organization. Our proprietary and highly disciplined approaches consistently yield 10 to 100 times better results than what nonprofit organizations now typically expect to receive.

With Legacy Leaders highly predictive, performance-based marketing models, nonprofit organizations are assured of getting real, bankable results. Legacy Leaders offers turn-key planned-giving programs that are accountable for measurable productivity and work to impressive ROI (return on investment) standards while remaining sensitive to those we contact.

Our planned giving tools, products and consulting services provide nonprofit organizations with the additional resources necessary to maximize success.

Program Options:

We offer a variety of core program services to help nonprofit organizations get the most from planned giving. Within each of our core programs, we offer a variety of optional services and consulting arrangements that allows us to respond to the unique needs of each nonprofit organization in the most flexible way possible. We offer the following programs:

Legacy Leaders Bequest Program

Legacy Leaders Gift Annuity Program

Legacy Leaders Life Insurance Program