Legacy Leaders is committed to putting highly-efficient and cost-effective tools in the hands of gift planners. Developed by fundraisers for fundraisers, our Source Direct program does just that using the Internet as the method of distribution.

The gifts you are now receiving could be just the tip of the iceberg. Research shows that for every gift dollar your charity collects, there are 10 more potential dollars left in your donor base. How much of this revenue is your organization receiving? What could your organization accomplish if it developed just a portion of this potential?

A division of Legacy Leaders Inc. is devoted to helping fundraisers tap into this vast resource and reap millions in additional planned gift dollars. Our program provides the tools that will enable a fundraiser to complete a planned gift transaction directly over the Internet, anytime, anywhere, in a matter of minutes real results in real time.

We do this by providing everything fundraisers need right on the Internet. All the information, all the numbers, all the forms, all the contacts, all of the training, all of it right there at your fingertips. In Canada, Legacy Leaders has formed a partnership with leading insurance providers to offer secure planned gift vehicles at superior rates.

Legacy Leaders makes it possible for nonprofit organizations of any size to realize significant benefits from a planned giving program. Smaller organizations can take advantage of our online services to explore opportunities that they might otherwise find difficult to provide in-house, while larger charities can leverage Legacy Leaders online tools to supplement their existing fundraising programs.

Click here to see more information about Common Types of Planned Gifts

Members Program

This program gives nonprofit organizations all the tools they need to provide planned giving online and in real time. The downloadable contracts and forms allow the fundraiser to complete a planned gift transaction anywhere at anytime. The online marketing materials we provide will give fundraisers the knowledge and confidence to do so. Our comprehensive training packages will also teach fundraisers everything they need to know to use Legacy Leaders products efficiently and easily.

The Members Program includes:

• access to both the Charitable Gift Annuity Calculator and the Guaranteed Life Insurance Calculator
• admittance to a charities only section of the Legacy Leaders website with more detailed information, marketing and support materials
• training tutorials and information
• downloadable contracts
• electronic gift initiation
• online reporting

To find out more about becoming part of the Member Program contact Legacy Leaders by clicking here