Launch Legacy Consulting

Launch Legacy Consulting, LLC is a unique fundraising solution for small to mid-sized nonprofits that desire to build a legacy giving program. Many nonprofit leaders know that we are experiencing the greatest wealth transfer in history and they want their organization to be a part of it, but they do not have the training or experience to build a planned giving program. Our firm’s concept was created when several non-profit leaders came to me with a simple request: help us build out a legacy giving program for our nonprofit. Several observations became apparent. First, small to mid-sized nonprofits with budgets between $1-10 million find it cost prohibitive to hire a fulltime fundraising professional with planned giving experience. Second, many reputable planned giving consulting firms are charging nearly six figures annually for their services. And third, while planned giving trainings and seminars can be helpful, ultimately what the nonprofits need is someone “on their team” working beside them and their boards, having conversations with donors, handling planned giving questions, building out a strong program, and marketing the concepts to donors. These observations—and a sincere desire to help nonprofit leaders and their donors—provided the spark for what is now Launch Legacy Consulting, LLC. We think it’s most effective to work with a limited number of select nonprofits at a time. The shared-cost concept keeps services affordable while providing the planned giving guidance and support needed for nonprofits to experience success. We are personally invested in your success, and working with a small number of nonprofits allows us to work one-on-one with the CEO, Board and staff to provide personalized, collaborative service. Depending on the level of service selected, this may include visits to meet with donors, in-person Board or staff trainings, phone support to answer planned giving questions from donors and staff, Zoom trainings, and donor-visit coaching.