How We Help
Every nonprofit organization has its own starting point.
Some are exploring planned giving for the first time.
Others are looking to strengthen an established program or deepen relationships with long-time donors.
Wherever you're starting, Legacy Program Specialists provides practical guidance tailored to your organization's mission, resources, and goals.
Areas of expertise
Program Assessment
Gain a clear understanding of where your legacy giving program stands today—and identify practical opportunities for long-term growth
Strategic Planning
Create or strengthen a sustainable legacy giving program that reflects your organization's mission, capacity, and long-term goals.
Donor Stewardship
Strengthen lasting donor relationships through thoughtful stewardship, meaningful communication, and consistent engagement.
Board & Staff Education
Equip your board and staff with the knowledge and confidence to support a successful legacy giving program.
Why Organizations Choose Legacy Program Specialists
Practical Experience
Decades of experience helping nonprofit organizations build successful legacy giving programs.
Tailored Guidance
Every organization receives recommendations shaped to its mission and resources.
Sustainable Growth
Programs designed to strengthen over time—not just launch successfully.
Trusted Partnership
Ongoing support that helps your organization build lasting donor relationships.
Ready to Strengthen Your Legacy Giving Program?
Whether you're launching a planned giving program or strengthening an established one, every successful engagement begins with a conversation.
Let's talk about your organization, your goals, and the next steps that make the most sense for your team.
Client Stories
What Nonprofit Leaders Say
Transforming Planned Giving
What began as a conversation about a planned gift quickly became a consulting partnership that transformed our approach to planned giving.
Working with Mitch, we identified new bequest commitments and secured qualified charitable distributions in our first year, helping strengthen our ability to serve children and families.
Mitch gave us the knowledge, tools, and confidence to build a planned giving program that continues to grow. Our Legacy Society has expanded, and I highly recommend Mitch to any nonprofit looking to strengthen its fundraising and planned giving efforts.
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Janet Kleyn
President & CEO
Agape Villages Foster Family Agency
2000% Growth in Bequest Income
When our board decided to revive Hospice of the East Bay's dormant legacy giving program, we hired Mitch to lead the effort. His initial audit uncovered several matured gifts we had overlooked, increasing our bequest income by 2000% in his first year.
Mitch strengthened relationships with our Legacy Society members, implemented effective marketing strategies, and created meaningful opportunities for donors to deepen their connection to our mission—resulting in many new legacy commitments.
What impressed me most was Mitch's collaborative approach. He understood the unique nature of hospice care and combined strategic expertise with genuine care for donors and the mission we serve. I recommend him without hesitation to any nonprofit seeking to build or strengthen a successful planned giving program.
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Daniel Jordan
Former VP, Fund Development
Hospice of the East Bay
Making Donors Feel Connected
Although we had already included the California Academy of Sciences in our estate plans, Mitch was the first person who truly made us feel recognized and connected to the organization.
He took the time to understand our interests, created memorable experiences, and kept us engaged with programs that mattered to us.
Mitch has a remarkable ability to build lasting donor relationships through genuine care and meaningful engagement. We are confident he will help nonprofit organizations strengthen their planned giving programs.
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Dale & Marilyn O'Harra
Legacy Donors
California Academy of Sciences