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.
HOW WE WORK
What a First Year May Include
DONOR ENGAGEMENT
Donor stewardship strategy • Legacy communications • Acknowledgment and recognition materials • Brochures and event materials • Website copy
PLANNING & IMPLEMENTATION
Detailed annual plan • Legacy giving committee development • Staff visit program • Biweekly progress and strategy meetings • Support for one-on-one legacy asks
PROGRAM FOUNDATION
PROGRAM FOUNDATION
Board and leadership interviews • Legacy donor pipeline and tracking system • Case statement development • Gift acceptance, endowment, and investment policy review or drafting • Board resolutions and approvals
"Mitch has a rare ability to combine deep technical expertise with genuine care for our mission and our donors. He helped us build systems that work and relationships that last."
Why Organizations Choose Legacy Program Specialists
Practical Experience
Decades of experience helping nonprofit organizations build successful legacy giving programs.
Sustainable Growth
Programs designed to strengthen over time—not just launch successfully.
Tailored Guidance
Every organization receives recommendations shaped to its mission and resources.
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.