About
Legacy Path Consulting is a leading consulting firm dedicated to assisting nonprofits in establishing and enhancing planned giving programs. With a focus on strategic planning, program growth, and ensuring compliance, we are committed to maximizing the impact of charitable contributions while providing financial sustainability for nonprofit organizations. Our team of experts is passionate about delivering tailored solutions that elevate the success of philanthropic initiatives.
Client Stories
"Brooke was not just 'everything we had hoped to find' in a development consultant, she exceeded all of our expectations. She is a GREAT listener, deeply experienced, attentive to the nuances of our context, communicated thoroughly throughout the engagement, and her deliverable was outstanding. I would recommend Brooke without reservation!"
Matt Pritchard - HomeStart, Inc.
"Working with Brooke has helped us move from a passive, reactive planned giving approach to a more formal and intentional program with confidence. She’s been instrumental in building the back-end systems and processes needed to support the program, while also helping us develop engaging, donor-friendly content and communications."
"Brooke is very responsive and practical in her approach, breaking down what can feel complex and making it doable. She’s helped us build a plan that feels feasible now and easy to scale over time."
Catie Reilly - Father Bill's & MainSpring
"Brooke is an incredible partner who really takes the time to understand your needs, whether you’re building a fundraising program from scratch or refreshing an old one. Having worked with her at several different institutions over the years, I’ve seen firsthand how she brings teams together with ease. She has a real gift for providing structure and clarity where it’s needed most. Brooke offers deep strategic expertise and walks right alongside you through the whole process, making sure you feel supported and confident every step of the way."
Julie Hall Williams - Consultant
Having worked with a number of consultants on different fundraising areas over the years, I can say Brooke was by far the best, and most effective. It was a true partnership, where she lent her considerable expertise while balancing our needs, and always within our budget. We had an existing planned giving program which needed a complete overhaul and refresh. She helped us every step of the way, reviewing our gift policies, streamlining and updating the planned giving portion of our website, helping us create a formal and strategic marketing plan to execute over two years, and conducting trainings for our frontline fundraisers on best practices on speaking with our donors and closing planned gifts. I have recommended Brooke to other non-profits, and would do so again.
Jennifer Volpe - Perkins School for the Blind
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Feel free to reach out to us for any inquiries or to discuss how we can assist your nonprofit in establishing or enhancing planned giving programs.
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