Our Services
Planned Giving Programs
Expert Consulting for Nonprofits
Legacy Path Consulting is dedicated to providing expert consulting services for nonprofits in establishing and/or growing planned giving programs. Our tailored guidance, strategic planning, and operational expertise ensure a seamless process that enhances fundraising potential while maintaining compliance with regulations.
Strategic Planning
Our strategic planning services involve in-depth analysis and tailored strategies to guide nonprofits towards fundraising success. We analyze donor trends, nonprofit needs, and industry best practices to optimize the potential of planned giving programs.
Fundraising Compliance
Legacy Path Consulting offers precise fundraising compliance tailored to the unique needs of each nonprofit. Our detailed program analysis helps organizations make informed decisions on the industry standards and their key demographic donors and goals.
Marketing
Our marketing service offers customized planned giving vehicle pieces tailored to your organization's unique goals. Additionally, we provide a comprehensive website review to ensure your online presence effectively communicates your planned giving opportunities to potential donors.
Operational Expertise
Maximizing operational expertise is our strength. We streamline processes, implement innovative solutions, and enhance collaboration among team members to ensure smooth fundraising workflows and outstanding results for nonprofits.
