Free tools, templates, and frameworks to help nonprofit leaders build sustainable, legacy-based fundraising systems. No more chasing strangers.
Interactive scoring tool to identify which volunteers are legacy-donor ready based on engagement signals
Step-by-step checklist to literally score each and every current volunteer, supporter, benefactor, in-kind corporate sponsor and vendor and prioritize cultivation efforts
Stop losing major donations to Hospitals and Universities! Use our word-for-word, customizable scripts to empower "event" attendees to establish lasting legacy donations and become legacy donors
Day-by-day action plan for focusing on internal supporters instead of chasing strangers
Framework and sample questions for having authentic legacy giving discussions without being awkward
Calculate the true lifetime value of your volunteers compared to one-time donors
Choose Your Legacy Giving Strategy
It’s your organization, your voice, your passion & your mission. Our ultimate goal is to teach you the expertise to fire us and build your Legacy-giving Empire.
The New Dialogue (The Give-Get Protocol)
The “Give-Get” is a protocol for a new kind of conversation. It’s a shift from a transactional economy (money for a thank-you) to a relational economy, where commitment is met with holistic empowerment.
Transform casual supporters into dedicated advocates, to ensure long-term engagement
for your organization.while empowering volunteers to take ownership and foster a deeper connection to your cause.
Invest in Storytelling Over Past Giving Statistics: Emotionally engaged donors give 42% more. Learn about the storytelling formula that elite fundraisers use to encourage charitable gifts.
Outsmart your nonprofit peers at fundraising
3 chihuahua dogs dressed in traditional mariachi outfits (albeit very small ones” including hats. Outside of the Senior Center at Balboa Park,
San Diego
Fundraising distracts you from exercising your vision to cause impact. Granted, you can’t hire a dedicated Development specialist, but with our guidance & frameworks, we can work together to uncover the predictable, sustainable nonprofit income that will help you focus on your mission.
