CUSTOMIZED
SERVICES
Widows
This segment of our population is the wealthiest per capita of any other group of individuals. There is a reason for this: women are typically the longest living survivors, often benefiting from two to three separate inheritances, and ultimately overseeing significant wealth. Widows will often make the final legacy decisions for their family, so failure to work with and educate this group will result in lost opportunities. A dedicated workshop for women aged 50-90+ targets an ideal segment of your donor base for a legacy engagement. We look forward to working with your organization in a workshop format for this important group of generous donors!
Churches
Church congregations are getting older with younger generations not participating at the same level as the older generations. Many churches are dependent on a small portion of their congregation to fund the operation of the church. When these parishioners pass away it often leaves a budget deficit, forcing cuts to the church staff and outreach. Unfortunately, most pastoral staff, elders, and deacons lack the knowledge necessary to have legacy conversations with their parishioners.
The older generation in your congregation provides an opportunity to fund the church’s future mission. Our church model consists of training church leadership and staff to feel comfortable in understanding basic planned giving and how to build out a planned giving model that fits the unique culture of your church. There are opportunities for a higher level of service for monthly consulting and face-to-face or Zoom church member meetings.
Donor Meetings
Depending on the level of service selected, face-to-face donor meetings are an important part of our services. Unlike many consulting models that are either solely training-based or solely marketing-based, Launch Legacy Consulting can participate in direct meetings with your donors. We find confidential meetings where we can explore the donors’ love of your organization and passion to leave a legacy is the best way to secure planned gift commitments.
Charitable Gift Annity Consultation and Illustrations
Working in conjunction with either the National Christian Foundation or the National Gift Annuity Foundation, we can discuss Charitable Gift Annuities with your donors who have a desire for income and to also support your organization. We can present the illustration to your donors, explain the details of the contract, and assist with the paperwork.
Board Training
As part of your strategic plan, we can customize a planned giving workshop to meet your needs in educating both your Board and staff. There are opportunities for a higher level of service for monthly consulting, Zoom donor meetings, and face-to-face donor meetings.
Workshops
We offer full-day training on “all things planned giving” along with guidance for building a planned giving program. There are opportunities for a higher level of follow-up service through monthly consulting and donor meetings, whether through Zoom or face-to-face.
Zoom Consultation
Depending on the level of service selected, Zoom consultation can be provided for your staff and your Board. If part of an annual contract agreement, Zoom meetings with your donors can be held to discuss either planned giving and major gifts, or legacy planning with your organization.
