Launch Legacy Consulting offers specialized expertise in charitable gift planning for both donors and nonprofits. 
 

Whether you're a donor exploring how to best utilize non-cash assets to support your charitable goals or a nonprofit navigating complex donor questions, we translate sophisticated giving strategies into tax-smart, meaningful, and lasting impact. Through our partnership with nonprofits, donors, and professional advisors, we bring clarity and confidence to the gifting process—helping ensure gifts move forward smoothly and in alignment with the donor’s intent and organization’s goals.

 

GIFT ANALYSIS

Careful, informed analysis is at the heart of the value we bring to nonprofits and donors. We help evaluate a wide range of charitable gift vehicles and giving structures, guiding donors and organizations toward strategies that align with their philanthropic values, financial and tax plans, and estate goals.

Our analysis covers a wide range of charitable strategies, including:

• Charitable Strategies in the Sale of a Closely Held Business

• Charitable Gifting as Part of an Estate Plan 

• Cash vs. Non-Cash Gifting

• Qualified Charitable Distributions (QCDs)

• Charitable Gift Annuities (CGAs)

• Donor Advised Funds (DAFs)

• Charitable Trusts (CRATs, CRUTs, etc.)
   

We can collaborate with legal, financial, or tax advisors—or offer an independent perspective—to provide objective, thoughtful analysis that strengthens decision-making and helps turn charitable intent into well-structured, impactful gifts.

 

DONOR CONSULTATION

Our work with donors goes beyond strategy and execution. We create conversations that are personal, values-driven, and foundational to giving. These confidential discussions create space for donors to reflect on their motivations, ask questions, and make informed decisions rooted in purpose. When donors feel seen, heard, and supported, generosity becomes not only possible but powerful.
These conversations are always confidential, conducted with care, and grounded in trust. They often become the foundation for transformational giving and long-term connection to your mission.

 

GIFT IMPLEMENTATION

With a charitable strategy in place, we help ensure its successful execution through focused coordination and timely support. We step in to help coordinate the moving parts, ensuring clarity for all parties involved and continuity from planning through completion.
Our implementation support includes:

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• Serving as the point of contact for complex gifts, coordinating across the donor’s financial, tax, and legal advisors

• Referring the donor to trusted professionals for estate planning, business valuation, or succession-related needs

• Joining donor meetings alongside staff or board members as needed, helping to address technical details, provide reassurance, and maintain momentum toward a completed gift

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SUPPORT FOR NONPROFITS

We partner closely with nonprofit teams to help them feel informed, confident, and prepared as they support their donors. Our role is to offer thoughtful guidance and technical insight while respecting each organization’s voice and donor relationships. Two examples of this include:

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• Provide confidential analysis of proposed gift strategies to help teams assess feasibility and fit

• Offer behind-the-scenes guidance on complex donor inquiries and giving scenarios, helping staff sustain momentum and clarity in their donor conversations
   

Our support allows your team to navigate complex gift planning with confidence, integrity, and care.