Non-Profit Consulting and Charitable Planning

Dear Non-Profits,

Let’s turn ideas into actions!

Effectively communicate your mission and vision, create a growth strategy that maximizes your organization’s protentional, and properly engage and thank your donors. Have you considered an endowment and other tools for a healthy and sustainable future?

Dear Donors,

Let’s make an impact!

Giving should be easy and enjoyable; let us help you integrate your philanthropic passions into your future financial plans. Learn about the tax benefits of giving, having a donor advised fund, and keeping your favorite non-profits in mind as you plan for the future.

We can guide you.


  • How are you prepared for the future?
  • Do you have an endowment?
  • Have you conveyed a legacy strategy to your donors?
  • Do you have a leadership succession plan?
  • Do you need to reevaluate your long term planning goals?

Donor Engagement

  • What do donors really want?
  • How well do you know your donors?
  • How is your board engaged?
  • How do you measure donor engagement?
  • What are the signs from an interested donor?
  • How are you turning everyday gifts into major gifts?


  • How are you managing potentional donors, current donors and their giving?
  • How do you acknoweledge your donors?
  • Do you publicly recognize your donors?
  • Are you aware of your donor’s philanthropic priorities?
  • Are your donors influencing others to get involved?


  • What is your why?
  • Who is your audience?
  • How are you communicating to the next generation?
  • Are you telling a story?
  • How often are you messaging your donors?


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Pikesville, Maryland 21208

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410-828-4411 | 800-770-0029



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The Legacy Group