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.

Sustainability

L

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

L

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?

Stewardship

L

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?

Messaging

L

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?

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

Get Directions

Contact



410-828-4411 | 800-770-0029



410-583-0102

Connect

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, CT, DC, DE, FL, GA, IN, KY, IL, LA, MA, MD, MI, MO, NH, NJ, NY, NC, NM, OH, PA, SC, TN, TX, VA, and WV. Cambridge and The Legacy Group, Inc. are not affiliated.

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