Legacy Circle
Stewardship. Visibility. Trust.
Turn generosity into lasting impact. Legacy Circle equips leaders with donor stewardship, high-integrity visibility, and transparency-driven storytelling—so your mission is seen, trusted, and supported.
Only 2 engagement spots open per month to ensure quality and focus.
Built for Leaders Who…
- Want to deepen donor relationships without transactional tactics.
- Need consistent, classy visibility that actually converts.
- Care about transparency, ethical storytelling, and measurable impact.
What You’ll Get
Donor Stewardship Blueprint
Retention cadence, thoughtful touchpoints, and recognition frameworks that keep donors engaged and appreciated.
Impact Storytelling Suite
Branded flyers, a LinkedIn carousel script, and narrative templates to communicate wins with clarity and class.
Visibility & Trust Systems
Lightweight processes for quarterly reporting, testimonials, transparency moments, and consistent updates.
1:1 Strategy Support
Weekly executive guidance, milestone reviews, and real-time optimization to keep momentum high.
Apply now or set a discovery call—we’ll map your next 90 days.
Branded Impact Templates
“Donor Legacy Spotlight”
Celebrate a donor’s impact with warmth and visibility—photo, quote, and impact stats in a clean, prestige layout.
“Program Impact Snapshot”
Showcase outcomes with before/after visuals and sponsor recognition—clear, shareable, high-trust.
“Transparency & Trust Report”
Quarterly overview with allocation visuals, key wins, and a gratitude-forward message from leadership.
How It Works
01 — Discovery & Alignment
We clarify goals, audiences, and donor segments; align messaging with your mission and brand voice.
02 — Stewardship Build
Design recognition moments, cadence, and feedback loops; prepare your first Transparency Moment.
03 — Storytelling & Visibility
Produce branded assets; script leadership talking points; implement channels and accountability.
04 — Launch & Optimize
Review KPIs, refine touchpoints, and set up the next 90-day cycle for sustained trust and growth.
What Leaders Say
“We finally have the language and visuals to match our heart. Donor engagement is up, and our team is confident.”
— Executive Director
“The stewardship system alone paid for the engagement. Clear, classy, and effective.”
— Development Director
FAQ
What results can we expect in 90 days?
Clarity in messaging, consistent visibility, and a stewardship system that deepens donor trust and retention.
How does this relate to the Legacy & Visibility Accelerator?
Legacy Circle is the philosophy and framework; the Accelerator is our structured 90-day engagement to implement it.
Do you work with existing teams?
Yes. We partner with staff and boards to build capacity and ensure sustainability beyond the initial engagement.
Ready to Build Your Legacy?
Let’s map a stewardship and visibility plan tailored to your mission.