Strategic Legacy Consulting

What to do. In what order. Zero guesswork.

No fluff. All strategy.

This is senior-level legacy strategy development for organisations ready to move beyond ad hoc, “on the side of your desk” approach.

Whether you are launching a legacy or planned giving programme, rebuilding one, or scaling something that has outgrown its original design, this engagement delivers a clear, prioritised, governance-ready plan.

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What this typically covers…

Before putting anything in front of donors, you need a framework to build internal alignment, solid infrastructure, and donor-ready messaging.

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Strategic clarity and tactical prioritisation
Data-informed custom donor engagement journeys
Leadership, board, and team alignment
Infrastructure and systems
Donor-centred messaging and confidence

Is Strategic Consulting for you?

This is for organisations that have:

  • Leadership commitment to legacy or planned giving (not just interest).
  • The capacity to implement strategic recommendations.
  • A willingness to be challenged on assumptions.

This is not for:

  • Organizations that have not yet secured leadership support.
  • Campaign-only or purely tactical requests.
  • Organizations unwilling to address internal readiness or how donors experience your organisation from the first gift.
  • Organizations that want to copy-paste others’ marketing materials.

What Others Are Saying

  • I think it was my favourite session at the conference. Perhaps it was aimed mainly at beginners, but it was very well organised and focused. It felt like a class, with clear concepts and good examples.
    Spanish Fundraising Association Conference
    Session participant, June 2026
  • Ligia is a rare combination of someone who truly knows what she’s talking about, while also being kind, approachable, and generous with her time. For me personally, it was interesting from several different perspectives.
    the Czechia Coalition for Easy Giving
    Session participant, May 2026
  • I thought I had no real questions about solutions regarding gifts in Will. That was until the GtF Mastermind session opened up possibilities of looking at things through non rose-coloured lenses. Having others look at an issue I am experiencing gave me options I didn't know I had. Different viewpoints and experiences certainly help solve problems and generate new ways of thinking. Open mindedness and open discussion helps. A fantastic idea.
    Foundation supporting individuals with disabilities
    ‘Jill’, Planned Giving Coordinator
  • Ligia was fantastic with helping me determine clear next steps with my Legacy program and tangible ways to introduce legacy giving with donors. After months of learning about bets practices, Ligia has given me the confidence to go out and do it!
    Development Officer, Bissell Centre
    Lisa Dayanandan BEd, CIAPP-C

Honoured By Their Trust

Turn your legacy strategy into a high-impact growth engine.

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Everything You Need to Know

It's a senior-level advisory engagement built around your organization's specific readiness, governance, and donor context. Together we work through strategic clarity, internal readiness, infrastructure, and donor-centred messaging, then land on a strategy your board can actually defend and your team can actually implement.

Engagements are scoped project by project, but most run over several months, from initial diagnostics through to a finished strategy and implementation roadmap. Legacy fundraising is long-cycle work, so the timeline reflects that rather than rushing to a generic template.

No. Some clients are launching their first legacy programme, others are rebuilding one that's stalled, and some are scaling something that already works. The starting point differs, but the approach (evidence-led, governance-ready, tailored to your context) stays the same.

That's a normal and important finding, not a dealbreaker. Part of the engagement is being honest about where the gaps are (leadership commitment, systems, capacity) so the strategy accounts for them instead of setting your team up to fail.

Marketing agencies create marketing campaigns, not program strategy that involves systems, processes and data-informed engagement journeys that ultimately inform future marketing campaigns. This is what you get by working with me: the program structure that enables you to run successful campaigns that move donors through a thoughtful and ethical donor journey that leads to that joyful YES!

Consulting engagements are priced per project, reflecting the depth and breadth of the work and the seniority of the advisory input. We discuss the scope of work that will reflect the results you are seeking and then I will prepare a tailored proposal for your approval.

Any more questions?

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Thinking out loud

Legacy fundraising is full of myths, borrowed tactics, and comfortable assumptions. This is where we challenge them.