Testimonials



Over the years, we've heard thousands of nonprofit leaders say they want a simple, step-by-step approach to attracting long-term support. Here's what our customers say about how the Legacy Giving Building Blocks program helped them achieve that goal:

"I think anyone who is thinking of starting a Legacy Gift Program would benefit from this program."

"Immediately after completing this program, I had two individuals contact me about making a Legacy Gift, and I was able to assist them through the process."

"Sign up! You'll learn everything you need to know about legacy giving."

"Legacy Giving Building Blocks™ prepares you to establish a program that will greatly benefit your organization."

"This is a program I would recommend to all development professionals."

Charles "Ebbie" Alfree
Director of Development - AIDS Delaware
AFP Delaware Conference Committee




"Although knowledgeable about gift planning procedures, I was looking for additional tips or ideas to incorporate in my approach to gift planning. The program covered everything one should consider when creating a gift planning program."

"The program has appropriate steps for institutions both small and large, and specific suggestions for ways to implement those steps."

"Even experienced gift planners can pick up new ideas and tips for their organizations."

"I would definitely recommend the program because of the thoroughness and detailed steps for every size institution. The advice is specific, not vague or general, and the reasons for each step are carefully explained."

"I would strongly recommend that both development directors and executive directors allot the time and funds to participate in this program. The Legacy Giving Building Blocks™ course is a good investment in the future of the participants and their institutions."

Debbie Layton, JD
Associate Director of Gift Planning (retired) - University of Pennsylvania




"Legacy Giving Building Blocks was very simple to understand. It was helpful to see legacy giving broken down into pieces that were manageable for a smaller or medium-sized nonprofit."

"This program is very helpful in understanding and developing a legacy giving program, and evaluating and developing your fundraising program as a whole."

"Since beginning the program, both the board and staff at the Center have become more knowledgeable and the board has become more involved in fundraising as a result."

"We are continuously developing our legacy giving program by using the various building blocks we learned about."

"Definitely take advantage of this opportunity. It is a great program for the beginner and it can take you a long way!"

Jessica Snow
Communications and Volunteer Coordinator - Newark Senior Center
AFP member




"I had been looking for a learning experience that would provide me with a hands-on, step-by-step approach.
I highly recommend this program for small development shops."

"Before I took this program, legacy giving always seemed to fall to the bottom of my "to-do" list. Now I have the template and all the tools to make it work for me."

"I've not seen another educational offering that rival's this—
a program that gives participants the clarity, motivation and simple road map for success to implement and maintain a robust legacy giving program."

Jan Thibodeau
Senior Foundation Officer - New Hampshire Charitable Foundation
Former Director of Development - Alice Peck Day Memorial Hospital
Upper Valley Planned Giving Council Board Member
 



"Working at a small nonprofit, you don't always have the support you need to create a legacy giving plan for your organization. Legacy Giving Building Blocks™ helped me to get fellow staff members and board members to explore the topic with me."

"I learned how to introduce the topic of legacy giving to board members. Our board has realized the importance of legacy giving.
We now have a solid foundation on which to build our legacy giving program."

The Legacy Giving Building Blocks™ covered the basics for me—how to talk to donors, how to build your case for support, and a strategy for integrating a plan into the fabric of our organization."

"I would definitely recommend the program to others. It will help you focus your efforts to get results."

"It is definitely worth your time and money—you will gain valuable knowledge and skills that you can use for the rest of your career."

Lisa F. Slinkard, CFRE
Director of Development - Cathedral Choir School
AFP Delaware Conference Committee




"We needed to establish a legacy giving program within our organization—this approach provided a consistent, step-by-step, and structured way for me to achieve that goal."

"I found the structure of the program most effective because it allowed me time to absorb the material and opportunity to talk with others, including our Board's Resource Development Committee."

"Caleb Rick is an engaging and inspiring presenter."

"Our Board members and Executive Director still reference the insights we gained and solid reminders that help keep us focused as we continue our work."

Chris Wood
Director of Development - Central Vermont Community Land Trust




"Legacy Giving Building Blocks came highly recommended based on their extensive experience and exceptional teaching skills. It was an ideal way for development staff, executive staff and board members to learn about how to implement a legacy/planned giving program."

"I highly and enthusiastically recommend the program to every organization. Almost immediately we had staff and board members recognize ways they could create a legacy gift."

"Do not hesitate to enroll in this program -- you will find Legacy Giving Building Blocks™ to be the most rewarding and practical educational experience you have had in a long time."

"Every fundraising plan should include a legacy giving program. Sophisticated donors expect it."

John D. Baker MPA, CFRE
Managing Director
Delaware Association of Nonprofit Agencies




"We have become increasingly reliant on Legacy Giving to sustain our services."

"Your program helped me to increase awareness of legacy giving and create a variety of ways to recognize our legacy donors."

"As public funding remains level at best, and many of our clients struggle to meet their daily needs, we must encourage Legacy Giving as a means to provide much needed community services."

Roberta Berner
Executive Director - Grafton County Senior Citizens Council