Are We a Good Fit?

Our complete multi-channel marketing solutions are tailored for small to medium-sized established nonprofits ready for planned giving—and even large nonprofits with small planned giving departments. (We also offer standalone planned giving websites for larger institutions of any size—see below.) Most of our clients have:

• Operating budgets of $2 million – $100 million
• Planned-giving budgets of $5,000 – $250,000 per year
• Planned giving teams of under 12 full-time employees
• Mailing lists of under 150,000 donor records

If your organization fits these parameters, you’re in good company. You’re likely a respected institution in your community – a regional hospital, private college, cultural center, or social service organization that donors have trusted for decades. Even if you’re part of a large nonprofit, your planned giving department probably operates at this scale. In your world, you may be one of the larger players. In planned giving, you need a partner who understands your unique position.

Why Our Boutique Model Works

• Deep Customization
  Every segmentation strategy, piece of copy and variable-data mailer is hand-tuned to your organization’s mission, audience and timing—something large, templated mail houses simply can’t flex down to do. No more generic appeals that sound like they could be from any charity. We know your donors personally connect with your mission – they’re not just transaction numbers in a massive database.
• Understanding Planned Giving’s Unique Rhythm
  Planned giving is a slow-moving business where a postcard might sit on someone’s fridge door for months before they act. Large data-driven firms optimized for quick conversions can’t effectively track or nurture these extended donor journeys that unfold over years, not quarters.
• Low Overhead, Higher Impact
  With fewer layers of management and no offshore handoffs, your budget goes straight into high-impact tactics and senior-level expertise—not into several layers of project-manager markups and administrative bloat.
• Senior Experts on Every Project
  You collaborate directly with our lead strategist and senior copywriter. No junior coordinators managing your account. No handoffs to whoever is available. Just direct access to decades of planned-giving know-how.
• Rapid Turnarounds
  Lean approval workflows mean your multi-channel campaigns launch in weeks, not months of back-and-forth with multiple departments.

Stand-Alone & One-Off Collaboration

If you need only a single component rather than an end-to-end program, any nonprofit is a good fit for us:

• Micro-Site for Tiny Shops
  • Operating budget under $2,000,000 a year
  • Basic gift-planning page at $995/year
  • LegacyPRO planned giving website
• Enterprise-grade for larger institutions
  • Starting at $4,995–$12,500/year
  • Custom sites starting at $48,000

These standalone products follow the same boutique, low-overhead model—fast, focused and fully supported by our authoritative domains. ¹

When to Look Elsewhere

For nonprofits that require million-piece mailings, 150,000+ records, complex list slicing and dicing with multiple overlays, multi-layered BI (Business Intelligence) portals with advanced analytics dashboards, or sophisticated segmentation and desegmentation workflows, firms like Stelter, RKD, Moore or RR Donnelley are structured for that scale. Their higher overhead, rigid approval chains and templated workflows suit mega-volume operations (think St. Jude, Ohio State, Red Cross).

These firms excel at industrial-scale operations. But if you’ve ever felt like a small fish in their ocean – where your $50,000 budget barely registers—you understand why our focused approach delivers better results for organizations your size.

The Power of Right-Sized Solutions

You don’t need a sledgehammer to hang a picture. Similarly, you don’t need enterprise infrastructure to run an effective planned giving program. You need expertise, responsiveness, and a partner who sees you as a priority, not a rounding error.

The Cost of Choosing Wrong

In today’s environment, institutional dollars are scarce and getting scarcer. The wrong marketing partner can waste months of precious time and thousands of dollars on cookie-cutter approaches that miss your unique donor base entirely. Large firms treat you like a small account; boutique partners treat you like their most important client. When every dollar counts, you need a partner who understands your scale, knows your donors personally, and delivers results that directly advance your mission—not just impressive vanity metrics that look good in reports.