Institutional Accounts

A professionally managed legacy program designed for organizations with long-term strategic commitments.

Most nonprofits “talk” about planned giving.

Institutions do something different: they run a coordinated, monthly legacy marketing system that:

educates donors,
stewards loyalty,
builds trust, and
consistently fuels the major gifts pipeline.

This program is built for those institutions.

If you’re a university, hospital, national organization, or a sophisticated nonprofit with meaningful assets at stake, you cannot rely on sporadic mailings, outdated PDFs, or “as time allows” donor outreach.

You need a system.

This is that system. Fully managed. Institutionally branded. Backed by 25 years and 5,000+ nonprofit client relationships.

Who This Is For

This program is designed for organizations that:

Have a donor base capable of transformational bequests
Need a stable, year-round legacy presence without hiring additional staff
Want a cohesive donor experience across print, digital, and legacy society channels
Prefer a dedicated team to handle strategy, content, design, and monthly deployment
Require professional-grade reporting and board-ready accountability
Want to project seriousness to donors, advisors, board members, and leadership

This is not an entry-level offering. It is an institutional-grade system for organizations committed to long-term legacy growth.

Get Started

We begin every institutional relationship with a direct conversation. This helps determine:

fit,
scope,
donor demographics, and
campaign expectations.

Contact one of our Institutional Account Leaders:

If you’re a larger institution that needs only a specific tool — such as a planned giving website or LegacyPlanner™ — we can accommodate that as well; let’s discuss the best fit.

Not Ready for This Level?

If you’re a smaller to medium-sized shop, this page may feel like overkill — and that’s intentional. This program signals organizational maturity.

If you’re growing, begin with our Legacy Micro Website. Even before you’re ready for a full program, a professional legacy presence signals seriousness to donors, funders, and board members. It says you’re planning for the future — and worth investing in. In short, it establishes trust.

Still unsure? Review our Are We a Good Fit? guide.