Legacy Builder Services
No matter where you’re starting from, CZG can help grow your program to the next level and beyond. These engagements deliver clear outcomes and actionable recommendations based on real results.
Legacy Starter
- Start your planed giving journey
- Database analysis and enhancement
- Personalized growth plan
- 12-18 month marketing roadmap
If you have no planned giving program or you’re still in the start-up phase, this is the option for you. Starter includes database analytics, extensive data overlays, and donor scoring using CZG’s proprietary algorithms. We’ll return the data to you along with a growth plan and a 12-month marketing recommendation. This can be a great launch-point for our Legacy Direct marketing platform.
Legacy Advanced
- Exponential growth opportunity
- Uncover hidden potential in your donor file
- Cultivate and close 6 and 7 figure gifts
- Marketing plan for the next 12-18 months
When you’re ready to take an existing program to the next level, Legacy Pro provides the tools and information you need. This engagement includes full database analytics with extensive data appends, a detailed 5-year historical gift study, and donor file scoring weighted to your gift data. You’ll also receive a 12-month growth plan and marketing recommendations.
Legacy Pro
- Fully customized marketing and consulting solution
- Interactive dashboards
- World-class donor file analytics
- Unlimited results
Legacy Pro forms the base of all Premium Solutions for large national or regional organizations. It sets benchmarks and lays the groundwork for a fully customized planned gifts marketing and consulting solution.
This is top-tier, personalized service like you’ve never experienced, and it’s where CZG excels. Contact us today to find out how endless the possibilities of a strong planned giving program can be.
| Services Include | Legacy Starter | Legacy Advanced | Legacy Pro |
|---|---|---|---|
| Database Analysis and Scoring |  | | |
| Planned Giving Program Review |  | | |
| 12-month Growth Plan | | | |
| Essential Gift Study and Analysis | | | |
| Premiere Gift Study and Analysis | | | |
| Planned Giving Microsite | Optional | Optional | |
| Email & Social Campaigns | Optional | Optional | |
| Direct Mail Campaigns | Optional | Optional | Optional |
| Professional Advisor Program Development | | | Optional |
| Legacy Society Development | | | Optional |
| Starting from: | $5,000 | $7,500 | Contact Us |
Ready to get started?
Schedule a 30-minute, no-obligation discovery call today.